About The Position

Amegy Bank is seeking an experienced Treasury Management Sales Associate to join its Treasury Management team in Houston, Texas. The role serves as a liaison between customers, sales officers, and the implementation team to help ensure a satisfactory implementation experience. The associate supports sales officers with research, proposals, and customer documentation, and may provide sales backup or participate in joint sales calls. Candidates in Houston and surrounding communities are highly preferred.

Requirements

  • Experience with treasury or cash management, product sales, relationship management, lending, or other directly related experience.
  • Basic knowledge of customer service, sales, banking, and electronic payment processing.
  • Excellent written and verbal communication skills.
  • Strong customer service skills and PC skills.
  • Ability to meet deadlines and resolve issues.

Nice To Haves

  • A four-year undergraduate degree and direct Treasury Management experience are preferred.
  • Candidates in Houston and surrounding communities are highly preferred.

Responsibilities

  • Provide Treasury Management Sales Officers with pre-call research.
  • Develop proposals.
  • Prepare post-sales customer documentation.
  • Analyze decisions made for clients using knowledge of the portfolio.
  • Provide sales backup for Treasury Management Sales Officers.
  • Conduct joint sales calls with Treasury Management Sales Officers and Relationship Managers.
  • Perform other duties as assigned.

Benefits

  • Medical, dental, and vision insurance starting on day one.
  • Life and disability insurance.
  • Paid parental leave and adoption assistance.
  • Health savings, flexible spending, and dependent care accounts.
  • Paid training.
  • Paid time off.
  • 11 paid federal holidays.
  • 401(k) plan with company match.
  • Profit sharing.
  • Competitive compensation in line with work experience.
  • Mental health benefits, including coaching and therapy sessions.
  • Tuition reimbursement for qualifying employees.
  • Employee Ambassador preferred banking products.
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