Treasury Solutions Consultant

Extraco Corporation; Frisco (TX); On-site; USD 85,000 - 125,000; Full time

Job summary

Extraco is seeking a Treasury Management Sales professional based in Frisco, TX. You will acquire, expand, and retain customers by selling treasury management solutions and coordinating referrals to other lines of business.

Responsibilities include collaborating with commercial lending to grow deposits and fee income, educating teammates on product usage, and staying current with banking regulations to ensure compliant treasury practices.

Qualifications

• Strong customer service and sales-oriented mindset must be evident.
• Knowledge of treasury management products and related services.
• Understanding of financial regulations and compliance standards.
• Analytical and problem-solving skills essential for client needs.

Responsibilities

• Acquire, expand, and retain bank customers through treasury management products and referrals.
• Collaborate with lending to grow deposits and fee income; educate peers on products.

Skills

Customer service

Sales mindset

Communication (verbal and written)

Adaptability

Leadership

Treasury management knowledge

Regulations/compliance awareness

Analytical/problem-solving

Education

Bachelor’s degree (Business emphasis)

CTP designation a plus

Job description

Extraco is seeking a Treasury Management Sales professional based in Frisco, TX. You will acquire, expand, and retain customers by selling treasury management solutions and coordinating referrals to other lines of business.

Responsibilities include collaborating with commercial lending to grow deposits and fee income, educating teammates on product usage, and staying current with banking regulations to ensure compliant treasury practices.