Treasury Management Payments Sales Officer I

1 month ago

The Woodlands, United States Woodforest National Bank Full time
Job Description - Treasury Management Payments Sales Officer I (065909)

Your Future Starts Here

Description

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 Payments Sales Officer I is responsible for managing and promoting the growth of a portfolio of business and middle market customers utilizing merchant services. This includes analyzing customer needs; identifying and advising on product and service solutions; and providing training and customer service support.
Responsibility may include portfolio management, and assisting with reviewing and adjusting related policies and pricing to ensure compliance and competitiveness of the Bank’s commercial treasury management products.

Key Responsibilities:
· Responsible for sourcing new merchant service clients and act as a liaison between the commercial banking teams and the Woodforest Acceptance Solutions team.
· Partners with commercial relationship managers and merchant acquiring client relationship managers to respond to customer inquiries and research requests for related specialized services.
· Project manages the sales cycle including assigning deals and managing workload of treasury management officers, monitoring production results, and implementing process and performance improvements.
· Evaluates customer relationships and performs analyses to strategize product and service solutions; makes recommendations and provides action plans to customers and relationship managers.
· Prepares and delivers pricing proformas, proposals, presentations and bid recommendations.

Competencies Required:
· Expert sales and marketing experience.
· Demonstrated ability to cross-sell and explain all Bank products and services with confidence and authority.
· Knowledgeable of merchant products and services, industry trends, pricing strategies, customer needs analysis and proposal development.
· Exceptional communication, presentation and consultation skills.
· Excellent time management and organizational skills with the ability to prioritize workload and multi-task in a fast pace environment while maintaining attention to detail.
· Strategic and problem-solving mindset with developed analytical ability, critical thinking, and decision-making skills.
· Excellent customer service and relationship management skills with the ability to effectively interact with internal and external top executives and business owners in a variety of industries.
· Expert knowledge of related state and federal banking compliance regulations, Bank policies and procedures, and the Bank’s products and services.
· Excellent organizational and time management skills.
· Proficiency with Microsoft office (PowerPoint, Excel, Office, Word, and SharePoint and the ability to navigate banking software applications

Qualifications

Minimum Qualifications/Experience:
· 5+ years of sales, support and business development experience in the financial services industry required.
· 3+ years in a merchant sales role preferred.
· 3+ years of product management experience in the merchant industry preferred.

Formal Education & Certification:
· Bachelor’s degree in a business-related field preferred.

Work Status:
· Full-Time.

Supervisory Responsibility:
· None.

Travel:
· Up to 50% regional travel 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, ledgers, folders, etc.

  • Global Treasury Operations Specialist

    2 weeks ago

    The Woodlands, United States Nexeo Plastics, LLC Full time

    Job SummaryAs a Global Treasury Operations Specialist at Nexeo Plastics, LLC, you will play a crucial role in managing the company's financial operations and ensuring the efficient handling of cash flow. This position is ideal for individuals who are highly organized, detail-oriented, and able to work independently and collaboratively.About the RoleThis...

  • Treasury Director

    6 days ago

    The Woodlands, TX, United States Kraton Corporation Full time

    At Kraton, we make a Positive Difference, and we are looking for individuals who are also looking to make a difference in their jobs, for our customers and to the world. We are looking to hire a key member of our Finance team at our Houston HQ location. The Treasury Director enhances earning and maximizes cash flow by executing and maintaining optimal...

  • Business Development Representative

    2 weeks ago

    The Woodlands, United States Xplor Full time

    Company OverviewXplor Technologies is a leading global platform combining Software as a Service (SaaS) with embedded payments, and tools to help businesses grow and succeed.We offer software solutions in fast-growing 'everyday life' verticals: Education, Fitness & Wellbeing, Field Services and Personal Services – and a global, cloud-based payments...

  • Chief Financial Officer

    1 month ago

    the woodlands, United States Human Capital Solutions, Inc. Full time

    Position Summary:Our client, a fast-growing forest products company is hiring for a Chief Financial Officer. The company’s product mix revolves around products made from the forest and are mainly geared toward animal agriculture, pet and companion animals, fuels and horticultural markets.Absolute Minimum Must Have’s / Experience / Requirements:Bachelors...

  • Chief Financial Officer

    1 month ago

    The Woodlands, United States Human Capital Solutions, Inc. Full time

    Position Summary:Our client, a fast-growing forest products company is hiring for a Chief Financial Officer. The company’s product mix revolves around products made from the forest and are mainly geared toward animal agriculture, pet and companion animals, fuels and horticultural markets.Absolute Minimum Must Have’s / Experience / Requirements:Bachelors...

  • Chief Financial Officer

    1 month ago

    the woodlands, United States Human Capital Solutions, Inc. Full time

    Position Summary:Our client, a fast-growing forest products company is hiring for a Chief Financial Officer. The company’s product mix revolves around products made from the forest and are mainly geared toward animal agriculture, pet and companion animals, fuels and horticultural markets.Absolute Minimum Must Have’s / Experience / Requirements:Bachelors...

  • Sales Manager

    4 weeks ago

    The Woodlands, United States Huntsman Full time

    Job Description:Sales Manager - Industrial & Automotive (The Woodlands, Texas)Huntsman Corporation is a publicly traded global manufacturer and marketer of differentiated and specialty chemicals. Our chemical products number in the thousands and are sold worldwide to manufacturers serving a broad and diverse range of consumer and industrial end markets. We...

