Treasury Management Officer
On-siteHouston, Texas, United States
Job Summary
Develop and execute a comprehensive Treasury Management sales and prospecting strategy to identify client needs and position solutions against competitors. Manage customer visits by maintaining consistent contact, reviewing historical ACH, Wire, and Remote Deposit limits, and overseeing the full sales cycle from drafting proposals to supporting onboarding. Strengthen client relationships by generating cross-sell opportunities, educating clients on security best practices, and partnering with Relationship Managers to identify review opportunities. Adjust strategies based on the competitive landscape while attending industry events like HTMA and TEXPO. Maintain strong ongoing relationships to ensure solutions continue meeting client needs.
Required Qualifications
- Bachelor's degree or equivalent education/work experience
- Minimum 3-5 years of demonstrated success in direct sales roles in treasury or cash management capacity
- Travel to various locations for client meetings and other work-related activities
- Proficient in Microsoft Office Suite
- Attention to detail with high concern for data accuracy
- Excellent organizational skills with proven ability to prioritize and manage multiple responsibilities and projects in a fast-paced environment
- Strong written and verbal communication skills and ability to convey a positive attitude
- Analytical skills, problem solving and good time management
- Cooperation/Teamwork and patience in dealing with customers
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