Strategic Commercial Banking & Treasury Solutions Lead

NewFirst National Bank; Rosenberg (TX); Presencial; USD 70.000 - 110.000; Jornada completa

Descripción de la vacante

NewFirst National Bank in Rosenberg, TX is seeking a Business Development Officer to build new commercial relationships by understanding clients' deposit, cash flow, and liquidity needs and delivering consultative banking solutions.

The role focuses on growing operating deposits, Treasury Solutions relationships, and serving as a trusted advisor, requiring proactive prospecting, strong relationship management, and collaboration with internal partners to ensure an exceptional customer experience.

Formación

• High school diploma or equivalent required.
• 4+ years of banking/financial services experience or business development sales.
• 2+ years of Treasury Management experience.
• Proven relationship development and sales skills.
• Valid driver’s license with ability to travel throughout assigned market.

Responsabilidades

• Develop new commercial relationships through proactive prospecting, networking, referrals, and community involvement.
• Collaborate with lenders, Treasury Solutions, Deposit Operations and other partners to deliver comprehensive banking solutions.
• Prepare proposals, pricing recommendations, relationship presentations, and deposit structure recommendations for clients.
• Maintain an active sales pipeline and manage prospecting, follow-up, and retention activities.
• Transition new relationships to Treasury Solutions onboarding and staying engaged through onboarding and funding.

Conocimientos

Relationship building

Consultative selling

Prospecting

Presentation skills

Time management

CRM systems

Educación

High school diploma

Herramientas

Microsoft Office

CRM systems

Descripción del empleo

NewFirst National Bank in Rosenberg, TX is seeking a Business Development Officer to build new commercial relationships by understanding clients' deposit, cash flow, and liquidity needs and delivering consultative banking solutions.

The role focuses on growing operating deposits, Treasury Solutions relationships, and serving as a trusted advisor, requiring proactive prospecting, strong relationship management, and collaboration with internal partners to ensure an exceptional customer experience.