AVP, Treasury Management Sales Officer
We are looking for a high energy Treasury Management Sales Officer will be based in our Dallas, TX headquarters and is responsible for collaborating with assigned commercial relationship managers and business development officers, or working individually to successfully sell the Bank’s deposit, and Treasury Management services to both existing and prospective customers. Meeting or exceeding annual deposit and fee goals, sustaining customer retention efforts by providing a superior level of community banking relationship management, and customer service.
In this role customer prospects will be contacted in an effort to develop new TM business. Additionally, you will manage existing relationships to ensure a high level of servicing, and to expand existing business. You'll prepare sales presentations, effectively explain services offered, and recommend services that may benefit customer, while seeking opportunities to cross-sell other products and services.
We hope you're flexible under pressure, enjoy being a team player, maintain a professional image, and be able to resolve customer issues. You must possess effective communication skills to include innovative writing, delivering sales proposals, over the phone sales, listening, and unparalleled customer service.
A Day In The Life:
Call on new and existing customers to sell Treasury services.
Work independently, and with assigned RM/BDO’s to increase fees and deposits.
Review TM portfolio to identify deposit opportunities.
Cross-sell to other lines of business.
Perform annual customer reviews and assist with departmental reporting.
Assist in the development of content for marketing.
Serve as subject matter expert for Treasury Management products and services
Adhere to all compliances requirements and complete quarterly training.
Respectfully engage in professional relationships, both internally and externally to be an effective team member.
Well versed in Microsoft Office products including PowerPoint, Word, Adobe, and Excel.
Ability to control difficult situation in a professional manner.
Possess time management skills with the ability to work independently.
To succeed in this role, we hope you bring:
Bachelor's Degree (or equivalent education and/or experience) required.
5 to 7 years of banking or financial industry experience preferred with a high-level of Treasury Management product knowledge.
Some Additional Skills and Abilities we hope you bring:
Exceptional organizational and time management skills with an impeccable attention to detail.
Self-motivated and the ability to work both independently and collaboratively while prioritizing heavy workloads and meeting time sensitive deadlines
Team player with a strong work ethic; promotes and enjoys a creative work environment.
Exceptional interpersonal, written and verbal communications skills along with great organization skills, attention to detail.
Local travel within territory may be required.