Company

Independent FinancialSee more

addressAddressHouston, TX
type Form of workFull-time
salary Salary$109K - $138K a year
CategoryRetail

Job description

This role has the opportunity to work hybrid. During the interview process, our Talent Acquisition Team will share additional details with you.
This position is responsible for the hiring, development and management of front-line treasury staff in a specified market. This position will serve as player/coach to generate deposit growth and increase fee income by developing new business relationships and expanding existing relationships utilizing a professional and consultative approach to sell Treasury Management solutions; provide leadership and guidance for regional teams to achieve a high level of customer satisfaction, revenue, and profitability.
Responsibilities
Hire, manage, lead, develop, coach and motivate a team of treasury professionals
  • Monitor employee performance to include providing continuous performance/coaching feedback to ensure individual and department goals are met
  • Provide leadership and guidance for junior level sales officers and associates
Responsible for meeting annual goals and sales activity by developing and executing a strategy to generate new deposits & fee income; manage to regional budget
  • Develop partnerships with market leaders and lending teams to enhance business opportunities
  • Develop a strong networking circle to grow, develop and retain new profitable relationships
  • Meet with lenders and other front-line employees to review portfolios and pipelines to identify new sources for deposits and revenue
  • Make regular calls on potential clients through personal calling efforts, referrals and other contacts to discuss needs, recommend ways in which the bank can serve their needs, generate new deposits and Treasury revenue
  • Partner with teammates and other banking professionals to deliver comprehensive solutions to the client that result in a highly satisfied client experience
  • Prepare and deliver sales presentations, pricing and cost analysis
  • Demonstrate proficient knowledge of Treasury Management services and educate prospective customers on the features, benefits and value propositions related to each service
  • Develop an understanding of other product offerings within and across divisional boundaries in order to cross-sell solutions to new and existing customers
  • Generate and/or support new ideas for Treasury Management products and services.
Respond professionally and accurately to customer service inquiries and concerns in a timely manner.
Monitor and enforce compliance with operational, regulatory and fraud policies to mitigate risk
Qualifications
Education
  • Bachelor’s degree preferably in Marketing, Finance, Accounting or Business
Minimum Experience
  • Minimum 12 years of sales and relationship management experience as a trusted advisor to business banking customers or similar experience.
  • Minimum 3 years of management and leadership responsibilities
Licenses and Certifications
  • CTP (Certified Treasury Professional) accreditation required or within 12 months of start
Knowledge/ Skills/ Abilities
  • Solid knowledge of overall banking services and operations with a specific focus on Treasury Management products, systems, operations, and customer service
  • Results oriented with demonstrated ability to achieve organizational and business goals and objectives, preferred
  • Strong client facing skills; able to clearly communicate and influence clients and business partners, preferred
  • Demonstrate excellent communication skills with clients and internal business partners, both verbal and written
  • Ability to grow relationships, identify and pursue new revenue opportunities, preferred
  • Ability to navigate and meet deadlines in a large complex environment, preferred
  • Strong organizational and time management skills are required
  • Strong proficiency in the use of Microsoft office products (Excel, Word, Outlook, PowerPoint), required
  • Demonstrated ability to effectively motivate, coach and lead a team
  • Travel required as necessary
  • Demonstrate a high level of knowledge of Bank Secrecy Act and OFAC related responsibilities in the performance of daily operations to ensure adherence to bank policies and compliance with all regulatory requirements.
Job Details:
Regular
To all recruitment agencies: Independent Financial does not accept agency resumes without formal engagement of the agency. Please do not forward resumes to Independent Financial employees or any other organization location. Independent Financial is not responsible for any fees related to unsolicited resumes.
Refer code: 8224156. Independent Financial - The previous day - 2024-02-19 20:17

Independent Financial

Houston, TX
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