Treasury Management Sales Strategist 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

It starts with our culture...

Common sense has never been common.

If it were, the world would be a different place. Things would run smoothly and on time. People would do what they say and say what they do. Everything would be fair, without all the small talk. And banks would only sell you what you need. When a banker looked at a client, they wouldn’t just see a number, they’d see a dad or a mom or a graduate or a business owner. Our Bankers understand the complexities of people’s lives and offer simple solutions.

That's the basics of Relationships. Fairness. Simplicity®. When you choose our Company, you have an opportunity to make an impact beyond the walls of our buildings.

We have a long-standing commitment to Equity, Diversity and Inclusion. Through our banking relationships, investing, grants, and volunteerism, NBH Bank promotes the growth, revitalization and sustainability of the communities we serve. We believe that these are important elements in building and sustaining a successful organization and a positive, results-driven culture. We strive for all of our associates to feel welcome and empowered at work.

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, are expected to solidify client retention by providing a superior level of client service, assess client needs and recommends effective strategies; negotiates 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.

All associates are expected to maintain current knowledge and consistent compliance with regulations and bank policies and procedures related to the position, including but not limited to Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC) requirements.

Minimum Requirements: To be considered for this position, you must possess the following qualifications.

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

Desired Qualifications: To be considered an ideal candidate, you should possess some of the following qualifications:

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

Skills & Abilities: Ideal candidates for this position should possess some or all of the following skills:

• 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

Work Environment:

We are a culture that believes that people are our greatest asset and are at the heart of everything we do. We take pride in bringing clarity and simplicity to our associates (employees) and clients. Our decisions are made efficiently, fairly and locally. Our success is directly tied to the communities we serve. It is equally important for us to look through the lens of our applicants and associates to identify their individual needs. As such, we want to share the following:

• We are committed to our core value of meritocracy and supporting our associates in growing within their role
• 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).

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.

If this is what you believe in, then you’re definitely right for us. Consider making an investment in us, so that we may invest in you and your bright future.