Treasury Management Sales Associate – Amegy Tower/ Houston, TX

Zionsbancorp; Houston (TX); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Medical, Dental and Vision Insurance –

Life and Disability Insurance

Paid Parental Leave and Adoption Aid

Health Savings (HSA) and FSA

Paid Training and PTO

11 Paid Federal Holidays

401(k) plan with company match

Profit Sharing

Mental health benefits

Tuition Reimbursement

Ambassador banking products

Job summary

Amegy Bank, a unit of Zions Bancorporation, seeks a Treasury Management Sales Associate in Houston, TX to bridge customers, the sales officer, and the implementation team for smooth treasury solutions delivery. The role emphasizes pre-call research, proposal development, and post-sale documentation, with opportunities to support sales calls and collaborate with Relationship Managers.

A four-year degree and treasury/cash management experience are preferred; strong communication and banking

Qualifications

• Four-year undergraduate degree with Treasury Management experience preferred.
• Experience with treasury or cash management, product sales, or relationship management is required.
• Equivalency of education and experience may meet qualifications.

Responsibilities

• Provide TM Sales Officers with pre-call research, develop proposals, and prepare post-sales documentation.
• Analyze client decisions and portfolio knowledge to support sales.
• Provide sales backup and may conduct joint sales calls with TM Officers and Relationship Managers.
• Conduct other duties as assigned.

Skills

Customer service

Sales

Banking

Electronic payments

Communication skills

PC skills

Deadline management

Issue resolution

Education

Bachelor's degree

Job description

Treasury Management Sales Associate — Amegy Tower/ Houston, TX(

Job Number:

1. hours per week: 40

Description

At Amegy Bank, everyone counts! Your contributions are valued, and everyone has the opportunity to grow in their career. We’re committed to doing the very best for our customers, our communities and our employees.

We are looking for an experienced Treasury Management Sales Associate to join Amegy’s Treasury Management team in Houston, TX. This role serves as a liaison between the customer, the sales officer, and the implementation team to ensure a satisfactory implementation experience.

Essential Functions:

• Provide TM Sales Officers with pre-call research, develop proposals, and prepare post-sales customer documentation.
• Have a strong knowledge of the portfolio to successfully analyze decisions made for the client.
• Provide sales backup for the TM Sales Officer and may conduct joint sales calls with the TM Sales Officers and Relationship Managers.
• Conduct other duties as assigned.

Qualifications:

A four-year undergraduate degree along with direct Treasury Management experience is preferred. Experience with treasury or cash management, product sales, relationship management, lending or other directly related experience is required. An equivalent combination of education and experience may meet job qualifications.

• Basic knowledge of customer service, sales, banking, and electronic payment processing.
• Must have excellent written and verbal communication skills, customer service skills, and PC skills.
• Ability to meet deadlines, resolve issues.
• Candidates in Houston are and surrounding communities highly preferred.

Benefits:

At Amegy Bank, we strive to create value for our customers, communities, employees, and shareholders. As a member of our team, we recognize the essential role you will play in our success. Our benefit plans are designed to help protect the health and well-being of you and your families, while helping you grow in your career.

• Medical, Dental and Vision Insurance – START DAY ONE!
• Life and Disability Insurance, Paid Parental Leave and Adoption Assistance
• Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts
• Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays
• 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
• Mental health benefits including coaching and therapy sessions
• Tuition Reimbursement for qualifying employees
• Employee Ambassador preferred banking products

Work Locations

Texas-Houston-TX – Amegy Tower
Treasury Mgmt

ABOUT OUR COMPANY

Zions Bancorporation is one of the nation’s premier financial services companies with total assets exceeding $65 billion. Zions operates under local management teams and distinct brands in 11 western states: Arizona, California, Colorado, Idaho, Nevada, New Mexico, Oregon, Texas, Utah, Washington and Wyoming.
The company is a national leader in Small Business Administration lending and public finance advisory services, and is a consistent top recipient of Greenwich Excellence awards in banking. In addition, Zions is included in the S&P 500 and NASDAQ Financial 100 indices.
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Equal Opportunity Employer
It is the policy of this corporation to provide equal employment and advancement opportunities to all employees and applicants for employment, without regard to race, color, religion, age (40 and over), sex, pregnancy, gender, disability, national origin, ethnic background, citizenship, veteran status, sexual orientation, gender identity and expression or any other characteristic protected by applicable law. This policy is established and administered in accordance with all applicable federal, state, and local laws.
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