VP Treasury Management Senior Sales Specialist II
AddressWe're always looking for bright individuals to join our growing organization.
As a part of the First Financial Family, we will invest in your development and provide a dynamic work environment where you're challenged, valued and empowered every day.
We strive to be the best destination for the industry's top talent, creating a diverse, collaborative workplace that celebrates innovation and change.
We are one team, working together to get things done.
Job Description:
Office Location:
Southlake, Texas, United States of AmericaSCOPE:
This position leads the Treasury Management sales effort in assigned territory and across organizational lines as necessary and serve in a team leader role as necessary.
Essential Functions:
Manage all elements of the sales cycle including the business development, prospect qualification, needs analysis and close of sale.
Annual reviews performed for all high value clients to ensure pricing and proper products meet the client need.
Call independently of with Relationship Manager on all prospects/customers.
Design Treasury Management systems for prospect/customers and provide consultative expertise for the treasury management function.
Prepare and present comprehensive sales proposal/presentations to prospect /customers.
Provide industry training to relationship managers and customers in assigned territory/ markets.
Review quarterly Treasury Management product sales and pipeline reports.
Ensure customer problems and issues are addressed in a quick and efficient manner.
Actively participate in the Customer Service First sales and service culture, support the values of the organization, and follow established Bank policies and procedures.
MINIMUM
Qualifications:
Bachelor's degree or equivalent professional experience A minimum of 5 years Treasury Management experience, including a clear track record of meeting aggressive sales goals and demonstrated knowledge of treasury management products and services.
Proficiency with word processing, spreadsheet and presentation software required.
CTP Required.
Important in this position are strong interpersonal skills with the ability to communicate with our customers and provide outstanding customer support along with reliability, initiative, flexibility, confidentiality, accuracy and courtesy The above statements reflect the general details considered necessary to decide the principal functions of the job identified and shall not be construed as a detailed description of all work requirements that may be inherent in the job.
Equal Opportunity Employer/Protected Veterans/Individuals with DisabilitiesThe contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.
However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information.
41 CFR 60-1.
35(c) Recommended Skills Business Development Cash Management Confidentiality Courtesy Customer Service Interpersonal Skills Estimated Salary: $20 to $28 per hour based on qualifications.
As a part of the First Financial Family, we will invest in your development and provide a dynamic work environment where you're challenged, valued and empowered every day.
We strive to be the best destination for the industry's top talent, creating a diverse, collaborative workplace that celebrates innovation and change.
We are one team, working together to get things done.
Job Description:
Office Location:
Southlake, Texas, United States of AmericaSCOPE:
This position leads the Treasury Management sales effort in assigned territory and across organizational lines as necessary and serve in a team leader role as necessary.
Essential Functions:
Manage all elements of the sales cycle including the business development, prospect qualification, needs analysis and close of sale.
Annual reviews performed for all high value clients to ensure pricing and proper products meet the client need.
Call independently of with Relationship Manager on all prospects/customers.
Design Treasury Management systems for prospect/customers and provide consultative expertise for the treasury management function.
Prepare and present comprehensive sales proposal/presentations to prospect /customers.
Provide industry training to relationship managers and customers in assigned territory/ markets.
Review quarterly Treasury Management product sales and pipeline reports.
Ensure customer problems and issues are addressed in a quick and efficient manner.
Actively participate in the Customer Service First sales and service culture, support the values of the organization, and follow established Bank policies and procedures.
MINIMUM
Qualifications:
Bachelor's degree or equivalent professional experience A minimum of 5 years Treasury Management experience, including a clear track record of meeting aggressive sales goals and demonstrated knowledge of treasury management products and services.
Proficiency with word processing, spreadsheet and presentation software required.
CTP Required.
Important in this position are strong interpersonal skills with the ability to communicate with our customers and provide outstanding customer support along with reliability, initiative, flexibility, confidentiality, accuracy and courtesy The above statements reflect the general details considered necessary to decide the principal functions of the job identified and shall not be construed as a detailed description of all work requirements that may be inherent in the job.
Equal Opportunity Employer/Protected Veterans/Individuals with DisabilitiesThe contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.
However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information.
41 CFR 60-1.
35(c) Recommended Skills Business Development Cash Management Confidentiality Courtesy Customer Service Interpersonal Skills Estimated Salary: $20 to $28 per hour based on qualifications.
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