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About the Role
Educate existing or prospective commercial customers on Treasury Management Products and Services to streamline operations, improve cash flow, and reduce fraud exposure.
Responsibilities
- Support internal sales channels (Banking Centers, Private Banking, Commercial Lending) via CRM.
- Provide expertise on Treasury Management products including ACH, Wires, Remote Deposit Capture, Positive Pay, Merchant Services, and the Treasury Management Platform.
- Conduct sales-driven calls for TM Services via customer location, Zoom, or phone.
- Be responsive to internal Bank partners, existing, and prospective customers.
- Prepare and present tailored demo presentations.
- Coordinate appointments with Treasury Management Implementation Specialists and Bank Servicing Officers.
- Present training sessions for customers.
- Perform site visits and maintain documentation.
- Contact customers to introduce Treasury Management products and services.
- Analyze customer base to identify target markets for TM Services.
- Maintain accurate CRM records of customer interactions and call schedules.
- Utilize bank technology (PDF, Adobe E-Sign, secured e-mail) for document delivery.
- Prepare monthly reports for the Treasury Management Sales Manager.
- Maintain accurate records of the TM boarding process and security elections.
- Research latest technologies for Online Banking services.
- Stay updated on new Treasury Management technologies (ERP Systems, File Formatting, Operations systems, Browser compatibility, Mobile devices).
- Participate in community events related to Treasury Management Commercial Services.
- Utilize problem-solving skills to resolve customer issues.
- Act as a customer advocate and support positive relationships.
- Assist with special projects for Treasury Management Implementation and Support teams.
- Manage time effectively to plan daily activities.
- Perform other duties as assigned.
Requirements
- Four years of experience in general bank operations, including electronic banking, payment systems, and core banking systems.
- Two years of experience working with customers professionally via phone and face-to-face.
- Experience working with diplomacy and professionalism with diverse customers, including senior bank officers.
- Experience in a sales and service environment.
- Experience presenting products to business customers or individuals.
- Demonstrated communication skills (written and oral).
- Demonstrated ability to work in a fast-paced environment handling multiple projects.
- Excellent computer literacy in all Microsoft Programs (Outlook, Word, Excel, and PowerPoint).
- Ability to use Adobe Standard and Reader.
- Proficiency in utilizing various internet browsers.
- Ability to work with office equipment such as copiers, scanners, shredders, fax, laptop, projectors, audio visual equipment, check scanners, and iPad.
- Proficient use and installation of Remote Deposit Capture Scanners.
- Must be able to hear and speak to communicate with customers.
- Proven organizational skills with ability to multi-task and follow assigned tasks through.
- Ability to work independently with minimal supervision.
- Must be accustomed to a fast-paced office environment.
- Must have the ability to work with frustrated or anxious customers.
- Must be able to reach, bend and lift files up to 30 lbs.
- Must be able to sit for most of the day in front of a computer.
- Must be able to use telephone headsets.
- Must be able to type on a keyboard.
- Must be able to speak to and hear customers.
- Must be able to read a laptop/computer monitor.
- Must be able to be mobile in an office environment.
- Must have reliable transportation and able to travel to make calls in Austin with footprint in New Braunfels and surrounding Hill Country areas.
- Valid driver's license is required.
Skills
- Treasury Management Products and Services
- ACH
- Same Day ACH
- Domestic and International Wires
- Remote Deposit Capture
- Positive Pay
- Payee Match
- Teller Positive Pay
- ACH Filters
- Lockbox
- Merchant Services
- Treasury Management Platform
- Treasury Reporting
- CRM
- Microsoft Programs (Outlook, Word, Excel, PowerPoint)
- Adobe Standard and Reader
- Internet Browsers
- Core banking systems (Jack Henry Silverlake, ProfitStars)
- Office equipment operation
- Remote Deposit Capture Scanner installation
- Communication skills (written and oral)
- Organizational skills
- Multi-tasking
- Independent work
- Problem-solving
- Time management
Location
- Austin
- New Braunfels
- Hill Country areas
Work Type
- Full-time
- Onsite
Experience Level
- 4 years in general bank operations
- 2 years customer-facing experience
- Experience with diplomacy and professionalism
Education Level
- High School or equivalent
- College degree preferred