Treasury Managment Sales Officer

First National Bank Texas•Fort Worth, TX

10d

About The Position

The Treasury Management Sales Officer identifies and pursues new business opportunities to expand the Treasury Management client portfolio. The role develops relationships with internal partners, Commercial Lenders, and Branch Managers to generate leads and referrals, assesses client needs, and recommends tailored treasury solutions. The officer serves as the primary contact for Treasury Management clients, supports their satisfaction and ongoing engagement, conducts relationship reviews, resolves issues, and provides consultative support. The position requires expertise in Treasury Management products and services, including ACH, wire transfers, positive pay, remote deposit capture, merchant services, and account analysis. The officer develops sales presentations and proposals, works with the implementation team to onboard new clients, and tracks sales activity, pipeline progress, and revenue against established targets. The role also ensures compliance with bank policies, procedures, regulations, documentation requirements, account setup, and fraud-prevention measures, and provides management with updates on market trends, competition, and client feedback. Regular and predictable attendance and punctuality are required.

Requirements

At least 18 years of age.
At least three years of experience in Treasury Management, Commercial Banking, or a related financial services role.
Proven success in sales and relationship management.
Strong knowledge of treasury products, payment systems, and cash management strategies.
Ability to address customer needs effectively and deliver 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, a deadline-driven approach, and commitment to excellence.
Must successfully pass a background investigation according to company policy.
Ability to work effectively with co-workers in a team environment.

Nice To Haves

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

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 client needs assessments and propose tailored treasury solutions.
Serve as the primary contact for Treasury Management clients, supporting satisfaction and long-term engagement.
Conduct relationship reviews and recommend enhancements to current solutions.
Resolve client issues proactively and provide consultative support on treasury products and services.
Maintain expertise in Treasury Management products, including ACH, wire transfers, positive pay, remote deposit capture, merchant services, and account analysis.
Develop and deliver sales presentations and proposals.
Collaborate with the implementation team to onboard new clients.
Follow bank policies, procedures, and regulatory requirements.
Mitigate risk through appropriate documentation, account setup, and fraud-prevention measures.
Track and report sales activity, pipeline progress, and revenue generation against established targets.
Provide management with updates on market trends, the competitive landscape, and client feedback.
Maintain regular and predictable attendance and punctuality.