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Treasury Management Deposit Officer

3 months ago

Dallas, United States American National Bank of Texas Full time

The Treasury Management Deposit Officer is responsible for developing new Deposit and Treasury Management business relationship for specific target markets of small to medium size businesses.

  • Develop and execute Deposit and Treasury Management Sales and Prospecting Plan
  • Acquire and develop new deposits and Treasury Management solutions in specific bank regions and industry verticals
  • Establish relationships with referral sources and centers of influence to market deposit and Treasury Management services
  • Works independently and with team members on prospecting efforts and expansion of business relationships; generates cross-sell opportunities and referrals
  • Requires in depth knowledge of the bank's requirements and account opening processes for business customers
  • Maintain comprehensive knowledge of the bank's deposit and Treasury Management products and services, appropriately identify solutions based on customer need
  • Manages entire sales process including developing and writing proposals, making customer presentations and executing customer agreements
  • Requires work on physical bank premises and extensive local travel
Requirements:
  • 3-5 years of business development, deposit gathering and Treasury Management Services
  • Bachelor's degree or equivalent educational/work experience
Skills:
  • Working knowledge of Microsoft Excel and MS Word; basic keyboarding and calculator skills' must be able to do simple math and carry out written instructions
  • Working conditions are generally favorable
  • Work occasionally requires more than 40 hours per week to perform the essential functions of the position
  • Lifting in an office setting may be required up to 30lbs


ANBTX strongly encourages candidates that are fluent in English and Spanish to apply. Jobs that specifically require candidates to be bilingual will be posted as a requirement.