Treasury Management Officer II

3 weeks ago

Dallas, United States Simmons Bank Full time

It's fun to work in a company where people truly BELIEVE in what they're doing

We're committed to bringing passion and customer focus to the business.

Treasury Management Officer II is responsible for marketing and selling the Bank's Treasury Management suite of products to existing and new commercial customers; soliciting new core commercial deposits; acting as relationship manager on all deposit/treasury management matters for customers as well as monitoring market conditions and trends to keep their respective markets competitive.

Essential Duties and Responsibilities

* Solicits, establishes and maintains new commercial banking relationships for the bank with a focus on treasury management products and core deposit growth.
* Works closely with commercial lenders to ensure commercial deposits are gathered and treasury management products are sold to new commercial loan customers.
* Develops and executes sales presentations for customers/prospects. This includes formal written and oral presentations in response to requests for proposals as well as in the regular course of business.
* Makes cold calls to prospective customers, generates prospect lists, and cultivates referral sources.
* Manages commercial deposit relationships and remains the first point of contact for clients for all deposit related issues.
* Cross-sells treasury management products to existing customers within their markets.
* Ensures the proper on-boarding on new treasury management customers with the help of the treasury management support group.
* Entertains clients at networking events, lunches, dinners or other events as needed, which may require after hour attendance.
* Provide training and continuing education to lenders and retail associates to ensure they are current on treasury management products.
* Tracks all sales-related activities through the banks CRM as well as what is required by management.
* Responsible for staying current on all industry issues and regulations applicable to the duties of the position.
* Ensures that all departmental documents and activities are performed in compliance with applicable laws, regulations, policies and procedures as applicable to this position, including completion of required compliance training.
* Perform other duties and responsibilities as assigned.

Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.

Skills

* Ability to read and comprehend simple instructions, short correspondence, and memos.
* Ability to read and interpret documents such as procedure manuals, general business correspondence, and/or journals, or government regulations.
* Ability to read, analyze and interpret financial report and/or legal documents.
* Ability to write procedures, routine reports, and business correspondence.
* Ability to respond in writing to customer complaints, regulatory agencies, or members of the business community.
* Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.
* Ability to effectively present information to top management, public groups, and/or boards of directors.



Education and/or Experience

* BS/BA degree in Business or Finance preferred
* Minimum of 7-10 years of applicable experience

Computer Skills

* MS Office programs.

Other Qualifications (including physical requirements)

* Self-starter and highly motivated
* Excellent written and oral communication skills

Equal Employment Opportunity Information: Simmons First National Corporation and its subsidiaries are committed to a policy of equal employment with respect to a person's race, color, religion, sex, ancestry, sexual orientation, gender identity, national origin, covered veterans, military status, physical or mental disability or any other legally protected classifications. Simmons First National Corporation and its subsidiaries are committed to Affirmative Action Programs consisting of results-oriented procedures to ensure equal employment opportunities. These programs require positive action in lieu of neutral non-discrimination and merit hiring/performance policies.

  • Treasury Management Officer

    4 days ago

    Dallas, Texas, United States Texas Capital Bank Full time

    Texas Capital is built to help businesses and their leaders. Our depth of knowledge and expertise allows us to bring the best of the big firms at a scale that works for our clients, with highly experienced bankers who truly invest in people's success - today and tomorrow. While we are rooted in core financial products, we are differentiated by our approach....

  • Treasury Management Officer

    3 weeks ago

    Dallas, United States Texas Capital Bank Full time

    Texas Capital is built to help businesses and their leaders. Our depth of knowledge and expertise allows us to bring the best of the big firms at a scale that works for our clients, with highly experienced bankers who truly invest in people’s success — today and tomorrow.  While we are rooted in core financial products, we are differentiated by our...

  • Treasury Management Officer

    2 months ago

    Dallas, United States Dallas Capital Bank Full time

    Job Description Job Description At Dallas Capital Bank, we are proud to bring a world-class banking experience that combines new technology with unceasing service to the Dallas metroplex, and the people who make it strong. We take pride in understanding our clients, their businesses, and the time to recognize their needs. Combining years of proficiency with...

  • Treasury Management Officer

    3 weeks ago

    Dallas, United States Dallas Capital Bank Full time

    Job Description Job Description At Dallas Capital Bank, we are proud to bring a world-class banking experience that combines new technology with unceasing service to the Dallas metroplex, and the people who make it strong. We take pride in understanding our clients, their businesses, and the time to recognize their needs. Combining years of proficiency with...

  • Treasury Management Officer

    2 months ago

    Dallas, United States Dallas Capital Bank Full time

    Job DescriptionJob DescriptionAt Dallas Capital Bank, we are proud to bring a world-class banking experience that combines new technology with unceasing service to the Dallas metroplex, and the people who make it strong. We take pride in understanding our clients, their businesses, and the time to recognize their needs. Combining years of proficiency with a...

  • Treasury Sales Officer II

    1 month ago

    Dallas, United States The Bank of America Corporation Full time

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders Treasury, Officer, Relationship Manager, Client Relations, Business Development, Sales, Banking, Business...

  • Treasury Manager

    2 weeks ago

    Dallas, United States Misa Imports, Inc. Full time

    Job DescriptionJob DescriptionWe are offering an exciting opportunity for a Treasury Manager in the wine industry, based in Dallas, Texas. This role involves performing various banking and treasury functions for the group entities. You will be interacting regularly with various banking entities, the finance area and different areas in the...

