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Treasury Management Officer & Implementation Representative (Full Time) - East Texas

Prosperity Bank

Treasury Management Officer & Implementation Representative (Full Time) - East Texas

Tyler, TX
Paid
  • Responsibilities

    HOURS: MONDAY - FRIDAY 8:00 AM TO 5:00 PM

     

     

    Prosperity Bank is seeking to fill the position of Treasury Management Officer & Implementation Representative in East Texas.

     

     

    The Treasury Management Officer (TMO) / Implementation Representative (IR) in the East Texas market is responsible for marketing, selling, and supporting Treasury Management products and services and managing the Implementation Process for Treasury Management Sales, East Texas Office. The TMO/IR works closely with the Lenders/Relationship Managers and Banking Centers to enhance current customer relationships and cultivate new relationships. The TMO/IR will provide the customers with periodic relationship reviews, high level customer service, and product sales in a consultative manner. This position requires attention to special projects, as well as customer training. Travel to customer locations is required for some customer training sessions. Travel will primarily be in the East Texas areas.

     

    The responsibility and essential functions will be to:

    • Market and sell Treasury Management products and services, including but not limited to lockbox, online banking, remote deposit capture, ACH, sweeps and ZBA’s, fraud prevention services, and account reconciliation. This position is responsible for understanding and explaining all aspects of these products and services to customers. TMO/IR is required to create proposals, respond to prospect/customer bids and customer pricing analysis. 
    • Work with Lenders/Relationship Managers and Banking Centers to develop a call plan for existing customers. Establish a call plan for prospects. Organize annual customer relationship review plan to inform customers about new products and services and to offer ideas on possible efficiencies. 
    • Implements new services for East Texas Treasury Management clients. Duties include distribution of Agreements to customers, verification of received Agreements, service setup, customer training, tracking Implementation process progress, and verification of correct billing through analysis. 
    • Resolves high level Treasury Management customer issues referred by other bank personnel and answers operational & Treasury Management questions or assists with resolution of issues. Delegation of day to day customer issues is coordinated and handed off to Customer Support Specialist.
    • Works with the Treasury Management Product Manager to ensure customers are trained on product upgrades, notifications are sent to customers timely, and other related tasks are accomplished.
    • Perform other related responsibilities and projects as required or assigned

      

     

    Prosperity Bank is committed to providing our customers a personalized service experience, we're looking for people who are passionate about satisfying customers, will not settle for the average, embrace creativity and operate with a sense of purpose. If this is you, then we are looking forward to meeting you and are excited that you are interested in joining Prosperity Bank - where we are Simply Better!

     

     

     Come join our team and explore the endless possibilities that a career in banking can provide!

     

     

      A pre-employment credit check will be performed on all qualified applicants.

      

     

    Prosperity Bank is an Equal Employment Opportunity and Affirmative Action employer, and Member of the FDIC.



    Required Skills

    Effective interpersonal written and oral communication skills

    Good troubleshooter, able to multi-task, and able to prioritize projects

    Quick understanding of new concepts

    Self-starter

    Detail oriented

    PC skills (Windows and Microsoft Office, Word-Excel-Power Point, Project, Publisher or the equivalent)

     

     

     



    Required Experience

     

    EDUCATION/CERTIFICATION:

    High school diploma.Preferred-Some College or College degree

     

    REQUIRED KNOWLEDGE:      

    Working knowledge of banking and Treasury Management products

    Working knowledge of Commercial compliance

    REQUIRED EXPERIENCE:      

    One plus years banking experience or four plus years equivalent working experience in banking or Treasury Management

  • Industry
    Financial Services