Treasury Management Sales Consultant - Houston, TX

Essential Functions

• Provides primary servicing support for portfolio clients of high value, complex Treasury Management relationships.
• Responsible for expanding and building relationships, maintaining a high level of client satisfaction by generating, managing, and servicing the treasury needs of clients.
• Track client-related issues to resolution, including those handed off to other teams for action and ensures client issues are resolved appropriately and expeditiously.
• Escalate issues as necessary with bankers, management, and product/vendor management teams.
• Responsible for properly aligning loan clients with treasury products, which fit their ongoing needs.
• Identify other client banking needs and partner with key stakeholders on cross sell opportunities.
• Facilitates onboarding of major client relationships or complex industry types.
• Review sales, service and implementation processes to recommend process efficiencies.

Qualifications

• A Bachelor’s degree in Business, Finance, or a related field, combined with over four years of experience in Treasury Management sales is preferred.
• An equivalent combination of education and experience may meet job qualifications.
• Knowledge of banking, treasury management, banking/treasury products and procedures is required.
• Local candidates are highly preferred.
• Requires knowledge of local networks with expertise and pipelines in Houston and its surrounding communities.
• A demonstrated ability to develop and maintain major banking relationships is strongly preferred.

Benefits

• Medical, Dental and Vision Insurance - START DAY ONE!
• Life and Disability Insurance, Paid Parental Leave and Adoption Assistance
• Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts
• Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays
• 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
• Mental health benefits including coaching and therapy sessions
• Tuition Reimbursement for qualifying employees
• Employee Ambassador preferred banking products