What are the responsibilities and job description for the Treasury Management Sales Officer position at PlainsCapital Bank?
PlainsCapital Bank is looking for a Treasury Management Sales Officer.
The Treasury Management Sales Officer is responsible for the sale of Treasury Management services by identifying new opportunities as well as expanding existing relationships by working directly with relationship managers and others in the bank to identify and develop new business
Responsibilities
About Us
PlainsCapital Bank was founded in 1988 by a group of young bankers who dreamed of bringing relationship banking to their hometown of Lubbock, Texas. With the acquisition of Plains National Bank, a Lubbock financial institution with one branch and approximately $198.8 million in assets, they began growing the bank one relationship at a time.
Over 30 years later, PlainsCapital Bank has held fast to its tried-and-true relationship-based culture and its commitment to financial strength and stability. PlainsCapital Bank ranks sixth among the largest banks headquartered in Texas by deposits and has a statewide presence with approximately 55 locations in markets such as Austin, the Coastal Bend, Dallas, Fort Worth, Houston, Lubbock, the Rio Grande Valley, and San Antonio. Backed by decades of experience, our knowledgeable bankers are renowned for their straightforward approach and for taking exceptional care of their clients. They bring both financial and industry expertise along with vast local market knowledge to each client relationship.
PlainsCapital Bank conducts both commercial and consumer banking, providing a full suite of commercial banking products and services to fit any business model and convenient services, personal attention, and account features to help simplify managing personal finances.
PlainsCapital Bank continues to remain strong and stable, delivering highly personalized service and a single point of contact to help customers reach their financial goals.
To learn more, please visit us online at plainscapital.com/about .
The Treasury Management Sales Officer is responsible for the sale of Treasury Management services by identifying new opportunities as well as expanding existing relationships by working directly with relationship managers and others in the bank to identify and develop new business
Responsibilities
- Engages prospective customers in order to develop new treasury management and non-credit business.
- Meets periodically with existing customers to ensure proper servicing of accounts and to expand existing business relationships.
- Prepares sales presentations, explains services offered, and recommends those services which would be of value to the customer.
- Ensures that other Bank employees are aware of the Bank's treasury management and non-credit business sales activities and that they assist in promoting the Bank's marketing effort in these areas.
- Works in conjunction with relationship managers to promote the bank's treasury management and non-credit business program.
- Assists in the design and proper installation of treasury management services.
- Prepares other business development reports that pertain to marketing and business development.
- Assumes additional duties and responsibilities as required.
- Bachelor's degree or equivalent experience required. Degree in business or related field strongly preferred.
- 3 to 5 years of relevant experience in a customer-facing banking (or related) role required. Previous experience in Treasury Management sales and/or support strongly preferred.
- Must have strong, demonstrated customer service skills.
- Strong computer skills, specifically with Microsoft Office suite of products, and the ability to learn and utilize custom banking systems and applications.
- Excellent verbal, written, and interpersonal communication skills with the ability to interact with all levels of customers, clients, and Bank personnel.
- Excellent analytical, time management, organizational and problem-solving skills with the ability to multi-task and work in a deadline-driven environment
- Must be self-motivated team player with strong attention to detail, high level of accountability, and the ability to work independently.
- Must be able to travel locally up to 50% to meet with current and prospective clients as well as to meet with internal company contacts such as loan officers.
About Us
PlainsCapital Bank was founded in 1988 by a group of young bankers who dreamed of bringing relationship banking to their hometown of Lubbock, Texas. With the acquisition of Plains National Bank, a Lubbock financial institution with one branch and approximately $198.8 million in assets, they began growing the bank one relationship at a time.
Over 30 years later, PlainsCapital Bank has held fast to its tried-and-true relationship-based culture and its commitment to financial strength and stability. PlainsCapital Bank ranks sixth among the largest banks headquartered in Texas by deposits and has a statewide presence with approximately 55 locations in markets such as Austin, the Coastal Bend, Dallas, Fort Worth, Houston, Lubbock, the Rio Grande Valley, and San Antonio. Backed by decades of experience, our knowledgeable bankers are renowned for their straightforward approach and for taking exceptional care of their clients. They bring both financial and industry expertise along with vast local market knowledge to each client relationship.
PlainsCapital Bank conducts both commercial and consumer banking, providing a full suite of commercial banking products and services to fit any business model and convenient services, personal attention, and account features to help simplify managing personal finances.
PlainsCapital Bank continues to remain strong and stable, delivering highly personalized service and a single point of contact to help customers reach their financial goals.
To learn more, please visit us online at plainscapital.com/about .