Bilingual Treasury Sales Management Officer at First National Bank Texas
San Antonio, TX 78217, USA -
Full Time


Start Date

Immediate

Expiry Date

16 Nov, 25

Salary

0.0

Posted On

17 Aug, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Good communication skills

Industry

Marketing/Advertising/Sales

Description

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 Employe

Responsibilities

Please refer the Job description for details

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