Treasury Managment Sales Officer

FNBT - First National Bank Texas; Fort Worth (TX); On-site; USD 70,000 - 110,000; Full time

Job summary

FNBT - First National Bank Texas seeks a Treasury Management Relationship Manager to identify opportunities and grow a client portfolio in Fort Worth. You will collaborate with lenders and branches to tailor treasury solutions and deliver high-quality service.

The role emphasizes proactive client consultations, onboarding, and ongoing relationship reviews to maximize revenue and client satisfaction in a fast-paced banking environment.

Qualifications

• Bachelor's degree in business, finance or related field preferred.
• Minimum of three years' experience in Treasury Management or related financial services.
• Strong sales, relationship management, and communication skills.
• Solid knowledge of treasury products, payment systems, and cash management.

Responsibilities

• Identify and pursue new business opportunities to expand Treasury Management clients.
• Build and maintain relationships with internal partners and lenders to generate referrals.
• Assess client needs and propose tailored treasury solutions.
• Serve as primary contact for Treasury Management clients and ensure satisfaction.
• Track sales activities and report progress toward targets.

Skills

Treasury Management

Relationship Management

Sales Experience

Communication Skills

Regulatory Knowledge

Education

Bachelor's degree in Business/Finance

Tools

Treasury Platforms

CRM (Customer Relationship Management)

Job description

Qualifications

• 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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FCBI is an Equal Opportunity Employer
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