Treasury Management - Sales Associate III

Vista Bank; Dallas (TX); On-site; USD 100,000 - 130,000; Full time

Benefits offered by this job

Generous benefits package

401k

Associate stock purchase program

Paid time off

Associate banking perks

Job summary

Vista Bank is seeking a Treasury Management Sales Associate III in Dallas, Texas, to generate and expand cash management business. Candidates must possess 15+ years of Treasury Management Sales experience and a Bachelor’s degree.

The role involves assessing client needs, handling treasury management products, maintaining confidentiality, and working closely with relationship managers. A generous benefits package, including insurance and 401k, is offered.

Qualifications

• 15+ years of previous Treasury Management Sales experience.
• Advanced degree or certifications related to the field preferred.
• 20+ years of progressive Treasury Management Sales experience is a plus.

Responsibilities

• Generate new cash management business and expand existing relationships.
• Maintain a high level of client and company confidentiality.
• Assess client needs and recommend strategies.

Skills

Leadership in Treasury Management

Excellent communication skills

Organizational skills

Competitive analysis

Client service objectives

Education

Bachelor’s degree or equivalent

Job description

Treasury Management - Sales Associate III

Job Description

As a Treasury Management Sales Associate III, you will generate new cash management business and expansion of existing business relationships, focusing on clients with annual revenues of $10MM and up, and develop a strategic and ongoing sales plan. You will be responsible for a variety of tasks including utilizing knowledge of competition and industry best practices regarding appropriate treasury management products and services, educating relationship managers and other associates for the purpose of developing business, and maintaining a high level of company and client confidentiality. As the Sales Associate you will be directly responsible for identifying, analyzing, selling and supporting treasury management products and services to established clients and targeted prospective corporate clients, and work closely with Commercial Relationship Managers and Specialty lines of business in achieving specific service charge and deposit goals. Additionally, you are expected to solidify client retention by providing a superior level of client service, assess client needs and recommend effective strategies; negotiate pricing to optimize profitability of products or service solutions, and generate revenue from the sale of treasury management products and services. You will attain established individual, department and Bank goals through active participation in sales management and officer call programs, build a great rapport with clients and fellow associates, and treat others with respect and consideration regardless of their status or position.

Minimum Requirements

• Bachelor’s degree or equivalent combination of education and related work experience.
• 15+ years of previous Treasury Management Sales experience.

Desired Qualifications

• Advanced degree or certifications related to field.
• 20+ years of progressive Treasury Management Sales experience.
• CTP certification

Skills & Abilities

• Demonstrates strong leadership with broad knowledge of Treasury Management
• Demonstrate excellent communication skills both written and verbal
• Demonstrates excellent organizational skills with the ability to prioritize workload and multi-task in a fast pace environment
• Experience utilizing competitive analysis documents to prepare RFP’s
• Clear understanding of policies and procedures and able to enforce compliance regulations
• Exceptional internal and external client service objectives

Benefits

• In addition to your financial compensation, we also offer a generous benefits package that includes insurance, 401k, an associate stock purchase program, paid time off, associate banking perks. For more information about the benefits offered click here.

Physical Demands

• When completing certain tasks, an associate may need to be able to grasp, push, pull, lift, bend, raise and hold hands and arms overhead.
• Office setting with traditional hours.
• Standing for extended periods of time (typically no longer than 8 hours).
• Must be able to work at a rapid pace for long periods of time (typically no longer than 8 hours).

EEO Statement

The Bank is committed to providing qualified applicants and associates reasonable accommodation, when necessary, to enable the individuals to complete the application process and/or perform the essential functions of the job. The Bank's policy is to provide equal opportunity to all people without regard to race, color, religion, national origin, ancestry, marital status, veteran status, age, disability, pregnancy, genetic information, citizenship status, sex, sexual orientation, gender identity or any other legally protected category. The Bank is proud to be a drug‑free workplace.