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Golden Bank, N.A. · 2 days ago

Treasury Management

Houston, TX

Full-time

Onsite

Senior Level

5+ years exp

Golden Bank, N.A. is seeking a Treasury Management Sales Specialist to provide comprehensive sales and administrative support to the Bank’s Lending Team and Relationship Managers. This role involves managing pre-sale and post-sale activities related to treasury management products and services for commercial clients, ensuring a smooth onboarding process, and maintaining client relationships.

BankingFinanceFinancial ServicesLending

H1B Sponsor Likely

Responsibilities

Work directly with front line branch staff and lending team to prepare sales proposals, presentations, and product demonstrations for prospective and existing clients

Gather and analyze client account data to identify needs and recommend appropriate treasury management solutions

Create detailed financial analysis and proformas, including cost-benefit analyses, to demonstrate the value of proposed services

Assist in the pricing process and prepare all necessary documentation for internal approvals

Help prepare and respond to Requests for Proposals (RFPs) from potential clients

Act as a primary point of contact for clients, addressing inquiries, and resolving issues related to treasury management products and services

Proactively review client accounts to identify opportunities for additional services ("upselling" or "cross-selling")

Coordinate with other internal departments, such as Branch Operation, Digital Banking, BSA, and IT, to ensure a smooth and timely setup of new services

Handle client onboarding, including preparing applications, collecting necessary documents, and ensuring all compliance requirements are met

Provide ongoing client training and technical support on new products, systems, and online banking platforms

Maintain accurate and up-to-date client records in the bank's customer relationship management (CRM) system

Track and report on sales pipelines, revenue goals, and other key performance indicators (KPIs)

Manage and process service agreements, paperwork, and other administrative tasks to support the sales team

Stay informed on industry trends, competitor offerings, and regulatory changes that may affect treasury management products

Ensure all sales and implementation processes adhere to internal policies, banking regulations, and compliance standards

Identify and escalate any potential risks, such as cyber-risk, product risk, or operational risk, to the appropriate channels

Assist in the annual review of client accounts and documentation to mitigate risk and ensure a sound relationship

Qualification

Treasury management productsFinancial analysisClient managementMicrosoft Office SuiteBanking softwareCommunication skillsProblem-solvingOrganizational skills

Required

Bachelor's degree in Business, Finance, Accounting, or a related field

5+ years of experience in financial services, with a strong preference for previous experience in a sales support, customer service, or treasury management role

Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) is required

Familiarity with banking software, and bank's treasury management products, including ACH/Wires, Positive Pay, Remote Deposit Capture (RDC), Merchant Card Processing, Bill Pay and Online/Mobile Banking

Strong analytical and quantitative skills to perform financial analysis and create reports

Exceptional verbal and written communication skills for interacting with clients and internal stakeholders

Ability to clearly explain complex financial products and concepts

Highly organized with meticulous attention to detail

Strong problem-solving and critical-thinking abilities

Self-motivated, proactive, and able to work independently as well as part of a team

Proven ability to manage multiple tasks and prioritize work in a fast-paced, high-pressure environment

Company

Golden Bank, N.A.

Established in 1985, Golden Bank, N.A.

Founded in 1985

Houston, Texas, USA

501-1000 employees

https://www.goldenbank-na.com/

H1B Sponsorship

Golden Bank, N.A. has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (1)