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Treasury Mngt Sales Rep

Job in Fort Worth, Tarrant County, Texas, 76102, USA
Listing for: Bank of Colorado
Full Time position
Listed on 2026-08-07
Job specializations:
  • Sales
    Financial Sales, Sales Representative, Banking & Finance
Job Description & How to Apply Below
Position: TREASURY MNGT SALES REP

Treasury Mgmt Sales Rep

Responsible for the sales, profitability, growth, and penetration of bank products and services within a designated territory.

Responsibilities and Duties
  • Promotes and sells treasury management products to existing and prospective customers.
  • Demonstrates products and services to existing/prospective customers and assists them in selecting those best suited to their needs.
  • Makes joint calls with lending staff.
  • Makes in person and telephone calls to existing and prospective customers.
  • Research sources for developing prospective customers.
  • Supplies cash management officer with oral and written reports on customer needs, problems, interests, competitive activities, and potential for new products and services.
  • Keeps abreast of product applications, market conditions, competitive activities, advertising, and promotional trends.
  • Participates in trade shows and conventions.
  • Installation and training of treasury management equipment and access.
  • Provide sales support to third party providers including merchant service, payroll services, insurance sales.
  • Perform other duties as assigned by management.
  • Regular and reliable attendance.
  • Knowledge, Skills, and Abilities
    • Knowledge of treasury management products, sales, and compliance.
    • Knowledge of management practices and principles.
    • Knowledge of Fiserv system, Word, Excel, and cash management software.
    • Skill in communicating and coordinating activities with management, customers, coworkers, and vendors. Communication must be timely and strong.
    • Ability to develop a strong sales and service-based culture.
    • Ability to research and develop new products and techniques.
    • Ability to travel.
    Education and Experience
    • High School diploma or equivalent work experience, college degree preferred.
    • Five or more years of sales and banking experience preferred.
    Physical Requirements

    NOTE:

    The statements herein are intended to describe the general nature and level, or work being performed by employees assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills, required of personnel so classified.

    Department: 3345-Pinnacle Bank Place

    Employment Type:

    Full Time

    Location:

    Pinnacle Bank, Texas

    Workplace type:
    Onsite

    Compensation:
    Depends on Experience

    More Details

    More Details

    About Pinnacle Bank/Bank of Colorado

    We take pride in our heritage as a family-owned, community bank. Our commitment to our customers and community is at the forefront of how we do business. We are a Nebraska-based banking organization founded in 1938 in Palmer, Nebraska. Today, we have branches in Arizona, Colorado, Kansas, Missouri, Nebraska, New Mexico, Texas, and Wyoming. As we grow, our commitment to our customers and community remains as strong as ever.

    We specialize in building lasting banking relationships with the businesses, farms, and families we serve. We also prioritize taking an active role in our communities through charitable giving and volunteering. At Pinnacle Bank, we are ready to help your company with business checking and savings accounts, commercial loans and lines of credit, and treasury management services. We also offer personal banking services, including accounts, mortgages, personal loans, and technology products.

    We use application review steps designed to ensure mutual fit. Generic or automated submissions may not progress. We offer fair and competitive compensation as well as bonus based on an employee's years of service and possible discretionary merit bonuses. Employees also have the opportunity to participate in the Bank incentive programs based on charter/branch guidelines. Other Full-Time benefits include:

    • 8 paid holidays*
    • 17 PTO days each year for the first five years of employment.*
    • After five years, 22 PTO days each year.*
    • After ten years, 27 PTO days each year.*
    • Employees must also complete the 90-day introductory period prior to accruing PTO.*
    • New employees will receive 16 hours of paid sick time upon their hire date.*
    • Health, dental, prescription drug card, vision, and voluntary life insurance plans
    • Health Savings Account with employer contributions
    • Flexible medical and dependent care spending plans
    • Parental…
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