New 
Treasury Management Sales Officer - San Antonio, TX
 First National Bank Texas | |
 United States, Texas, San Antonio | |
 Aug 01, 2025 | |
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Treasury Management Sales Officer
#790-26041 | Posted 07/30/2025
San Antonio, Texas, United States Apply
Apply for this job now! Apply Location
San Antonio Consolidated Location Address
8522 Broadway Suite 208 Position Type
Full Time Requirements
* At least 18 years of age
* Bachelor's degree in Business, Finance, or a related field preferred * Minimum of three years' experience in Treasury Management, Commercial Banking, or related financial services role * Proven success in sales and relationship management * Strong knowledge of treasury products, payment systems, and cash management strategies * Demonstrated ability to drive results by effectively addressing customer needs and delivering high-quality service. Excellent communication, presentation, and negotiation skills * Ability to work independently, prioritize tasks, and meet deadlines in a fast-paced environment * Creative problem solving skills, deadline-driven and commitment to excellence * Must successfully pass background investigation according to company policy * Must be able to get along with co-workers and work effectively in a team environment 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 FCBI is an equal opportunity employer.
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