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 Officer to join Amegy's Treasury Management team in Dallas, TX. This role focuses on identifying appropriate treasury management opportunities, soliciting and developing all types of business activity, specializing in treasury management services and participates in the development of overall treasury management objectives, policies and practices.
Provides primary servicing support for portfolio clients of high value, complex Treasury Management relationships.
Responsible for expanding and building relationships, maintaining a high level of client satisfaction by generating, managing, and servicing the treasury needs of clients.
Track client-related issues to resolution, including those handed off to other teams for action and ensures client issues are resolved appropriately and expeditiously.
Escalate issues as necessary with bankers, management, and product/vendor management teams.
Responsible for properly aligning loan clients with treasury products, which fit their ongoing needs.
Identify other client banking needs and partner with key stakeholders on cross sell opportunities.
Facilitates onboarding of major client relationships or complex industry types.
Review sales, service and implementation processes to recommend process efficiencies.
Other duties as assigned.
A four-year undergraduate degree in business or finance 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.
Knowledge of banking, treasury management, banking/treasury products and procedures is required.
Local candidates are highly preferred. Requires knowledge of local networks with expertise and pipelines in Dallas and its surrounding communities.
A demonstrated ability to develop and maintain major banking relationships is strongly preferred.
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
Zions Bancorporation, N.A. is one of the nation's premier financial services companies with annual net revenue of $2.9 billion in 2021 and more than $90 billion of total assets. Zions operates under local management teams and distinct brands in 11 western states: Arizona, California, Colorado, Idaho, Nevada, New Mexico, Oregon, Texas, Utah, Washington, and Wyoming. The Bank is a consistent recipient of national and state-wide customer survey awards in small and middle-market banking, as well as a leader in public finance advisory services and Small Business Administration lending, ranking as the tenth largest provider in the U.S. of the SBA’s Paycheck Protection Program loans. In addition, Zions is included in the S&P 500 and NASDAQ Financial 100 indices.