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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
FNBT is an equal opportunity employer.
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
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Worksite address
fort worth, TX, 76102, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.