Treasury Management Officer
- Medical, Prescription Drugs, Dental, and Vision Insurance
- Insurance Eligibility for Team Members and Dependents Starting on the First Day of Employment
- 401(k) with a Match
- Basic, Voluntary, and Dependent Life Insurance
- Paid Time Off
- Paid Bank Holidays
- Workplace Wellness Programs
- Employee Assistance Programs
- Tuition Reimbursement
- Contacts prospective customers in order to develop new treasury management business.
- Manages relationships with existing customers to ensure proper servicing of accounts and to expand existing business.
- Makes cold calls on non-customers.
- Prepares sales presentations, explains services offered, and recommends services which would benefit clients.
- Identifies opportunities to cross-sell other products and services
- Works referrals for treasury management services from all departments of the Bank
- Attends sales rallies to educate front-line retail staff
- Ensures all business products are set up in accordance with operational policies
- Demonstrates the ability to meet or exceed goals set by senior management
- Trains customers on the use of new products.
- Assists in the development of marketing material.
- Assists management in the development of new services or the modification of existing services.
- Maintains confidentiality of all sensitive Bank information.
- Maintains a positive and caring atmosphere for customers and employees consistent with Southside Bank’s mission, CORE Values, and Blue Book culture guide.
- Provides enthusiastic, professional, and courteous service to Southside Bank customers and employees.
- Participates in proactive team efforts to achieve departmental and company goals.
- Understands and agrees to abide by the policies and procedures established at Southside Bank.
- Responsible for complying with audit policies and procedures as they pertain to this position.
- Performs duties in compliance with applicable laws and regulations, including but not limited to the Bank Secrecy Act (BSA) and related anti-money laundering laws, and in accordance with the Bank’s Information Security Program.
- Must comply with all applicable laws and regulations.
- Under general guidance with respect to general objectives; in the majority of tasks and projects assigned independently determine methods, work sequence, scheduling, and how to achieve objectives of assignments; operating within specific policy guidelines.
- Provides leadership to others through example and sharing of knowledge/skill.
- Complies with all safety policies, practices, and procedures. Report all unsafe activities to supervisor and/or Human Resources.
- Performs additional duties, as assigned or directed.
- Bachelor’s degree (B. A.) from four-year College or university; or one to two years of related experience and/or training; or equivalent combination of education and experience.
- Ability to read, analyze, and interpret general business periodicals and financial reports.
- Ability to respond to common inquiries or complaints from customers or members of the business community.
- Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume.
- Ability to apply concepts of basic algebra
- Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.
- Ability to interpret a variety of instructions furnished in written, oral diagram, or schedule form.
- Proficient personal computer skills including electronic mail, record-keeping, routine database activity, word processing, spreadsheet, graphics, etc.
- Handle multiple projects simultaneously.
- Manual dexterity sufficient to reach/handle items and work with fingers. Works with fingers and perceives attributes of objects and materials.
- Must be able to remain in a stationary position 90% of the time.
- The person in this position needs to occasionally move about inside the office to visit other internal and external offices, conference rooms, office machinery, etc.
- Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and telephone.
- Constantly positions self to operate on a computer.
- The person in this position frequently communicates with other people throughout each day. Must be able to exchange accurate information when conversing.
- Well-lighted, heated and/or air-conditioned indoor office setting with adequate ventilation.
- Moderate noise (e.g. business office with computers and printers, light traffic).
- Monday through Friday; 8:00am – 5:00pm.
- Available for overtime, as needed
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