The client is seeking a Treasury Management Officer to support the Dallas, TX market. In this role, you will be responsible for business development, consultative sales, and relationship management with commercial clients, with an emphasis on driving growth and building long-term partnerships. You will represent Treasury Management in both internal and external settings while contributing to brand awareness and supporting strategic market activities.
Key responsibilities include achieving new sales targets and portfolio revenue growth objectives, partnering with lenders and others to identify and build opportunities for Treasury Management solutions, and enhancing the sales process through industry trend analysis, product innovation, and consultative relationship reviews. You will execute a strategic market-based sales plan to target prospects and existing customers, manage pipeline accuracy, and work toward annual performance metrics related to new business sales and retention of strategic client relationships. Additional duties include growing non-interest income and performing other assigned tasks.
Qualifications include a BA/BS degree in Business, Finance, or a related field (or equivalent experience) and five or more years of proven treasury management sales experience. Certification as a Certified Treasury Professional (CTP) or Certified Cash Management (CCM) is preferred. The role also calls for demonstrated ability to drive deposits, experience with territory management, strong Treasury Management product knowledge with an aptitude for product innovation, and knowledge of credit and operational risk sufficient to quantify potential exposure, along with relevant industry/vertical expertise and strong awareness of market and industry trends.