Public Funds Growth & Treasury Solutions Specialist

NewFirst National Bank; Houston (TX); On-site; USD 70,000 - 100,000; Full time

Job summary

NewFirst National Bank in Houston, TX seeks a Business Development Officer – Special Deposits to grow public funds and special deposits through consultative sales and proactive relationship management. You will identify governmental clients, assess liquidity needs, and propose Treasury Solutions and related deposit products to optimize cash flow and collateralization.

Collaborating with Treasury Solutions, Deposit Operations, and regional partners, you will manage a strong pipeline, present

Qualifications

• High school diploma or equivalent required.
• 2+ years banking/financial services experience or business development sales.
• Knowledge of business banking products and Treasury Management services.
• Proven relationship development and sales skills.

Responsibilities

• Develop public funds and special deposit relationships via prospecting, referrals, and networking.
• Conduct discovery meetings to understand deposit structures and liquidity needs.
• Recommend public funds products and Treasury Solutions to clients.
• Grow Treasury Solutions adoption and non-interest income.
• Collaborate with lenders, operations, and other partners to deliver solutions.
• Maintain active sales pipeline and manage relationship development and retention.

Skills

Relationship building

Consultative selling

Verbal and written communication

Prospecting & networking

Time management

Independent work

CRM proficiency

Education

High school diploma or equivalent

2+ years banking/financial services or business development sales experience

Tools

CRM systems

Microsoft Office

Job description

NewFirst National Bank in Houston, TX seeks a Business Development Officer – Special Deposits to grow public funds and special deposits through consultative sales and proactive relationship management. You will identify governmental clients, assess liquidity needs, and propose Treasury Solutions and related deposit products to optimize cash flow and collateralization.

Collaborating with Treasury Solutions, Deposit Operations, and regional partners, you will manage a strong pipeline, present