Buiness Development & Treasury Officer

Key Responsibilities

• Develop new commercial banking relationships while maintaining and expanding an existing portfolio of business customers.
• Generate new business leads through networking and outreach within the local business community.
• Call on prospective and existing clients to identify cross-selling opportunities and recommend appropriate banking products and services.
• Meet or exceed branch goals related to deposits, business development, and cross-selling initiatives.
• Promote and establish Business Solutions products, including Cash Management, Merchant Services, and Select Pay.
• Serve as the primary point of contact for business customers regarding treasury management products, questions, and service needs.
• Open new business accounts and assist customers with debit cards, credit cards, check orders, wire transfers, and Business Solutions setup.
• Maintain accurate documentation of prospecting activities, customer interactions, and business development efforts.
• Respond to customer inquiries, resolve issues, and escalate concerns when appropriate.
• Ensure all work is completed accurately while maintaining compliance with applicable banking regulations and internal policies.

Required Skills & Background

• College Degree.
• Strong business development and relationship-building skills.
• Excellent customer service, verbal communication, and written communication abilities.
• Proficiency with Microsoft Word and Excel.
• Strong organizational, analytical, and time management skills.
• Ability to work independently while contributing to a collaborative team environment.
• Ability to maintain confidentiality and exercise sound judgment.
• Demonstrated understanding of regulatory and compliance requirements.

Preferred Skills

• Strong network within the Dallas area.
• Experience promoting treasury management or business banking products.
• Experience working with commercial or business banking customers.
• Strong problem-solving and critical thinking abilities.
• Ability to manage multiple priorities while maintaining a high level of accuracy.