Treasury Management Sales Officer (Full Time) - Sterling Plaza at PROSPERITY BANK

Dallas, Texas, United States -

Full Time

Start Date

Immediate

Expiry Date

06 Feb, 26

Salary

0.0

Posted On

08 Nov, 25

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Treasury Services, Sales, Relationship Development, Negotiation Skills, Communication Skills, Time Management, Organizational Skills, Strategic Thinking, Market Expertise, Financial Analysis, Client Engagement, Product Development, Networking, Business Acumen, Consultative Selling, Cultural Sensitivity

Industry

Banking

Description

External Applicants: Please apply through Prosperity Bank's Career Center at https://www.prosperitybankusa.com/Careers [https://nam02.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.prosperitybankusa.com%2FCareers&data=05%7C02%7Csandra.olivarez%40prosperitybankusa.com%7C4351c6288a4f46ccbc9e08dcd40d9146%7C00eda10cf32f45b88e91257da01a8f7c%7C0%7C0%7C638618401955642480%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C0%7C%7C%7C&sdata=yg2VkStkdrf7Of6ttN7si0bcqfep9Z6KvaukXq%2BSYpI%3D&reserved=0]. Applying through any other source may prevent Prosperity from receiving your application. Internal Applicants: If you are a current associate of Prosperity Bank, please apply through the internal Talent - Career Center in ADP. POSITION PURPOSE Emphasis is the acquisition of deposits and operating business through cultivating prospects into new client relationships and generating new business from existing clients. Works closely with the Commercial Bankers and Banking Centers to deliver Prosperity’s suite of Treasury Services solutions to clients and prospects and manage the TS relationships within an assigned portfolio. Distill complex relationships to position Prosperity as the preferred Treasury Services provider calling across a company’s organization to engage stakeholders understanding their needs, issues, and desires to drive value from the company’s working capital. Develops and executes strategic sales plans in coordination with other Treasury Services colleagues and the appropriate coverage teams. Actively maintains a thorough understanding of a client’s industry, organizational and operating structure, strategies, and objectives, and buying behavior. Understands our competition’s capabilities and gaps and how to position Prosperity’s solutions against them. Maintains active calling and networking efforts to generate Treasury Services opportunities and cross-sell opportunities across Prosperity lines of business. ESSENTIAL FUNCTIONS AND BASIC DUTIES 1. Partners across the Prosperity organization to target and build opportunities for Treasury Services solutions and depository business 2. Forms teams to solve complex client needs and issues 3. Influences and enriches the sales process through industry trend analysis, product innovation, and consultative relationship reviews 4. Executes strategic market-based sales plans to target prospects and existing customers 5. Achieves annual performance metrics for new business sales, call efforts, revenue growth, client retention, and profitability 6. Grows non-interest income and deposit interest income 7. Manages and maintains an accurate, timely sales pipeline 8. Represents Prosperity Bank and Treasury Services in internal and external settings 9. Contributes to the product development process with market-based knowledge, client/prospect feedback, and a balanced, business-based approach 10. Performs all other tasks as assigned The above statements describe the general nature and level of work only. They are not an exhaustive list of all required responsibilities, duties, and skills. Other duties may be added, or this job description amended at any time. SUPERVISORY RESPONSIBILITIES: This role has no supervisory responsibilities. QUALIFICATIONS Education/Certification: Bachelor’s degree in Business or equivalent REQUIRED KNOWLEDGE: Knowledge and understanding of bank’s Treasury Services solutions Knowledge of credit and operational risk – ability to quantify potential exposure and advise team REQUIRED EXPERIENCE: A minimum of 5-7 banking experience and 5-7 years of Treasury Services or Sales experience SKILLS/ABILITIES: Strong working relationships with clients/prospects and colleagues with an ability to articulate complex ideas and solutions Ability to work independently and have strong acumen for business and relationship development Ability to generate ideas to identify and drive the development of new business Excellent selling and negotiation skills Excellent verbal and written communication skills Strong industry/market expertise Strong time management, organizational. and planning skills Strategic thinking skills Ability to mobilize internal networks and resources Strong working relationship with and ability to direct the Treasury Services Sales Analyst supporting the position Ability to use various PC and internet-based systems including but not limited to Word, PowerPoint, and Excel for the role Strong cultural sensitivity and awareness Ability to analyze a client’s/prospect’s working capital and cash conversion cycle and articulate the value of Prosperity’s Treasury Services solutions Ability to create proformas and understand formulas involved in analysis Ability to read financial statements Hours: Monday - Friday 8:00 am to 5:00 pm 40 hours per week

Responsibilities

The Treasury Management Sales Officer is responsible for acquiring deposits and operating business by cultivating new client relationships and generating new business from existing clients. This role involves collaborating with Commercial Bankers and Banking Centers to deliver Treasury Services solutions and manage client relationships within an assigned portfolio.