Req ID: 78203
Location: Dallas -DAL
Areas of Interest: Treasury Services
Pay Transparency Salary Range: Not Available
Application Deadline: 07/09/2026
Bonus TypeFormula Based
SummaryAs the treasury management team, we engage directly with clients, providing market insights and best practices on areas such as treasury optimization, reducing fraud risk, working capital benchmarking, and industry-leading trends. We define strategic goals and develop holistic strategies, using a proactive approach to deliver cutting-edge solutions that meet our clients' evolving needs.
Job DescriptionThe
Treasury Management Officer II prospects, markets, sells, cross-sells, and implements the Bank's commercial depository services and treasury management and working capital products to customers and prospects. Acts as a liaison between customers and Bank's service departments to support sales implementation and service issues. Manages customer relationships to ensure all needs are addressed. Impacts market share and success in the market.
How You'll Spend Your Time- You will build and manage professional client relationships to grow treasury management and working capital business.
- You will leverage market and business expertise to engage external stakeholders and drive new business development.
- You will develop and present tailored treasury strategies, proposals, and profitability analyses to achieve portfolio and revenue goals.
- You will support the full client lifecycle by coordinating deal development, onboarding, service handoff, and resolution of complex issues.
- You will identify cross-sell opportunities and partner with internal teams to ensure timely follow-up and execution.
Education & Experience RequirementsThis level of knowledge is normally acquired through completion of a Bachelor's Degree and 3-5 years' experience in treasury management product sales or equivalent combination of education and experience.
- Excellent knowledge of product delivery systems and on-line computer systems
- Thorough knowledge of banking and cash management products
- Excellent knowledge of Bank operations
- Good PC and software application skills
- Excellent interpersonal, verbal, and written communication skills
- Specialized cash management training; Certified Cash Management (CCM)/Certified Treasury Professional (CTP) preferred
