Treasury & Deposits Relationship Specialist

Sunwest Bank; Dallas (TX); On-site; USD 70,000 - 90,000; Full time

Job summary

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.

Qualifications

• 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.

Responsibilities

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

Skills

Communication

Decision Making

Initiative

Organization

Results Orientated

Education

5 years of related Deposit and Treasury Management experience

Knowledge of state and federal banking compliance regulations

Tools

Sales Force

CRM tools

Job description

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.