  • Office Assistant

    2 months ago

    The Woodlands, United States Haverty Part time

    Job DescriptionJob DescriptionJob DescriptionBased on our successful growth, Havertys Furniture is opening a New Store in The Woodlands, Texas. We are excited to be returning to the Houston market and are planning to grow within the Houston area!Our store location: 1560 Lake Woodlands Dr, The Woodlands, Texas 77380. You can expect to make $15-17.50 per hour...

  • Sales Manager

    4 weeks ago

    the woodlands, United States Clayton Services Full time

    Clayton Services is searching for a Sales Manager to join a thriving company in the Woodlands, Texas. The Sales Manager will be responsible for leading a team of sales executives in the telecommunications industry.Job Type: Direct-HirePay Rate: $75,000/base with OTE up to $150,000/annually.Sales Manager Responsibilities: Recruit, train, mentor, and develop...

  • Sales Manager

    4 weeks ago

    The Woodlands, United States Clayton Services Full time

    Clayton Services is searching for a Sales Manager to join a thriving company in the Woodlands, Texas. The Sales Manager will be responsible for leading a team of sales executives in the telecommunications industry.Job Type: Direct-HirePay Rate: $75,000/base with OTE up to $150,000/annually.Sales Manager Responsibilities: Recruit, train, mentor, and develop...

  • Corporate Paralegal

    4 weeks ago

    The Woodlands, United States Huntsman Full time

    Job Description:Corporate Paralegal Huntsman Corporation is a publicly traded global manufacturer and marketer of differentiated and specialty chemicals. Our chemical products number in the thousands and are sold worldwide to manufacturers serving a broad and diverse range of consumer and industrial end markets. We operate more than 70 manufacturing, R&D and...

  • Office Manager

    3 weeks ago

    The Woodlands, United States Global Coast Services inc Full time

    Job Description: Office ManagerPosition Title: Office ManagerDepartment: Management Reports To: CEO and Chief of Staff Job Type: Full-Time---Position Summary:The Office Manager will oversee the smooth operation of the day-to-day administrative tasks in the office of a hospitality company. This role requires excellent organizational, multitasking, and...

  • Office Manager

    3 weeks ago

    The Woodlands, United States Global Coast Services inc Full time

    Job Description: Office ManagerPosition Title: Office ManagerDepartment: Management Reports To: CEO and Chief of Staff Job Type: Full-Time---Position Summary:The Office Manager will oversee the smooth operation of the day-to-day administrative tasks in the office of a hospitality company. This role requires excellent organizational, multitasking, and...

  • Manager

    4 weeks ago

    The Woodlands, United States Huntsman Full time

    Job Description:Senior Manager, Corporate CommunicationsHuntsman Corporation is a publicly traded global manufacturer and marketer of differentiated and specialty chemicals. Our chemical products number in the thousands and are sold worldwide to manufacturers serving a broad and diverse range of consumer and industrial end markets. We operate more than 70...

  • Outside Sales Representative

    4 weeks ago

    the woodlands, United States Centric Infrastructure Group Full time

    The Sales Representative will be the main interface and point of contact for all new homeowners in Centric residential communities. This position will collaborate with builders to coordinate joint marketing activities and create marketing collateral. The main responsibility of the Sales Representative will be to convert residential homebuyers in Centric...

  • Outside Sales Representative

    4 months ago

    The Woodlands, United States Centric Infrastructure Group Full time

    The Sales Representative will be the main interface and point of contact for all new homeowners in Centric residential communities. This position will collaborate with builders to coordinate joint marketing activities and create marketing collateral. The main responsibility of the Sales Representative will be to convert residential homebuyers in Centric...

  • Outside Sales Representative

    3 months ago

    the woodlands, United States Centric Infrastructure Group Full time

    The Sales Representative will be the main interface and point of contact for all new homeowners in Centric residential communities. This position will collaborate with builders to coordinate joint marketing activities and create marketing collateral. The main responsibility of the Sales Representative will be to convert residential homebuyers in Centric...

  • Strategic Sourcing Manager

    1 month ago

    The Woodlands, United States Huntsman Full time

    Job Description:Strategic Sourcing Manager, Americas - CAPEX, Maintenance and TurnaroundsHuntsman Corporation is a publicly traded global manufacturer and marketer of differentiated and specialty chemicals. Our chemical products number in the thousands and are sold worldwide to manufacturers serving a broad and diverse range of consumer and industrial end...

  • Strategic Sourcing Manager

    4 weeks ago

    The Woodlands, United States Huntsman Full time

    Job Description:Strategic Sourcing Manager, Americas - CAPEX, Maintenance and TurnaroundsHuntsman Corporation is a publicly traded global manufacturer and marketer of differentiated and specialty chemicals. Our chemical products number in the thousands and are sold worldwide to manufacturers serving a broad and diverse range of consumer and industrial end...

  • Chief Financial Officer

    1 month ago

    The Woodlands, TX, United States Human Capital Solutions, Inc. Full time

    Position Summary:Our client, a fast-growing forest products company is hiring for a Chief Financial Officer. The company’s product mix revolves around products made from the forest and are mainly geared toward animal agriculture, pet and companion animals, fuels and horticultural markets.Absolute Minimum Must Have’s / Experience / Requirements:Bachelors...