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Treasury Solutions Consultant - Core Treasury
Veritex Team Dallas, TX
$75k-95k (estimate)
Full Time 4 Weeks Ago
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Veritex Team is Hiring a Treasury Solutions Consultant - Core Treasury Near Dallas, TX

Job Summary:Under General Direction, this position markets and sells Treasury Management products and services to both existing and prospective customers of the bank. A related purpose of this position is to act as a liaison between users of Treasury Management products and Bank operational support staff to resolve any customer questions or service issues that may arise.Responsibilities and Duties:Defines the treasury management products and services to new and existing and prospective customers in order to obtain the Bank’s growth and profit objectives in the treasury management areaDevelops and delivers treasury management training presentations to production staff of treasury management products and servicesAssists specified production staff with sales presentations to potential clients and users in order to inform customers regarding the various treasury management products and services available.Identifies prospective treasury management product customers and initiates a sales effort, independent of production staffActs as a liaison between customers and operational staff in customer requests and service-related problemsDevelops and maintains a personal program for maintaining an adequate level of knowledge in accounting and investment matters, management techniques, product knowledge, and personal skills in order to ensure an acceptable degree of performanceAttention to regulatory requirements and compliance training applicable to position (Bank Secrecy Act, Customer Information Privacy ETC) Integrity, discretion, and respect for confidential information are absolutely essential.Job Skills and Qualifications:Ability to meet or exceed an annual sales goal.Ability to create and execute an annual sales plan.Drive revenue growth through but not limited to portfolio reviews, active calling, and the cultivation of relationships with production staff. Knowledge of and familiarization with bank information processing systems and of general bank operations.Ability to prepare a business letter, make a sales proposal, prepare a proforma pricing analysis and summarize and report sales.Ability to make comprehensive presentations.Ability to communicate distinctly and to conduct training.Ability to communicate at a panel discussion and to make presentations with poise and control.Skilled in the use of a PC and various software.Commitment to exceed customer service expectations.Ability to resolve customer service issues such that Bank and customer needs are met.Bachelor's degree or equivalent educational experience.5 years of Treasury Management experience and direct sales experience highly preferred.CTP Certification a plus.

Job Summary

JOB TYPE

Full Time

SALARY

$75k-95k (estimate)

POST DATE

04/15/2024

EXPIRATION DATE

06/13/2024

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