Current jobs related to Treasury Management Officer II - Houston - Woodforest Bank

  • Treasury Management Officer

    2 weeks ago

    Houston, United States The Anderson Search Group Full time

    Treasury Management Sales OfficerThe Anderson Search Group has been engaged by a $50bn bank, a repeat client, to identify a Treasury Management Sales Officer for Texas Corporate and Middle Market Banking in Houston, Texas. This bank was just named one of the Best Companies to Work For in Banking and One of the Best Companies to Work For in the South by US...

  • Treasury Management Officer

    3 weeks ago

    Houston, United States The Anderson Search Group Full time

    Treasury Management Sales OfficerThe Anderson Search Group has been engaged by a $50bn bank, a repeat client, to identify a Treasury Management Sales Officer for Texas Corporate and Middle Market Banking in Houston, Texas. This bank was just named one of the Best Companies to Work For in Banking and One of the Best Companies to Work For in the South by US...

  • Treasury Management Officer Manager

    1 month ago

    Houston, United States JCW Full time

    About Our Client: Our client is a leading regional bank committed to providing exceptional financial services and solutions to its diverse clientele. With a strong reputation for excellence and a focus on innovation, they are seeking a dynamic and experienced professional to lead their Treasury Management Sales team in Texas.Role Overview: The Regional...

  • Treasury Management Officer Manager

    1 month ago

    Houston, United States JCW Full time

    About Our Client: Our client is a leading regional bank committed to providing exceptional financial services and solutions to its diverse clientele. With a strong reputation for excellence and a focus on innovation, they are seeking a dynamic and experienced professional to lead their Treasury Management Sales team in Texas.Role Overview: The Regional...

  • Associate Treasury Management Officer

    4 months ago

    Houston, United States PNC Bank Corp. Full time

    Performs or assists in banking activities, including underwriting and/or relationship management and/or product suite activities. Works under supervision and may have limited approval and/or exception authority. Identifies and appropriately mitigates Officer, Management, Associate, Treasury, Customer Experience, Business, Banking, Business Services

  • Treasury Management Officer IV

    2 months ago

    Houston, United States BOK Financial Full time

    Req ID: 75250 Location: Houston -HOUS Areas of Interest: Treasury Services; Treasury Services, Commercial Card Pay Transparency Salary Range: Not Available Application Deadline: 08/14/2024BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal...

  • Treasury Management Officer IV

    4 weeks ago

    Houston, United States BOK Financial Full time

    Req ID: 75250 Location: Houston -HOUS Areas of Interest: Treasury Services; Treasury Services, Commercial Card Pay Transparency Salary Range: Not Available Application Deadline: 09/01/2024BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal...

  • Client Support Partner for Treasury Management

    2 days ago

    Houston, Texas, United States Cadence Bank Full time

    About the RoleThe Client Support Partner role will be involved with the sales and support of Treasury Management products to high-profile internal clients. The CSP II will assist high-profile clients with routine sales inquiries; assist in the preparation of proposals and cross-sell the existing client portfolio. Success in this role requires the ability to...

  • Treasury Manager

    2 months ago

    Houston, United States Vinmar International Full time

    Company:A global commodities marketing and distribution company with a forty-six-year track record focused on the petrochemicals and polymers industries. The corporate office is in Houston, Texas and operates through 31 additional offices and local subsidiaries in 20 countries.Position Summary: The position is based in Houston and reports to the Global...

  • Treasury Management Client Service Specialist

    2 days ago

    Houston, Texas, United States Cadence Bank Full time

    About the RoleThe Client Support Partner role will be involved with the sales and support of Treasury Management products to high-profile internal clients. The CSP II will assist high-profile clients with routine sales inquiries; assist in the preparation of proposals and cross-sell the existing client portfolio. Success in this role requires the ability to...

  • Treasury Management Sales Analyst

    2 months ago

    Houston, United States Vantage Bank Full time

    JOB CLASSIFICATION Full / Part-time: Full-time Hours Per Week: 40 Location: 5151 San Felipe St., Ste 730 Houston TX 77056 The Treasury Sales Analyst is an assertive, sales focused individual supporting Treasury Management Sales Officers and their sales of Treasury Management solutions to Vantage Bank's Commercial and Retail clients and prospects. This...

  • Senior Manager, Treasury

    3 weeks ago

    Houston, United States InsideHigherEd Full time

    Job Title: Senior Manager, Treasury Location: LSC-System Office Regular/Temporary: Regular Full/Part Time: Full-Time Job ID: 41530 Commitment to Mission This job carries with it the obligation to uphold the Mission of Lone Star College (LSC) in carrying out the duties of the position. A commitment to positive interpersonal behaviors, professional...

  • Treasury Operations Senior Manager

    6 days ago

    Houston, Texas, United States InsideHigherEd Full time

    Job Title: Senior Manager, Treasury Location: System Office Regular/Temporary: Regular Full/Part Time: Full-Time Job ID: 41530Commitment to MissionThis position entails a commitment to uphold the mission of the institution while executing the responsibilities of the role. A dedication to fostering positive interpersonal relationships, professional...

  • Treasury Manager

    2 months ago

    Houston, United States BGSF Full time

    BGSF has partnered with an oil and gas company in North Houston and is seeking a Treasury Manager to join their team. The Treasury Manager will be responsible for numerous corporate investment portfolios where they will identify and assess risks to promote the organization’s growth. The Treasury Manager will also work closely with the Vice President and...

