Treasury Management Officer II

Simmons Bank; Dallas (TX); On-site; USD 85,000 - 125,000; Full time

Job summary

Simmons Bank is seeking a Treasury Management Officer to drive revenue growth by acquiring new commercial relationships and expanding treasury services within existing clients. You will partner with Commercial Banking teams to design solutions that improve cash flow, reduce fraud risk, and optimize payments.

You will manage the full sales cycle from discovery to implementation, while building deep client relationships and a strong pipeline.

Qualifications

• BS/BA in Business or Finance preferred
• 3–7 years of applicable experience in treasury or commercial banking
• Proven consultative sales and business development

Responsibilities

• Solicit, establish, and maintain commercial treasury management relationships focusing on treasury products and core deposit growth.
• Develop and execute a strategic calling plan to generate treasury revenue opportunities.
• Collaborate with Commercial Banking relationship managers on joint sales calls.
• Provide training to banking partners as needed.
• Build and maintain a robust pipeline to achieve sales and revenue goals.
• Conduct client needs assessments for cash management, payments, receivables, liquidity, and fraud prevention.
• Prepare and deliver treasury proposals and recommendations.
• Negotiate pricing and service agreements within bank guidelines.
• Stay informed on treasury trends and payment technologies.
• Strengthen client relationships through account reviews and treasury strategy discussions.
• Facilitate smooth transition from sales to implementation and onboarding.
• Aim for growth in treasury fee income, deposits, and product sales.
• Maintain accurate activity, pipeline, and sales documentation.

Skills

Treasury management

Sales and consulting

Client relationship

Cash flow analysis

Payments systems

Fraud prevention

Negotiation

PowerPoint/ presentations

Education

BS/BA in Business or Finance

Tools

Microsoft Office

Job description

Position Summary

It's fun to work in a company where people truly BELIEVE in what they're doing! We're committed to bringing passion and customer focus to the business. The Treasury Management Officer is responsible for driving treasury management revenue growth through the acquisition of new commercial relationships and the expansion of treasury services within existing client portfolios. This role serves as a consultative sales partner to Commercial Banking teams by delivering treasury solutions that improve clients' cash flow management, operational efficiency, fraud mitigation, and payment processes. The Treasury Management Sales Officer develops deep client relationships, identifies opportunities, designs customized treasury solutions, and manages the sales process from discovery through implementation. Success is measured through fee income growth, deposit generation, client acquisition, treasury product penetration, and portfolio retention.

Essential Duties and Responsibilities

• Solicit, establish, and maintain commercial treasury management banking relationships for the bank with a focus on treasury management products and core deposit growth.
• Develop and execute a strategic calling plan to generate new treasury management revenue opportunities within existing and prospective commercial relationships.
• Collaborate closely with Commercial Banking relationship managers on joint sales calls and business development activities.
• Provide training and continuing education to banking partners as needed.
• Build and maintain a robust pipeline of treasury management opportunities to achieve annual sales and revenue goals.
• Conduct client needs assessments to identify cash management, payments, receivables, liquidity, and fraud prevention opportunities.
• Prepare and deliver professional sales presentations, proposals, and treasury solution recommendations.
• Negotiate pricing and service agreements within established bank guidelines.
• Maintain a strong understanding of industry trends, payment technologies, and treasury best practices.
• Strengthen client relationships through regular account reviews and treasury strategy discussions.
• Facilitate a seamless transition from sales to implementation and onboarding.
• Achieve established goals for Treasury fee income, Deposit growth, and Product sales.
• Maintain accurate activity, pipeline, and sales documentation.

Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.

Skills

• Strong understanding of: Treasury Management products and services
• Commercial banking operations
• Cash flow analysis
• Payments systems and processing
• Fraud prevention solutions
• Deposit and liquidity management
• Demonstrated ability to identify client needs and develop customized treasury solutions.
• Strong sales, negotiation, and presentation skills.
• Excellent verbal and written communication abilities.
• Ability to build trust and credibility with commercial bankers, executives, business owners, and financial decision-makers.
• Strong analytical and problem-solving skills.
• Ability to manage multiple priorities and deadlines in a fast-paced environment.
• Strong Microsoft Office proficiency including Excel, PowerPoint, Word, and Teams.

Education and/or Experience

• BS/BA degree in Business or Finance preferred
• Minimum of 3-7 years of applicable experience
• Proven success in consultative sales and business development.

Certificates, Licenses, Registrations

• CTP or other industry designation is preferred, not required

Other Qualifications (including physical requirements)

• Self-starter and highly motivated
• Excellent written and oral communication skillsOther

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Activities, duties and responsibilities may change at any time with or without notice.

Equal Employment Opportunity Information:

Simmons First National Corporation and its subsidiaries are committed to a policy of equal employment with respect to a person's race, color, religion, sex, ancestry, sexual orientation, gender identity, national origin, covered veterans, military status, physical or mental disability or any other legally protected classifications.

Since 1903, we’ve been putting people first by making a commitment to you. Simmons Bank is the subsidiary bank for Simmons First National Corporation (NASDAQ: SFNC), a publicly traded bank holding company headquartered in Arkansas. Founded as a community bank, Simmons Bank has grown steadily to its current size of $28 billion in assets, with more than 3,000 associates located in Arkansas, Kansas, Missouri, Oklahoma, Tennessee and Texas. Our growth has led to some amazing career opportunities, while our dynamic culture has been recognized by publications across our footprint.

Parallel to our growth, Simmons Bank’s community roots run deep - these are felt in the ways we seek to go the extra mile for our customers and communities through exceptional service and volunteerism, and in the strong career growth opportunities and wellness programs we offer associates.

Our team is characterized by collaboration, integrity and passion for all we do, high performance, and a commitment to personal and professional growth.