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First National Bank Texas

Treasury Managment Sales Officer

First National Bank Texas Fort Worth, Texas, 76102 Full-time 16 hours ago
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.
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Fort Worth, Texas, 76102
On-site
Full-time
16 hours ago

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