Jobs · Finance · Texas

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

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