First National Bank Texas

Treasury Managment Sales Officer

First National Bank Texas$80K — $95K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Business, Finance, or related field preferred
  • Minimum of three years' experience in Treasury Management or related financial services role
  • Proven success in sales and relationship management
  • Strong knowledge of treasury products and cash management strategies
  • Excellent communication, presentation, and negotiation skills
  • Ability to work independently and meet deadlines in a fast-paced environment
  • Creative problem-solving skills with a commitment to excellence

Responsibilities

  • Identify and pursue new business opportunities to expand client portfolio
  • Build and maintain relationships to generate leads and referrals
  • Conduct client needs assessments to propose tailored treasury solutions
  • Serve as the primary contact for Treasury Management clients
  • Conduct relationship reviews to assess and recommend solution enhancements
  • Proactively resolve client issues and provide consultative support
  • Track and report sales activities to meet or exceed targets

Benefits

  • Comprehensive training programs
  • Collaborative work environment
  • Opportunity for regular travel and client interaction
  • Potential for evening and weekend work
Full 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

* 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

About First National Bank Texas

First National Bank Texas is a banking and financial services company that operates in Texas, Arizona, and New Mexico. The company was founded in 1901 and is headquartered in Killeen, Texas. First National Bank Texas offers a range of services, including personal and business banking, loans, mortgages, and investment services. The company has over 300 branches and 400 ATMs across its three-state footprint. First National Bank Texas is a subsidiary of First Community Bancshares, Inc.
Learn more about First National Bank Texas
Size
3,000 employees
Industry

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