Treasury Management Sales Consultant - Dallas / On-Site Only

Established in 1964 in Omaha, Nebraska, our family-owned financial institution's vision is to be the best in class in meeting the evolving financial needs of our customers. Our extensive history and family-owned legacy give us a deep and genuine understanding of how to serve and treat our customers. We offer a holistic financial approach with solutions for personal, business and wealth in three markets: Iowa, Nebraska and Texas.

As a community bank, we value long-term partnerships built on trust and integrity. As an employer, we take pride in building meaningful relationships and celebrating the unique differences that define each team member; it's what makes us a stronger unit. It's one of the many reasons why creating a strong culture of empowerment, support, and opportunity is an ongoing focus.

JOB SUMMARY

This position is responsible for sourcing new relationships and proactively developing new business within an identified portfolio and market territory. This position is also responsible for servicing existing clients within an identified portfolio with the goal of retaining and expanding the overall relationship through solutions- based selling of the bank’s products and services.

ESSENTIAL FUNCTIONS

Develop New Treasury Management Relationships (40%)

• Solicits, establishes, and maintains new commercial banking relationships for all SNB regions with a focus on SNB’s Treasury Management suite of products.   
• Works closely with commercial lenders to ensure commercial deposits are gathered and Treasury Management products are sold to new commercial loan customers. 
• Develops a strong pipeline for new revenue growth and uses the list to maintain and grow existing relationships.
• Provides training and continuing education to Nebraska, Iowa and Texas lenders and branch delivery associates to ensure up-to- date knowledge on products. 
• Participates in weekly sales meetings.
• Prepares and delivers monthly activity reports.

Grows Existing SNB Treasury Management Relationships (40%)

• Works with existing clients to analyze their current Treasury Management structure and pricing to offer solutions to meet their needs.
• Actively works with lenders to remove clients on a waived status.
• Performs key client annual reviews, which will include Treasury Management, Corporate Cards and Merchant products, pricing and operations updates.
• Reviews Treasury Management product offerings to improve product profitability and expand services to meet clients evolving needs.

Market Development and Solution Awareness (20%)

• Develops and executes a strategic market development plan to attain production goals 
• Leads strategic discovery conversations to understand customer/prospect operations and goals

• Develops and maintains a Treasury Management sales pipeline within CRM system

• Designs and delivers payments solutions in alignment with customer needs and goals, demonstrating fit and value
• Maintains an advanced understanding of SNBs current and prospective solution set, and position in the marketplace

Performs other duties as required and assigned.

KNOWLEDGE, SKILLS AND ABILITIES

• Knowledge and advanced understanding and application of a comprehensive commercial payment solution sets, including Treasury Services, Corporate Card and Merchant Services

• Ability to manage competing priorities and multiple tasks simultaneously
• Ability to participate in challenging conversations effectively and professionally
• Ability to justify and negotiate pricing
• Ability to network, develop and leverage relationships
• Ability to be self-motivated with the ability to work independently in role
• Strong communication and presentation skills

• Detail oriented with excellent organizational and time management skills

• Strong and creative problem-solving skills
• Ability to complete required training by assigned due date.
• Ability to maintain regular and reliable attendance.
• Ability to possess a valid driver’s license and maintain a clean driving record in order to conduct essential functions of the job
• Ability to travel 15% of the time to attend [client meetings, events, conferences, etc.

EDUCATION* 

• Minimum of a bachelor’s degree in business, finance or related field required.

EXPERIENCE*

• Minimum of 5 years of experience in Treasury Management sales required
• Demonstrated experience in product pricing and negotiation, and ability to set competitive pricing for customers.

*Equivalent education and experience will be considered

PHYSICAL REQUIREMENTS

While performing the duties of this job, the employee is regularly required to stand; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear.  The employee frequently is required to walk.  Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, and depth perception.

WORKING CONDITIONS

This job operates in a professional office environment with normal office working conditions. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets, etc.

 AFFIRMATIVE ACTION
Security National Bank provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state and local laws.