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FNBT - First National Bank Texas

Treasury Managment Sales Officer

fort worth, TX

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Job description

Qualifications

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

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

Member FDIC, Equal Housing Lender

FCBI is an Equal Opportunity Employer

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Worksite address

fort worth, TX, 76102, US

Who can apply

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