Home Bank · 4 days ago
Treasury Management Senior Sales Associate
Veterans Branch _ 1600 Veterans, Metairie, LA, US
Full-time
Onsite
Senior Level
5+ years expHome Bank is a financial institution seeking a Treasury Management Senior Sales Associate to provide primary sales support within the Bank's various sectors. This role involves maintaining client focus, supporting sales activities, and assisting with client onboarding and relationship management to meet revenue targets.
BankingFinanceFinancial Services
Responsibilities
Prepares, reviews, and executes treasury management documentation in accordance with Home Bank’s policies and procedures
Coordinate with internal partners to ensure successful implementation, product ramp-up and accurate billing of products and services
Assist Treasury Management & Commercial Deposit Manager with product management, merchant processing analysis and marketing duties
Utilizes technical product knowledge to assist with sales call preparation by performing a variety of sales and marketing functions including preparing account schematics, pricing proforma, proposal documentation and sales/relationship review presentations
Assist with client acquisition and deepening of existing relationships throughout the identification of client needs
Assist clients in navigating the bank by liaising with Client Services, TM Sales, and other partner teams
Partners to ensure appropriate credit approval is in place for selected products to ensure compliance. (market driven)
Routes client service issues to appropriate partners for completion and communicates ownership back to stakeholders
Identifies potential solutions to client needs as requested; being an active sales representative within the portfolio
Assists Treasury Management Sales Officers in relationship planning, gathering information regarding prospects and existing clients, and updates pipeline as needed
Works closely with the TMO to understand the needs of clients and is responsible for creating customized client centric sales materials
May occasionally attend outside sales calls to discuss implementation process with new clients, and to conduct annual treasury reviews, when appropriate
Takes ownership of metrics defined in the TM Dashboard and actively works to ensure items are updated accordingly
Reinforcing the TMO’s consultative approach
Requires managerial guidance with expectation of increased independence as associates becomes more skilled in role
Perform other duties as assigned
Qualification
Required
Bachelor's Degree in Business Administration, Finance or related field preferred
A minimum of five (5) years in Treasury Management or financial services experience or
A minimum of five (5) previous bank operations or client service experience
Two (2) years of Treasury Management product management support
Basic Knowledge of treasury management product knowledge
Leveraging their network of peers and other channels, they collaborate across business lines to create by-in and gets things done while using sound judgement in assessing risk
Knowledge of principles and processes for providing customer and personal services
Clear and effective verbal, written and interpersonal communication skills with the ability to carry out instructions and speak clearly to customers and employees
Regularly solve basic to intermediate treasury management related problems and delegate more complex issues to the appropriate channel
Values and fosters a spirit of teamwork and cooperation across value streams, sharing best practices
Ability to deliver timely, error free work
Ability to regularly identify opportunities to improve the client experience and enhance Home Bank's brand in the marketplace
Ability to balance competing priorities with solid follow up
GOOD CREDIT IS A MUST
CREDIT REPORT IS REQUIRED FOR EMPLOYMENT
Company
Home Bank
About Home Bank Chartered in 1908 as Home Building and Loan, Home Bank is one of the most stable financial institutions, building on the future by doing what's right for its customers today.
201-500 employees
Funding
Current Stage
Public CompanyTotal Funding
$71.5M2022-06-30Post Ipo Debt· $55M
2015-03-10Post Ipo Equity· $16.5M
2008-10-03IPO
Leadership Team
David Kirkley, CFA
Chief Financial Officer
Scott Sutton
EVP/COO
Recent News
2025-11-22
2025-10-21
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