Treasury Management Deposit Officer

4 weeks ago


Dallas, Texas, United States American National Bank of Texas Full time
Treasury Management Deposit Officer Job Description

The Treasury Management Deposit Officer is a key role at American National Bank of Texas, responsible for developing new business relationships with small to medium-sized businesses in specific target markets.

Key Responsibilities:
  • Develop and Execute Sales Plans: Create and implement effective sales and prospecting plans to acquire new deposits and Treasury Management solutions in targeted bank regions and industry verticals.
  • Establish Relationships: Build and maintain relationships with referral sources and centers of influence to market deposit and Treasury Management services.
  • Cross-Sell Opportunities: Identify and generate cross-sell opportunities and referrals to expand business relationships.
  • Requirements Knowledge: Maintain comprehensive knowledge of the bank's requirements and account opening processes for business customers.
  • Sales Process Management: Manage the entire sales process, including developing and writing proposals, making customer presentations, and executing customer agreements.
Requirements:
  • Experience: 3-5 years of business development, deposit gathering, and Treasury Management Services experience.
  • Education: Bachelor's degree or equivalent educational/work experience.
Skills:
  • Technical Skills: Working knowledge of Microsoft Excel and MS Word, basic keyboarding and calculator skills, and ability to perform simple math and carry out written instructions.
  • Working Conditions: Working conditions are generally favorable, with occasional requirement to work more than 40 hours per week and lift up to 30lbs in an office setting.

ANBTX strongly encourages candidates who are fluent in English and Spanish to apply.



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