Treasury Management Sales Associate Amegy Tower/ Houston, TX
California Bank & Trust
Treasury Management Sales Associate
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 Houston, TX. This role serves as a liaison between the customer, the sales officer, and the implementation 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 Houston and surrounding communities highly preferred.
Benefits:
- 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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