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Job Summary:
Under General Direction, this position markets and sells Treasury Management products and services to both existing and prospective customers of the bank. A related purpose of this position is to act as a liaison between users of Treasury Management products and Bank operational support staff to resolve any customer questions or service issues that may arise.
Responsibilities and Duties:
- Defines the treasury management products and services to new and existing and prospective customers in order to obtain the Bank's growth and profit objectives in the treasury management area
- Develops and delivers treasury management training presentations to production staff of treasury management products and services
- Assists specified production staff with sales presentations to potential clients and users in order to inform customers regarding the various treasury management products and services available.
- Identifies prospective treasury management product customers and initiates a sales effort, independent of production staff
- Acts as a liaison between customers and operational staff in customer requests and service-related problems
- Develops and maintains a personal program for maintaining an adequate level of knowledge in accounting and investment matters, management techniques, product knowledge, and personal skills in order to ensure an acceptable degree of performance
- Attention to regulatory requirements and compliance training applicable to position (Bank Secrecy Act, Customer Information Privacy ETC)
- Integrity, discretion, and respect for confidential information are absolutely essential.
Job Skills and Qualifications:
- Ability to meet or exceed an annual sales goal.
- Ability to create and execute an annual sales plan.
- Drive revenue growth through but not limited to portfolio reviews, active calling, and the cultivation of relationships with production staff.
- Knowledge of and familiarization with bank information processing systems and of general bank operations.
- Ability to prepare a business letter, make a sales proposal, prepare a proforma pricing analysis and summarize and report sales.
- Ability to make comprehensive presentations.
- Ability to communicate distinctly and to conduct training.
- Ability to communicate at a panel discussion and to make presentations with poise and control.
- Skilled in the use of a PC and various software.
- Commitment to exceed customer service expectations.
- Ability to resolve customer service issues such that Bank and customer needs are met.
- Bachelor's degree or equivalent educational experience.
- 5 years of Treasury Management experience and direct sales experience highly preferred.
- CTP Certification a plus.
Company Overview:
Truth in Texas Banking. That's what we're about. Founded in 2010, we are one of the ten largest banks headquartered in the state of Texas. We became a publicly traded company in 2014 and in 2020 and 2021 we were listed on Fortune's 100 Fastest Growing Companies. Headquartered in Dallas, Texas, we've built a bank forever rooted in truth, transparency, and uncompromising integrity.
We know our strongest asset is the passion, authenticity, and talent of our people. We focus on the growth and development of each team member to unlock potential to "Be Your True Self." Our "True You" culture is made up of five pillars:
- Be Mindful
- Be Healthy
- Be Better
- Be Prosperous
- Be Faithful
With this as our foundation, we've built a bank of people who are transparent, tell the truth, and act with integrity. We unite together in common purpose - caring deeply for our clients and communities, communicating openly with each other, and treating everyone with respect. Visit our website at and come see how we're bringing truth and transparency to Texas banking.
Veritex Community Bank does not accept unsolicited resumes from recruiters or employment agencies. Veritex Community Bank is under no obligation to pay any referral compensation or recruiter fee in the absence of a current executed Recruitment Services Agreement. In the event a recruiter or agency submits an unsolicited resume or candidate without an agreement, Veritex reserves the right to pursue and hire those candidate(s) without any financial obligation to the recruiter or agency. Any unsolicited resumes, including those submitted to hiring managers, shall be deemed the property of Veritex Community Bank.
If your agency would like to be considered as a potential future recruiting partner, please leave your contact information at .
Work environment and Physical demands: The employee may occasionally lift and/or move up to 25 pounds. The employee may occasionally stand, walk, reach, climb, balance, stoop, kneel, crouch, or crawl. The work environment and physical demands are those of a standard office setting. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.
Disclaimer: This job description is not an inclusive list of all duties and responsibilities of the position. Incumbents will be required to follow any other job- related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. Veritex Bank reserves the right to amend and change responsibilities to meet business and organizational needs.
This document does not create an employment contract, implied or otherwise, other than an "at will" relationship. Veritex Community Bank is an equal opportunity employer. Veritex Community Bank Corporate Human Resources, Dallas, Texas.
We are committed to a policy of Equal Employment Opportunity and will not discriminate against an applicant or employee on the basis of race, color, religion, creed, national origin or ancestry, sex, age, physical or mental disability, veteran or military status, genetic information, sexual orientation, marital status, or any other legally recognized protected basis under federal, state or local laws, regulations or ordinances. The information collected by this application is solely to determine suitability for employment, verify identity and maintain employment statistics on applicants.
Applicants with disabilities may be entitled to reasonable accommodation under the terms of the Americans with Disabilities Act and certain state or local laws. A reasonable accommodation is a change in the way things are normally done which will ensure an equal employment opportunity without imposing undue hardship on the Company. Please inform the Company's personnel representative if you need assistance completing any forms or to otherwise participate in the application process.
- Pay Type Salary
- Dallas, TX, USA