Job Description Identify and pursue new business opportunities to expand the Treasury Management client portfolio Build and maintain relationships with internal partners, Commercial Lenders, and Branch Managers, to generate leads and referrals Conduct thorough client needs assessments to propose tailored treasury solutions Serve as the primary contact for Treasury Management clients, ensuring satisfaction and long-term engagement Conduct regular relationship reviews to assess the effectiveness of current solutions and recommend enhancements as needed Proactively resolve client issues and provide consultative support on treasury products and services Maintain deep expertise in Treasury Management products such as ACH, wire transfers, positive pay, remote deposit capture, merchant services, and account analysis Develop and deliver effective sales presentations and proposals Collaborate with the implementation team to ensure seamless onboarding of new clients Ensure adherence to all bank policies, procedures, and regulatory requirements Mitigate risk by ensuring appropriate documentation, account setup, and compliance with fraud prevention measures Track and report sales activities, pipeline progress, and revenue generation to meet or exceed established targets Provide management with regular updates on market trends, competitive landscape and client feedback Regular and predictable attendance and punctuality Physical Requirements: Must be able to remain in a sitting stationary position for extended periods of time Constantly operate a computer and other office machinery Regular travel to client locations within assigned markets Occasional evening and weekend hours may be required due to business need Ability to lift up to 25 pounds FNBT is an equal opportunity employer.
Not specified in the original listing.
Not specified in the original listing.
First National Bank Texas provides banking and financial services. They focus on meeting the needs of their customers through a range of products and services, ensuring a commitment to customer service and operational excellence. Read More