Security National Bank · 16 hours ago
Treasury Management Sales Consultant
Dallas, TX
Full-time
Onsite
Mid LevelSecurity National Bank is a family-owned community bank with a strong focus on personal, private, business, and commercial banking. They are seeking a Treasury Management Sales Consultant to manage and grow a portfolio of treasury management clients by identifying their needs and providing tailored solutions.
BankingFinanceFinancial Services
Hiring Manager
Cindy Mowery
Responsibilities
Manage and grow a portfolio of treasury management clients by identifying their needs and providing tailored solutions
Consulting with business clients
Creating financial proposals
Supporting cash management processes
Providing recommendations on business process improvements
Fostering strong client relationships
Collaborating with internal teams
Contributing to business development
Achieving performance goals to drive client satisfaction and business growth
Qualification
Required
Strong analytical and finance skills
Proficiency in client relationship management
Excellent communication and interpersonal skills
Proven ability to work collaboratively across teams and contribute to business development initiatives
Bachelor's degree in finance, Business Administration, or a related field
Prior experience in Treasury Management Sales is a requirement
Commitment to delivering exceptional customer service and driving results
Company
Security National Bank
Security National Bank is a banking services organisation located in Omaha.
Founded in 1964
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Krysti Cunningham CRCM CERP
SVP, Chief Risk Officer
Scott Irwin
Senior Vice President & Chief Information Officer
Company data provided by crunchbase