Treasury & Deposits Relationship Specialist

Sunwest Bank; Dallas (TX); Presencial; USD 70 000 - 90 000; Tempo integral

Resumo da oferta

A regional financial institution in Dallas is seeking a candidate to drive new business through sales of various financial services, including Property Management and Treasury services. Responsibilities include generating leads, maintaining a sales pipeline, and ensuring compliance with banking regulations. The ideal candidate should have at least 5 years of relevant experience in Deposit and Treasury Management, strong communication skills, and the ability to address complex client needs. This role does not include supervisory responsibilities.

Qualificações

• 5 years of related experience or training in financial services.
• Exceptional verbal and written communication skills.
• Ability to deal with complex problems in non-standardized situations.

Responsabilidades

• Generate new business through identifying market opportunities.
• Drive new sales opportunities by determining client needs.
• Maintain active sales pipeline and provide updates using CRM.

Conhecimentos

Communication

Decision Making

Initiative

Organization

Results Orientated

Formação académica

5 years of related Deposit and Treasury Management experience

Knowledge of state and federal banking compliance regulations

Ferramentas

Sales Force

CRM tools

Descrição da oferta de emprego

A regional financial institution in Dallas is seeking a candidate to drive new business through sales of various financial services, including Property Management and Treasury services. Responsibilities include generating leads, maintaining a sales pipeline, and ensuring compliance with banking regulations. The ideal candidate should have at least 5 years of relevant experience in Deposit and Treasury Management, strong communication skills, and the ability to address complex client needs. This role does not include supervisory responsibilities.