PlainsCapital Bank is looking for a Treasury Management Sales Officer.
The Treasury Management Sales Officer is responsible for the sale of Treasury Management services by identifying new opportunities as well as expanding existing relationships by working directly with relationship managers and others in the bank to identify and develop new business
Responsibilities- Engages prospective customers in order to develop new treasury management and non-credit business.
- Meets periodically with existing customers to ensure proper servicing of accounts and to expand existing business relationships.
- Prepares sales presentations, explains services offered, and recommends those services which would be of value to the customer.
- Ensures that other Bank employees are aware of the Bank's treasury management and non-credit business sales activities and that they assist in promoting the Bank's marketing effort in these areas.
- Works in conjunction with relationship managers to promote the bank's treasury management and non-credit business program.
- Assists in the design and proper installation of treasury management services.
- Prepares other business development reports that pertain to marketing and business development.
- Assumes additional duties and responsibilities as required.
- Bachelor's degree or equivalent experience required. Degree in business or related field strongly preferred.
- 3 to 5 years of relevant experience in a customer-facing banking (or related) role required. Previous experience in Treasury Management sales and/or support strongly preferred.
- Must have strong, demonstrated customer service skills.
- Strong computer skills, specifically with Microsoft Office suite of products, and the ability to learn and utilize custom banking systems and applications.
- Excellent verbal, written, and interpersonal communication skills with the ability to interact with all levels of customers, clients, and Bank personnel.
- Excellent analytical, time management, organizational and problem-solving skills with the ability to multi-task and work in a deadline-driven environment
- Must be self-motivated team player with strong attention to detail, high level of accountability, and the ability to work independently.
- Must be able to travel locally up to 50% to meet with current and prospective clients as well as to meet with internal company contacts such as loan officers.
The above statements are intended to describe the general nature and level of work being performed by individuals in, or assigned to, the above position and are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required, and may be changed at the discretion of the Company.
About UsPlainsCapital Bank was founded in 1988 by a group of young bankers who dreamed of bringing relationship banking to their hometown of Lubbock, Texas. With the acquisition of Plains National Bank, a Lubbock financial institution with one branch and approximately $198.8 million in assets, they began growing the bank one relationship at a time.
Over 30 years later, PlainsCapital Bank has held fast to its tried-and-true relationship-based culture and its commitment to financial strength and stability. PlainsCapital Bank ranks sixth among the largest banks headquartered in Texas by deposits and has a statewide presence with approximately 55 locations in markets such as Austin, the Coastal Bend, Dallas, Fort Worth, Houston, Lubbock, the Rio Grande Valley, and San Antonio. Backed by decades of experience, our knowledgeable bankers are renowned for their straightforward approach and for taking exceptional care of their clients. They bring both financial and industry expertise along with vast local market knowledge to each client relationship.
PlainsCapital Bank conducts both commercial and consumer banking, providing a full suite of commercial banking products and services to fit any business model and convenient services, personal attention, and account features to help simplify managing personal finances.
PlainsCapital Bank continues to remain strong and stable, delivering highly personalized service and a single point of contact to help customers reach their financial goals.
To learn more, please visit us online at plainscapital.com/about.
Skills Required
- Bachelor's degree or equivalent experience
- Degree in business or related field
- 3 to 5 years relevant customer-facing banking or related experience
- Previous Treasury Management sales and/or support experience
- Strong demonstrated customer service skills
- Strong computer skills, specifically Microsoft Office and ability to learn custom banking systems
- Excellent verbal, written, and interpersonal communication skills
- Excellent analytical, time management, organizational and problem-solving skills; ability to multi-task and meet deadlines
- Self-motivated team player with strong attention to detail and high accountability
- Ability to travel locally up to 50% to meet clients and internal contacts
What We Do
Experience. Expertise. Extraordinary Results. PrimeLending, a PlainsCapital Company (NMLS: 13649), is a proven powerhouse in home lending, combining personal guidance and local expertise with fast service, more choices and the flexibility to meet homeowners’ unique needs. We’re a national home lender relentlessly focused on empowering our customers to boldly pursue their homeownership goals. Whether a borrower is looking to buy, refinance or renovate a home, the PrimeLending team can help them make smart home financing decisions and have a rewarding experience along the way. Along with our next level service, PrimeLending owns one of the most comprehensive suite of loan products in the industry, which includes renovation, refinancing, jumbo, FHA, VA, fixed-rate and adjustable-rate mortgage loans. We work alongside business partners, including real estate professionals and homebuilders, who trust us to get the job done on time and done right. Delivering on this promise for more than 30 years, we’re proud to consistently earn a 96% customer satisfaction rating and become our homeowners’ lender for life. Whether you are a homeowner or a business partner, we invite you to experience the PrimeLending difference today! Work at PrimeLending Ready to discover your best and unleash your unlimited potential? PrimeLending is always looking for doers, visionaries, entrepreneurs and leaders who welcome the challenge to find out how good they really are. If you’re a mortgage superstar primed to dominate your local market, contact us today or joinprimelending.com to learn how you can join our winning formula. For licensing information go to www.nmlsconsumeraccess.org https://www.primelending.com/legal-disclosures/licensing-disclosures Equal Housing Lender This site is not authorized by NY Dept of Fin Serv. No mortgage loan applications will be accepted through this site.






