Treasury Management Sales Officer

American National Bank of Texas • Fort Worth, TX

1d

About The Position

The Treasury Management Sales Officer is responsible for developing new and
expanding existing Treasury Management business relationships.

Requirements

• Bachelor's degree or equivalent educational/work experience
• 3-5 years of Treasury Management Services experience
• Working knowledge of Microsoft Office; moderate math and writing skills; moderate presentation skills; strong follow up abilities
• Travel to a variety of locations to perform work and/or attend meetings as required
• Work occasionally requires more than 40 hours per week to perform the essential functions of the position
• Must be able to travel regularly from location to location
• Lifting in an office setting may be required up to 30 lbs

Nice To Haves

• Preferred - 5-7 years of Treasury Management Services experience

Responsibilities

• Develops and executes Treasury Management Sales and Prospecting Plans
• Identifies needs and provides appropriate Treasury Management solutions for customer's strategies and goals
• Understands competitor capabilities and can effectively position the Bank's Treasury Management services as a competitive advantage
• Works independently and with team members on prospecting efforts and expansion of relationships, generates cross-sell opportunities and referrals to other bank lines of business
• Manages customer visits and on-going contact/relationship development
• Manages entire sales process including developing and writing proposals, making customer presentations and executing customer agreements
• Conducts Treasury Management reviews with top customers

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 251-500 employees