What are the responsibilities and job description for the Treasury Managment Sales Officer position at First National Bank Texas?
* Identify and pursue new business opportunities to expand the Treasury Management client portfolio
* Build and maintain relationships with internal partners, Commercial Lenders, and Branch Managers, to generate leads and referrals
* Conduct thorough client needs assessments to propose tailored treasury solutions
* Serve as the primary contact for Treasury Management clients, ensuring satisfaction and long-term engagement
* Conduct regular relationship reviews to assess the effectiveness of current solutions and recommend enhancements as needed
* Proactively resolve client issues and provide consultative support on treasury products and services
* Maintain deep expertise in Treasury Management products such as ACH, wire transfers, positive pay, remote deposit capture, merchant services, and account analysis
* Develop and deliver effective sales presentations and proposals
* Collaborate with the implementation team to ensure seamless onboarding of new clients
* Ensure adherence to all bank policies, procedures, and regulatory requirements
* Mitigate risk by ensuring appropriate documentation, account setup, and compliance with fraud prevention measures
* Track and report sales activities, pipeline progress, and revenue generation to meet or exceed established targets
* Provide management with regular updates on market trends, competitive landscape and client feedback
* Regular and predictable attendance and punctuality
* Build and maintain relationships with internal partners, Commercial Lenders, and Branch Managers, to generate leads and referrals
* Conduct thorough client needs assessments to propose tailored treasury solutions
* Serve as the primary contact for Treasury Management clients, ensuring satisfaction and long-term engagement
* Conduct regular relationship reviews to assess the effectiveness of current solutions and recommend enhancements as needed
* Proactively resolve client issues and provide consultative support on treasury products and services
* Maintain deep expertise in Treasury Management products such as ACH, wire transfers, positive pay, remote deposit capture, merchant services, and account analysis
* Develop and deliver effective sales presentations and proposals
* Collaborate with the implementation team to ensure seamless onboarding of new clients
* Ensure adherence to all bank policies, procedures, and regulatory requirements
* Mitigate risk by ensuring appropriate documentation, account setup, and compliance with fraud prevention measures
* Track and report sales activities, pipeline progress, and revenue generation to meet or exceed established targets
* Provide management with regular updates on market trends, competitive landscape and client feedback
* Regular and predictable attendance and punctuality
Physical Requirements:
* Must be able to remain in a sitting stationary position for extended periods of time
* Constantly operate a computer and other office machinery
* Regular travel to client locations within assigned markets
* Occasional evening and weekend hours may be required due to business need
* Ability to lift up to 25 pounds
FNBT is an equal opportunity employer.
Qualifications:
* At least 18 years of age
* Bachelor's degree in Business, Finance, or a related field preferred
* Minimum of three years' experience in Treasury Management, Commercial Banking, or related financial services role
* Proven success in sales and relationship management
* Strong knowledge of treasury products, payment systems, and cash management strategies
* Demonstrated ability to drive results by effectively addressing customer needs and delivering high-quality service. Excellent communication, presentation, and negotiation skills
* Ability to work independently, prioritize tasks, and meet deadlines in a fast-paced environment
* Creative problem solving skills, deadline-driven and commitment to excellence
* Must successfully pass background investigation according to company policy
* Must be able to get along with co-workers and work effectively in a team environment
* Bachelor's degree in Business, Finance, or a related field preferred
* Minimum of three years' experience in Treasury Management, Commercial Banking, or related financial services role
* Proven success in sales and relationship management
* Strong knowledge of treasury products, payment systems, and cash management strategies
* Demonstrated ability to drive results by effectively addressing customer needs and delivering high-quality service. Excellent communication, presentation, and negotiation skills
* Ability to work independently, prioritize tasks, and meet deadlines in a fast-paced environment
* Creative problem solving skills, deadline-driven and commitment to excellence
* Must successfully pass background investigation according to company policy
* Must be able to get along with co-workers and work effectively in a team environment