  • Senior Treasury Management Specialist

    5 days ago

    Houston, Texas, United States BOK Financial Full time

    Position OverviewThe Treasury Management Officer IV is responsible for identifying, marketing, and implementing the Bank's suite of commercial depository services and treasury management solutions. This role serves as a critical link between clients and the Bank's operational teams, ensuring seamless service delivery and addressing any service-related...

  • Senior Treasury Management Consultant

    1 week ago

    Houston, Texas, United States BOK Financial Full time

    Position OverviewThe Treasury Management Officer IV is responsible for identifying, marketing, and implementing the Bank's commercial deposit and treasury management solutions. This role serves as a key point of contact between clients and the Bank's operational departments, ensuring seamless service delivery and addressing any service-related concerns. The...

  • Treasury Management Operations Specialist

    5 days ago

    Houston, Texas, United States Texas First Bank . Insurance Full time

    Job OverviewEnhance your career as a Treasury Management Support SpecialistTexas First Bank, a prominent independent community bank, has been serving the Southeast Texas region since 1973. With a commitment to our employees and the communities we serve, we pride ourselves on being one of the fastest-growing financial institutions in the area.Position...

  • Treasury Management Operations Specialist

    5 days ago

    Houston, Texas, United States Texas First Bank . Insurance Full time

    Job OverviewEnhance your career as a Treasury Management Support SpecialistTexas First Bank, established in 1973, is recognized as one of the rapidly expanding financial institutions in Southeast Texas. As a prominent independent community bank, we operate 27 banking centers across seven counties. Our employees are our greatest asset, dedicated to fostering...

  • Senior Treasury Management Consultant

    5 days ago

    Houston, Texas, United States BOK Financial Full time

    Position OverviewThe Treasury Management Officer IV is responsible for identifying, marketing, and implementing the Bank's commercial depository and treasury management solutions to both existing and prospective clients. This role serves as a critical link between clients and the Bank's operational departments, ensuring seamless service delivery and...

  • Treasury Management SME

    4 weeks ago

    Houston, United States SolomonEdwards Full time

    No C2C or 1099, only w2.No sponsorship.8 week contract role with a possibility of extension.Hybrid role in Houston, TX.Position Overview:We are seeking a highly experienced Treasury Management Subject Matter Expert (SME) to join our team. The ideal candidate will have extensive knowledge and hands-on experience in treasury products and the...

Treasury Management Officer II

2 months ago

Houston, United States Woodforest Bank Full time

Take the next step toward your new career today

Become a part of the diverse and inclusive team within our nationally recognized award-winning Bank that is one of the strongest in the nation. Woodforest National Bank is privately owned, and our Employee Stock Ownership Plan is the largest shareholder. We focus on building relationships and discovering opportunities to better serve our communities and understand the financial needs of every customer we serve. At Woodforest we care and prove it by volunteering with local charities and foodbanks to give back to the communities we serve. By joining Woodforest you will become a part of one of the largest employee-owned banks in the country

The Treasury Management Officer II is responsible for identifying, analyzing, selling and supporting cash management products and services to established business customers and targeted prospective corporate clients. Works closely with relationship officers in attaining goals; solidify customer retention efforts by providing a superior level of customer service. Act as a mentor and subject matter expert for junior level Commercial Cash Management employees.

Key Responsibilities:

* Reinforces the application of superior customer service through his or her own example along with appropriate follow through with involved customers and employees. * Engages in business development activities; identifies, analyzes, and sells cash management products and services to established business customers and targeted prospective corporate clients; creates and executes a customer call strategy to achieve established sales goals; works closely with relationship managers in attaining goals while solidifying customer retention efforts; identifies customer needs and offers customized solutions; develops cross sell opportunities within existing customer portfolio; investigates and follows up on significant changes in status of existing customers. * Prepares a written response to a Request for Proposal (RFP); assesses customer needs and recommends effective strategies; performs a cost benefit and risk analysis; negotiates pricing to optimize profitability of appropriate cash management product or service solutions. * Contributes to the overall profitability of the Bank through income generation and cash management marketing efforts. * Assures audit compliance and procedure quality control and recommends and initiates corrective actions; ensures the department is in compliance with established Bank policies, procedures and state and federal regulations.

Competencies Required:

* Intermediate experience, knowledge and training in cost and profitability analysis typically resulting from a combination of education in accounting, financial and/or credit analysis or related areas. * Advanced knowledge of related state and federal banking compliance regulations, Bank policies and procedures, and the Bank's products and services. * Advanced experience, knowledge and training in all lending and operations activities and terminology. * Advanced sales and marketing experience. * Demonstrated ability to cross-sell and explain all Bank products and services with confidence and authority. * Advanced loan product knowledge. * Ability to read, analyze and interpret general business periodicals, professional journals, and technical procedures. * Excellent organizational and time management skills.

Minimum Qualifications/Experience:

* 10-15 years of cash management sales, support and business development experience in the financial services industry.

Formal Education & Certification:

* Bachelor's degree in Business Administration or related discipline; or the equivalent combination of education and work experience.

Work Status:

* Full-time.

Supervisory Responsibility:

* 2 or more direct reports.

Travel:

* Up to 25% travel is expected.

Working Conditions:

* Conditions involve lifting no more than ten pounds, sitting most of the time, but may involve walking, moving, or standing for brief periods, and occasionally lifting and carrying articles like files, folders, etc.

Disclaimer:

This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Nothing herein restricts management's right to assign or reassign duties and responsibilities to this job at any time.

Woodforest is an Equal Opportunity / Affirmative Action employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status, or other status protected by law or regulation.