Treasury Managment Sales Officer

First National Bank Texas•Fort Worth, TX

12d•Hybrid

About The Position

The Treasury Management Sales Officer will identify and pursue new business opportunities to expand the Treasury Management client portfolio. This role involves building and maintaining relationships with internal partners, Commercial Lenders, and Branch Managers to generate leads and referrals. The officer will conduct thorough client needs assessments to propose tailored treasury solutions and serve as the primary contact for Treasury Management clients, ensuring satisfaction and long-term engagement. Responsibilities include conducting regular relationship reviews, proactively resolving client issues, and providing consultative support on treasury products and services. A deep expertise in Treasury Management products such as ACH, wire transfers, positive pay, remote deposit capture, merchant services, and account analysis is required. The role also involves developing and delivering effective sales presentations and proposals, collaborating with the implementation team for seamless onboarding, and ensuring adherence to all bank policies, procedures, and regulatory requirements. Risk mitigation through appropriate documentation, account setup, and fraud prevention compliance is crucial. The officer will track and report sales activities, pipeline progress, and revenue generation to meet targets, and provide management with updates on market trends, competitive landscape, and client feedback. Regular and predictable attendance and punctuality are expected.

Requirements

At least 18 years of age
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

Nice To Haves

Bachelor's degree in Business, Finance, or a related field preferred

Responsibilities

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