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Vantage Bank · 1 month ago

Treasury Management Sales Officer

Location - Fort Worth Museum Place

Full-time

Onsite

Senior Level

5+ years exp

Vantage Bank is committed to supporting its customers and valuing its employees. The Treasury Management Sales Officer is responsible for acquiring deposits and expanding business by converting prospects into client relationships and cultivating growth within existing accounts.

BankingFinancial Services

Comp. & Benefits

Responsibilities

Collaborates across the Vantage Bank organization to identify and develop opportunities for Treasury Services solutions and deposit growth

Builds and leads cross-functional teams to address complex client needs and deliver tailored solutions

Enhances the sales process by leveraging industry trend analysis, product innovation, and consultative relationship reviews

Implements strategic, market-based sales plans to engage prospects and expand relationships with existing clients

Meets annual performance goals related to new business acquisition, call activity, revenue growth, client retention, and profitability

Drives growth in both non-interest income and deposit interest income

Maintains an accurate, timely, and well-managed sales pipeline

Serves as a representative of Vantage Bank and Treasury Services in both internal and external forums

Provides input into product development by sharing market insights, client feedback, and balanced business perspectives

Coaches and develops bank employees to strengthen their knowledge of Treasury Management services and support business growth

Builds and sustains strong relationships with key internal partners and support staff

Upholds the highest standards of confidentiality regarding company and client information

Maintains up-to-date knowledge of, and consistent compliance with, applicable regulations and bank policies, including Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC) requirements

Other duties as assigned

Qualification

Treasury Management experienceBanking experienceSalesNegotiation skillsBusiness acumenClient relationship managementPresentation skillsCultural sensitivityPC skillsEffective communicationTime managementOrganizational skillsProblem solving

Required

Bachelor's degree required, Business or related field preferred

5+ years of banking experience required, prior experience as a Branch/Banking Center Manager strongly preferred

Establishes working relationships with clients/prospects and colleagues with an ability to articulate ideas and solutions

Ability to work independently and have a strong acumen for business and relationship development

Ability to generate ideas to identify and drive the development of new business

Effective selling and negotiation skills

Excellent verbal, written, presentation and interpersonal communication skills

Strong time management, organizational, planning skills and customer skills

Ability to mobilize internal networks and resources

Excellent PC skills, including word processing and spreadsheets via Microsoft Office products, Adobe Pro and other custom applications and systems

Strong cultural sensitivity and awareness

Knowledge of credit and operational risk-ability to quantify potential exposure and advise the team

Ability to create proformas and understand formulas involved in analysis

Prepare and ensure proper execution of onboarding documentation for Treasury Management solutions to clients/prospects

Create presentations, reports, collateral review and design, product review and enhancements, portfolio, revenue, profitability, pricing, and other duties as requested

Excellent presentation skills to develop customized presentations for internal and external use

Provides client support and product knowledge in relation to treasury management services

Responsible for problem solving, and resolution of treasury management issues with prospects and clients

Preferred

1-3 years of Treasury Management experience a plus

Company

Vantage Bank

Vantage Bank is a $5 billion asset financial institution that serves businesses, families, and financial institutions from its diverse set of locations across Texas.

Founded in 2006

San Antonio, Texas, USA

201-500 employees