Treasury Management Consultant - West Belt Annex

Stellar Bank • Houston, TX

1d

About The Position

The Treasury Management Consultant partners with Treasury Management Director and bankers to execute integrated sales strategies to support growth of commercial customers and increase market share. Generates revenue by selling Treasury Management products and services; calls on accounts throughout the commercial banking target market to ensure account penetration and client satisfaction; establishes and maintains relationships with commercial bankers and area managers; develops a strong working knowledge of all Treasury Management products; attends appropriate industry trade shows and conferences; provides direct sales support to commercial bankers; and responsible for new net revenue generation and portfolio management. ESSENTIAL DUTIES AND RESPONSIBILITIES Sales related activities focused on new client development and cross sell of existing clients/prospects. Update and track sales activities. Management of pipeline, calling activity and monthly revenue bookings. Attend monthly banker meetings and treasury staff meetings. Maintain frequent interaction with centers of influence, commercial bankers and senior business contacts. Participates in regular joint and independent calling effort with commercial bankers and branch managers. Interface with other areas of the bank such as Retail Banking, Credit, Mortgage Banking, etc. Continually monitor practices of competition in order to make recommendations on product GAPS and pricing GAPS. Compliance with any and all BSA/AML/CFT and Sanctions requirements set forth by Bank Policy and Procedure, including but not limited to timely completion of assigned training. SECONDARY DUTIES The position performs duties specific to the position and other functions as assigned by management. SUPERVISORY RESPONSIBILITY This position is not responsible for the supervision of staff. ENVIRONMENT AND PHYSICAL ACTIVITY The incumbent is in a non-confined office setting in which they are free to move about at will. In the course of performing the duties and responsibilities of this position spends time writing, speaking, listening, lifting (up to 25 pounds), sitting, typing on a computer keyboard, and standing, kneeling and reaching. The incumbent for this position may operate any or all of the following: telephone, copy and fax machine, adding machine, computer and related printers. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential function of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The incumbent in this position must be able to read documents or instruments, detailed work, problem solving, customer contact, reasoning, math, verbal and written communication, analytical reasoning, multiple tasks with constant interruptions.

Requirements

• Bachelor’s degree in finance, accounting, or related field.
• Minimum of 5 years financial services experience.
• Knowledge of Treasury Management products and services.
• Strong written and verbal communication skills.
• Organized with strong follow-up skills.
• Proficient in Microsoft Office Suite.
• Highly customer oriented.
• Good consulting and presentation skills; ability to probe and listen to help clarify inquiries.
• Exceptional networking and relationship building skills.

Nice To Haves

• Certified Treasury Professional (CTP) preferred.

Responsibilities

• Sales related activities focused on new client development and cross sell of existing clients/prospects.
• Update and track sales activities.
• Management of pipeline, calling activity and monthly revenue bookings.
• Attend monthly banker meetings and treasury staff meetings.
• Maintain frequent interaction with centers of influence, commercial bankers and senior business contacts.
• Participates in regular joint and independent calling effort with commercial bankers and branch managers.
• Interface with other areas of the bank such as Retail Banking, Credit, Mortgage Banking, etc.
• Continually monitor practices of competition in order to make recommendations on product GAPS and pricing GAPS.
• Compliance with any and all BSA/AML/CFT and Sanctions requirements set forth by Bank Policy and Procedure, including but not limited to timely completion of assigned training.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level