Why Broadway Bank:

We are one of the largest independently owned banks in Texas with offerings in personal and private banking, wealth management, business banking and mortgage lending.

Purpose of the Position:

Position will be responsible forselling treasury solutions to commercial clients and prospects, as dictated byeach company’s business needs. Thisposition will also be responsible for building an active and consistent referralnetwork through both bank employee and self-generated leads and provide customer product training with regularcustomer follow-up calls.

Key Accountabilities:

• Responsible for the sales growth of treasury solutions. This will be accomplished through a calling effort based on leads from internal partners and self-sourced prospect development.
• Responsible for lead generation, calling activity, and account acquisition of deposit only and deposit first clients and businesses.
• Prepares and makes sales presentations, explaining services available and recommending those services which would be valuable to the customer. Most presentations require development and manipulation of proforma account analysis statements, cost-benefit analyses, and/or written proposals appropriate to the situation and clientele.
• Responsible for evaluation of the operational aspects associated with ACH Origination and Remote Deposit Capture and the initiation of the approval process for exposure limits of these products. Treasury Solutions will advise those responsible for underwriting on the reasonableness of the exposure requested.
• Responsible for learning and understanding other product offerings within and across divisional boundaries in order to discuss and to recommend these solutions competently to clients and prospects.
• Coordinates regular customer calling efforts with the Treasury Solutions Operations area and appropriate account officers to ensure ongoing positive relationships with clients.
• Supports the development and maintenance of proper procedures, policies and systems within the Treasury Solutions department to assure integrity of treasury solutions products and to satisfy internal audit requirements.
• Provides input to effective performance and tracking reports so that these reports can be shared with management on a monthly basis.
• Acts as a liaison, when needed, between Treasury Solutions and customers.
• Acts as a liaison between Treasury Solutions and calling officers.
• Provides the Treasury Solutions support staff with appropriate documentation to implement or change treasury solutions services.
• Responsible for product implementation and customer training on treasury solutions services. This will require careful coordination with the Treasury Solutions Operations area to ensure optimal use of resources.
• Supports and facilitates training opportunities for bank personnel to become more familiar and comfortable with treasury solutions.
• Stays abreast of latest technologies and current product trends in the industry. This includes active involvement in local trade associations and other readily-available educational opportunities.
• Other duties as assigned.