Treasury Management Payments Sales Officer I

at  Woodforest National Bank

Treasury Management Payments Sales Officer I-065909
Description
Take the next step toward your new career today!
Become a part of the diverse and inclusive team within our nationally recognized award-winning Bank that is one of the strongest in the nation. Woodforest National Bank is privately owned, and our Employee Stock Ownership Plan is the largest shareholder. We focus on building relationships and discovering opportunities to better serve our communities and understand the financial needs of every customer we serve. At Woodforest we care and prove it by volunteering with local charities and foodbanks to give back to the communities we serve. By joining Woodforest you will become a part of one of the largest employee-owned banks in the country!
The Treasury Management Payments Sales Officer I is responsible for managing and promoting the growth of a portfolio of business and middle market customers utilizing merchant services. This includes analyzing customer needs; identifying and advising on product and service solutions; and providing training and customer service support.
Responsibility may include portfolio management, and assisting with reviewing and adjusting related policies and pricing to ensure compliance and competitiveness of the Bank’s commercial treasury management products.

Key Responsibilities:

• Responsible for sourcing new merchant service clients and act as a liaison between the commercial banking teams and the Woodforest Acceptance Solutions team.
• Partners with commercial relationship managers and merchant acquiring client relationship managers to respond to customer inquiries and research requests for related specialized services.
• Project manages the sales cycle including assigning deals and managing workload of treasury management officers, monitoring production results, and implementing process and performance improvements.
• Evaluates customer relationships and performs analyses to strategize product and service solutions; makes recommendations and provides action plans to customers and relationship managers.
• Prepares and delivers pricing proformas, proposals, presentations and bid recommendations.

Competencies Required:

• Expert sales and marketing experience.
• Demonstrated ability to cross-sell and explain all Bank products and services with confidence and authority.
• Knowledgeable of merchant products and services, industry trends, pricing strategies, customer needs analysis and proposal development.
• Exceptional communication, presentation and consultation skills.
• Excellent time management and organizational skills with the ability to prioritize workload and multi-task in a fast pace environment while maintaining attention to detail.
• Strategic and problem-solving mindset with developed analytical ability, critical thinking, and decision-making skills.
• Excellent customer service and relationship management skills with the ability to effectively interact with internal and external top executives and business owners in a variety of industries.
• Expert knowledge of related state and federal banking compliance regulations, Bank policies and procedures, and the Bank’s products and services.
• Excellent organizational and time management skills.
• Proficiency with Microsoft office (PowerPoint, Excel, Office, Word, and SharePoint and the ability to navigate banking software applications

Qualifications

Minimum Qualifications/Experience:

• 5+ years of sales, support and business development experience in the financial services industry required.
• 3+ years in a merchant sales role preferred.
• 3+ years of product management experience in the merchant industry preferred.

Formal Education & Certification:

• Bachelor’s degree in a business-related field preferred.

Work Status:

• Full-Time.

Supervisory Responsibility:

• None.

Travel:

• Up to 50% regional travel expected.

Working Conditions:

• Conditions involve lifting no more than ten pounds, sitting most of the time, but may involve walking, moving, or standing for brief periods, and occasionally lifting and carrying articles like files, ledgers, folders, etc.

Disclaimer:
This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Nothing herein restricts management’s right to assign or reassign duties and responsibilities to this job at any time.
Woodforest is an Equal Opportunity / Affirmative Action employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status, or other status protected by law or regulation.
Job: Lending
Primary Location: Texas-The Woodlands
Schedule: Full-time
Work Locations: TX - Towncenter-0312 1330 Lake Robbins Dr. The Woodlands 77380
Unposting Date: Ongoing
Organization: Texas - Housto

• Responsible for sourcing new merchant service clients and act as a liaison between the commercial banking teams and the Woodforest Acceptance Solutions team.
• Partners with commercial relationship managers and merchant acquiring client relationship managers to respond to customer inquiries and research requests for related specialized services.
• Project manages the sales cycle including assigning deals and managing workload of treasury management officers, monitoring production results, and implementing process and performance improvements.
• Evaluates customer relationships and performs analyses to strategize product and service solutions; makes recommendations and provides action plans to customers and relationship managers.
• Prepares and delivers pricing proformas, proposals, presentations and bid recommendations