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Treasury Managment Sales Officer

Job in Fort Worth, Tarrant County, Texas, 76102, USA
Listing for: First National Bank Texas
Per diem position
Listed on 2026-09-10
Job specializations:
  • Sales
    Client Relationship Management, Business Development, Sales Consultant
Job Description & How to Apply Below
Job Description

* Identify and pursue new business opportunities to expand the Treasury Management client portfolio

* Build and maintain relationships with internal partners, Commercial Lenders, and Branch Managers, to generate leads and referrals

* Conduct thorough client needs assessments to propose tailored treasury solutions

* Serve as the primary contact for Treasury Management clients, ensuring satisfaction and long-term engagement

* Conduct regular relationship reviews to assess the effectiveness of current solutions and recommend enhancements as needed

* Proactively resolve client issues and provide consultative support on treasury products and services

* Maintain deep expertise in Treasury Management products such as ACH, wire transfers, positive pay, remote deposit capture, merchant services, and account analysis

* Develop and deliver effective sales presentations and proposals

* Collaborate with the implementation team to ensure seamless onboarding of new clients

* Ensure adherence to all bank policies, procedures, and regulatory requirements

* Mitigate risk by ensuring appropriate documentation, account setup, and compliance with fraud prevention measures

* Track and report sales activities, pipeline progress, and revenue generation to meet or exceed established targets

* Provide management with regular updates on market trends, competitive landscape and client feedback

* Regular and predictable attendance and punctuality

Physical Requirements:

* Must be able to remain in a sitting stationary position for extended periods of time

* Constantly operate a computer and other office machinery

* Regular travel to client locations within assigned markets

* Occasional evening and weekend hours may be required due to business need

* Ability to lift up to 25 pounds

FNBT is an equal opportunity employer.

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