  • Corporate Treasury Project Management Office

    4 days ago

    Dallas, Texas, United States Goldman Sachs Full time

    MORE ABOUT THIS JOB: FINANCE | Corporate Treasury We're a team of specialists charged with managing the firms funding, liquidity, capital and relationships with creditors and regulators. Corporate Treasury manages the firms financial resources and minimizes interest expense through liability planning, asset liability management, and liquidity portfolio...

  • Treasury Analyst

    4 weeks ago

    Dallas, United States Crow Holdings Full time

    Crow Holdings is a leading real estate investment and development firm founded in 1948 and based in Dallas, Texas. With 20 offices across the U.S., Crow Holdings' local, on-the-ground presence amplifies its hands-on capabilities across a broad range of investment strategies, product types, and ventures in partnership with institutional investors. Crow...

  • Treasury Analyst

    3 weeks ago

    Dallas, United States Crow Holdings Full time

    Crow Holdings is a leading real estate investment and development firm founded in 1948 and based in Dallas, Texas. With 20 offices across the U.S., Crow Holdings' local, on-the-ground presence amplifies its hands-on capabilities across a broad range of investment strategies, product types, and ventures in partnership with institutional investors. Crow...

  • Treasury Management Account Analysis

    2 months ago

    Dallas, United States Tfin Full time

    Position Summary: Primary function is to support assigned Treasury Management Sales Officer(s) in closing new sales opportunities. This position acts as a liaison with Treasury sales staff, Product Management, and Service and Onboarding to ensure high levels of service delivery to all customers - internal and external. Essential Duties & Responsibilities...

  • Treasury Analyst

    3 weeks ago

    Dallas, United States Joseph Michaels International Full time

    Treasury Analyst Treasury Analyst will play a crucial role in ensuring efficient cash flow, mitigating financial risks, and maximizing investment returns. The responsibility of a Treasury Analyst is to monitor and manage the organization's cash position, analyze market trends, forecast risks, and provide strategic recommendations for improving financial...

  • Treasury Sales Analyst

    1 month ago

    Dallas, United States Triumph Financial Full time

    Join TBK Bank! At TBK Bank, a member of the Triumph Financial portfolio of brands, we're a team of passionate, driven, collaborative, solutions-minded people who want to make a difference in the lives of our customers and communities. Our mission is to do well and to do good at the same time. We accomplish this by working together, because at the end of the...

  • Treasury Fulfillment

    3 weeks ago

    Dallas, Texas, United States Bank of America Full time

    Job Description:Treasury Technical Consultant - This position supports Treasury Sales Officers, Implementation Advisors and Treasury Services Specialists with the on-boarding of new Large Corporate and Commercial clients implementing complex Treasury Services products within US and Canada. The individual must have a broad and in-depth knowledge of the...

  • Treasury Management Account Analysis

    2 months ago

    Dallas, United States TBK Bank, SSB Full time

    Treasury Management Account Analysis & Sales Analyst page is loaded Treasury Management Account Analysis & Sales Analyst Apply locations Dallas, TX time type Full time posted on Posted 2 Days Ago job requisition id REQ-3570 Join TBK Bank! A t TBK Bank, we're a team of passionate, driven, collaborative, solutions minded people who want to make a difference in...

  • Treasury Analyst

    1 month ago

    Dallas, United States Joseph Michaels International Full time

    Treasury Analyst Treasury Analyst will play a crucial role in ensuring efficient cash flow, mitigating financial risks, and maximizing investment returns. The responsibility of a Treasury Analyst is to monitor and manage the organizations cash position, analyze market trends, forecast risks, and provide strategic recommendations for improving financial...

  • Treasury Analyst

    2 months ago

    Dallas, United States Joseph Michaels International Full time

    Treasury Analyst Treasury Analyst will play a crucial role in ensuring efficient cash flow, mitigating financial risks, and maximizing investment returns. The responsibility of a Treasury Analyst is to monitor and manage the organization's cash position, analyze market trends, forecast risks, and provide strategic recommendations for improving financial...

  • Vice President, Treasury

    1 month ago

    Dallas, United States Charger Logistics Inc Full time

    Job DescriptionJob DescriptionAs a world class asset-based carrier, Charger Logistics specializes in delivering your assets, on time and on budget. With the diverse fleet of equipment, we can handle a range of freight, including dedicated loads, specialized hauls, temperature-controlled goods, and HAZMAT cargo.Charger Logistics invests time and support in...

  • Vice President, Treasury

    3 weeks ago

    Dallas, United States Charger Logistics Inc Full time

    Job DescriptionJob DescriptionAs a world class asset-based carrier, Charger Logistics specializes in delivering your assets, on time and on budget. With the diverse fleet of equipment, we can handle a range of freight, including dedicated loads, specialized hauls, temperature-controlled goods, and HAZMAT cargo.Charger Logistics invests time and support in...

  • Vice President, Treasury

    3 weeks ago

    Dallas, United States Charger Logistics Inc Full time

    Job DescriptionJob DescriptionAs a world class asset-based carrier, Charger Logistics specializes in delivering your assets, on time and on budget. With the diverse fleet of equipment, we can handle a range of freight, including dedicated loads, specialized hauls, temperature-controlled goods, and HAZMAT cargo.Charger Logistics invests time and support in...