What are the responsibilities and job description for the Treasury Management Sales Associate - Dallas, TX position at Amegy Bank?
At Amegy Bank, everyone counts! Your contributions are valued, and everyone has the opportunity to grow in their career. We're committed to doing the very best for our customers, our communities and our employees.
We are looking for an experienced Treasury Management Sales Associate to join Amegy’s Treasury Management team in Dallas, TX. This role serves as the liaison between the customer, the sales officer, and the onboarding team to ensure a satisfactory implementation experience.
Essential Functions:
Provide TM Sales Officers with pre-call research, develop proposals, and prepare post-sales customer documentation.
Have a strong knowledge of the portfolio to successfully analyze decisions made for the client.
Provide sales backup for the TM Sales Officer and may conduct joint sales calls with the TM Sales Officers and Relationship Managers.
Conduct other duties as assigned.
Qualifications:
A four-year undergraduate degree along with direct Treasury Management experience is preferred. Experience with treasury or cash management, product sales, relationship management, lending or other directly related experience is required. An equivalent combination of education and experience may meet job qualifications.
Basic knowledge of customer service, sales, banking, and electronic payment processing.
Must have excellent written and verbal communication skills, customer service skills, and PC skills.
Ability to meet deadlines, resolve issues.
Candidates in Dallas and surrounding communities highly preferred.
Benefits:
At Amegy Bank, we strive to create value for our customers, communities, employees, and shareholders. As a member of our team, we recognize the essential role you will play in our success. Our benefit plans are designed to help protect the health and well-being of you and your families, while helping you grow in your career.
Medical, Dental and Vision Insurance - START DAY ONE!
Life and Disability Insurance, Paid Parental Leave and Adoption Assistance
Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts
Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays
401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
Mental health benefits including coaching and therapy sessions
Tuition Reimbursement for qualifying employees
Employee Ambassador preferred banking products
We are looking for an experienced Treasury Management Sales Associate to join Amegy’s Treasury Management team in Dallas, TX. This role serves as the liaison between the customer, the sales officer, and the onboarding team to ensure a satisfactory implementation experience.
Essential Functions:
Provide TM Sales Officers with pre-call research, develop proposals, and prepare post-sales customer documentation.
Have a strong knowledge of the portfolio to successfully analyze decisions made for the client.
Provide sales backup for the TM Sales Officer and may conduct joint sales calls with the TM Sales Officers and Relationship Managers.
Conduct other duties as assigned.
Qualifications:
A four-year undergraduate degree along with direct Treasury Management experience is preferred. Experience with treasury or cash management, product sales, relationship management, lending or other directly related experience is required. An equivalent combination of education and experience may meet job qualifications.
Basic knowledge of customer service, sales, banking, and electronic payment processing.
Must have excellent written and verbal communication skills, customer service skills, and PC skills.
Ability to meet deadlines, resolve issues.
Candidates in Dallas and surrounding communities highly preferred.
Benefits:
At Amegy Bank, we strive to create value for our customers, communities, employees, and shareholders. As a member of our team, we recognize the essential role you will play in our success. Our benefit plans are designed to help protect the health and well-being of you and your families, while helping you grow in your career.
Medical, Dental and Vision Insurance - START DAY ONE!
Life and Disability Insurance, Paid Parental Leave and Adoption Assistance
Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts
Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays
401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
Mental health benefits including coaching and therapy sessions
Tuition Reimbursement for qualifying employees
Employee Ambassador preferred banking products
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