Treasury Management Sales Consultant (Merchant Services) - Amegy Tower / Houston, TX
Amegy Bank · Houston, TX · 4 mo ago
On-siteFinanceFull-time
About the role
Amegy Bank seeks a motivated and client-focused Merchant Services Sales Consultant to support the growth and management of our merchant services portfolio. This role plays a key role in acquiring new clients, deepening existing relationships, and contributing to the development and delivery of Amegy's merchant services products and solutions.
Responsibilities
- Generate merchant services referrals, new sales, and revenue growth across assigned markets.
- Proactively develop new business through independent sales calls and joint calls with Treasury Sales Consultants and/or Relationship Managers.
- Leverage all communication channels — in-person, virtual, written, and verbal — to identify opportunities and build strong pipelines.
- Create and deliver customized proposal presentations using marketing materials and strategic partner pricing tools.
- Negotiate pricing structures to support retention, margin expansion, and overall revenue goals.
- Provide exceptional onboarding and ongoing support to new and existing merchant services clients.
- Manage the end-to-end lifecycle of merchant agreements, including setup documentation, pricing quotes, and coordination with strategic partners.
- Facilitate updates or corrections to agreements, documentation, and pricing as needed.
- Work directly with strategic partners to resolve complex product issues, troubleshoot problems, and ensure client satisfaction.
- Maintain accurate weekly and monthly referral, pipeline, and activity reports.
- Support Amegy’s relationship banking culture by maintaining regular client contact, delivering outstanding service, and demonstrating strong product expertise.
- Collaborate closely with internal teams to strengthen cross-sell opportunities and enhance the overall treasury management value proposition.
Qualifications
- A four-year undergraduate degree in business or finance along with direct Merchant Services experience is preferred.
- Experience with Merchant services, treasury or cash management, product sales, relationship management, lending or other directly related experience is required. 4+ years' experience preferred.
- An equivalent combination of education and experience may meet job qualifications.
- Effective sales presentation and negotiation skills.
- Strong sales aptitude with demonstrated professionalism, flexibility, and customer-first mindset.
- Ability to manage multiple priorities while maintaining accuracy and follow-through.
- Knowledge of banking, merchant services, 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 product