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. Work independently and collaboratively to strengthen client relationships, generate cross-sell opportunities, and refer clients to additional banking services. Review historical ACH, Wire, and Remote Deposit limits for new and existing clients while overseeing the full sales cycle from proposal drafting to onboarding. Maintain strong, ongoing relationships with clients, educate them on security best practices and fraud-prevention protocols, and adjust strategies based on the competitive landscape. Attend HTMA events and the annual TEXPO conference to stay current on industry developments. This role offers flexible office locations in Houston (Katy Freeway), Pasadena, or Texas City for a fast-growing community bank founded in 1973.
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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