Treasury Managment Sales Officer

FNBT - First National Bank Texas; Fort Worth (TX); On-site; USD 90,000 - 130,000; Full time

Job summary

FNBT - First National Bank Texas is seeking an experienced Treasury Management Sales Officer to expand our commercial client portfolio. You will identify opportunities, build relationships with internal partners, and tailor treasury solutions to meet client needs.

The role requires 3+ years in Treasury Management or related financial services field, a proven sales record, strong communication and negotiation skills, and the ability to work independently in a fast-paced environment with travel to

Qualifications

• Bachelor's degree in business/finance preferred.
• Minimum of three years' experience in Treasury Management, Commercial Banking, or related financial services role.
• Proven success in sales and relationship management.
• Strong knowledge of treasury products, payment systems, and cash management strategies.
• Excellent communication, presentation, and negotiation skills.
• Ability to work independently, prioritize tasks, and meet deadlines in a fast-paced environment.
• Creative problem solving skills, deadline-driven and commitment to excellence.
• Must successfully pass background investigation according to company policy.
• Must be able to get along with co-workers and work effectively in a team environment.

Responsibilities

• Identify and pursue new business opportunities to expand the Treasury Management client portfolio.
• Build and maintain relationships with internal partners, Commercial Lenders, and Branch Managers, to generate leads and referrals.
• Conduct thorough client needs assessments to propose tailored treasury solutions.
• Serve as the primary contact for Treasury Management clients, ensuring satisfaction and long-term engagement.
• Conduct regular relationship reviews to assess the effectiveness of current solutions and recommend enhancements as needed.
• Proactively resolve client issues and provide consultative support on treasury products and services.
• Maintain deep expertise in Treasury Management products such as ACH, wire transfers, positive pay, remote deposit capture, merchant services, and account analysis.
• Develop and deliver effective sales presentations and proposals.
• Collaborate with the implementation team to ensure seamless onboarding of new clients.
• Ensure adherence to all bank policies, procedures, and regulatory requirements.
• Mitigate risk by ensuring appropriate documentation, account setup, and compliance with fraud prevention measures.
• Track and report sales activities, pipeline progress, and revenue generation to meet or exceed established targets.
• Provide management with regular updates on market trends, competitive landscape and client feedback.
• Regular and predictable attendance and punctuality.

Skills

Relationship management

Sales

Communication

Negotiation

Independent work

Problem solving

Team collaboration

Education

Bachelor's degree in Business/Finance

Tools

Treasury software

Payment systems

Job description

• At least 18 years of age
• Bachelor's degree in Business, Finance, or a related field preferred
• Minimum of three years' experience in Treasury Management, Commercial Banking, or related financial services role
• Proven success in sales and relationship management
• Strong knowledge of treasury products, payment systems, and cash management strategies
• Demonstrated ability to drive results by effectively addressing customer needs and delivering high-quality service. Excellent communication, presentation, and negotiation skills
• Ability to work independently, prioritize tasks, and meet deadlines in a fast-paced environment
• Creative problem solving skills, deadline-driven and commitment to excellence
• Must successfully pass background investigation according to company policy
• Must be able to get along with co-workers and work effectively in a team environment

Job Description

• Identify and pursue new business opportunities to expand the Treasury Management client portfolio
• Build and maintain relationships with internal partners, Commercial Lenders, and Branch Managers, to generate leads and referrals
• Conduct thorough client needs assessments to propose tailored treasury solutions
• Serve as the primary contact for Treasury Management clients, ensuring satisfaction and long-term engagement
• Conduct regular relationship reviews to assess the effectiveness of current solutions and recommend enhancements as needed
• Proactively resolve client issues and provide consultative support on treasury products and services
• Maintain deep expertise in Treasury Management products such as ACH, wire transfers, positive pay, remote deposit capture, merchant services, and account analysis
• Develop and deliver effective sales presentations and proposals
• Collaborate with the implementation team to ensure seamless onboarding of new clients
• Ensure adherence to all bank policies, procedures, and regulatory requirements
• Mitigate risk by ensuring appropriate documentation, account setup, and compliance with fraud prevention measures
• Track and report sales activities, pipeline progress, and revenue generation to meet or exceed established targets
• Provide management with regular updates on market trends, competitive landscape and client feedback
• Regular and predictable attendance and punctuality

Physical Requirements

• Must be able to remain in a sitting stationary position for extended periods of time
• Constantly operate a computer and other office machinery
• Regular travel to client locations within assigned markets
• Occasional evening and weekend hours may be required due to business need
• Ability to lift up to 25 pounds

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