Jobs · Business Development · Texas

Treasury Management - Sales Associate III

Hillcrest Bank · Dallas, TX · 3 wk ago
Business DevelopmentFull-time

Culture

Common sense has never been common. If it were, the world would be a different place. Things would run smoothly and on time. People would do what they say and say what they do. Everything would be fair, without all the small talk. And banks would only sell you what you need.

About the role

As a Treasury Management Sales Associate III, you will generate new cash management business and expand existing business relationships, focusing on clients with annual revenues of $10MM and up, and develop a strategic and ongoing sales plan. You will be responsible for a variety of tasks including utilizing knowledge of competition and industry best practices regarding appropriate treasury management products and services, educating relationship managers and other associates for the purpose of developing business, and maintaining a high level of company and client confidentiality.

Responsibilities

  • Identify, analyze, sell and support treasury management products and services to established clients and targeted prospective corporate clients.
  • Work closely with Commercial Relationship Managers and Specialty lines of business in achieving specific service charge and deposit goals.
  • Solidify client retention by providing a superior level of client service, assess client needs and recommend effective strategies.
  • Negotiate pricing to optimize profitability of products or service solutions, and generate revenue from the sale of treasury management products and services.
  • Participate in sales management and officer call programs.
  • Treat others with respect and consideration regardless of their status or position.

Requirements

  • Bachelor’s degree or equivalent combination of education and related work experience.
  • 15+ years of previous Treasury Management Sales experience.

Desired Qualifications

  • Advanced degree or certifications related to field.
  • 20+ years of progressive Treasury Management Sales experience.
  • CTP certification.

Skills & Abilities

  • Demonstrates strong leadership with broad knowledge of Treasury Management.
  • Excellent communication skills both written and verbal.
  • Excellent organizational skills with the ability to prioritize workload and multi-task in a fast pace environment.
  • Experience utilizing competitive analysis documents to prepare RFP’s.
  • Clear understanding of policies and procedures and able to enforce compliance regulations.
  • Exceptional internal and external client service objectives.

Work Environment

We are a culture that believes that people are our greatest asset and are at the heart of everything we do. We take pride in bringing clarity and simplicity to our associates (employees) and clients. Our decisions are made efficiently, fairly and locally. Our success is directly tied to the communities we serve. It is equally important for us to look through the lens of our applicants and associates to identify their individual needs.

Benefits

In addition to your financial compensation, we also offer a generous benefits package that includes insurance, 401k, an associate stock purchase program, paid time off, associate banking perks. For more information about the benefits offered click here.

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