Latest job information from Golden Bank, N.A. for the position of Treasury Management. If the Treasury Management vacancy in Houston matches your qualifications, please submit your latest application or CV directly through the updated Jobkos job portal.
Please note that applying for a job may not always be easy, as new candidates must meet certain qualifications and requirements set by the company. We hope the career opportunity at Golden Bank, N.A. for the position of Treasury Management below matches your qualifications.
Cash Management / Treasury Management Officer Job Description JOB SUMMARY The Treasury Management Sales Specialist provides comprehensive sales and administrative support to Bank's Lending Team and Relationship Managers. This role is responsible for the pre-sale and post-sale activities related to the sale of treasury management products and services to commercial clients. The successful candidate will be a highly organized, detail-oriented professional with a strong understanding of banking products, exceptional communication skills, and the ability to work in a fast-paced, deadline-driven environment. PRIMARY ACCOUNTABILITIES/RESPONSIBILITIES: Sales and Proposal Preparation: Work directly with front line branch staff and lending team to prepare sales proposals, presentations, and product demonstrations for prospective and existing clients. Gather and analyze client account data to identify needs and recommend appropriate treasury management solutions. Create detailed financial analysis and proformas, including cost-benefit analyses, to demonstrate the value of proposed services. Assist in the pricing process and prepare all necessary documentation for internal approvals. Help prepare and respond to Requests for Proposals (RFPs) from potential clients. Client Management and Support: Act as a primary point of contact for clients, addressing inquiries, and resolving issues related to treasury management products and services. Proactively review client accounts to identify opportunities for additional services ("upselling" or "cross-selling"). Coordinate with other internal departments, such as Branch Operation, Digital Banking, BSA, and IT, to ensure a smooth and timely setup of new services. Handle client onboarding, including preparing applications, collecting necessary documents, and ensuring all compliance requirements are met. Provide ongoing client training and technical support on new products, systems, and online banking platforms. Administrative and Reporting: Maintain accurate and up-to-date client records in the bank's customer relationship management (CRM) system. Track and report on sales pipelines, revenue goals, and other key performance indicators (KPIs). Manage and process service agreements, paperwork, and other administrative tasks to support the sales team. Stay informed on industry trends, competitor offerings, and regulatory changes that may affect treasury management products. Risk and Compliance: Ensure all sales and implementation processes adhere to internal policies, banking regulations, and compliance standards. Identify and escalate any potential risks, such as cyber-risk, product risk, or operational risk, to the appropriate channels. Assist in the annual review of client accounts and documentation to mitigate risk and ensure a sound relationship. QUALIFICATIONS AND SKILLS: Education : Bachelor's degree in Business, Finance, Accounting, or a related field. Experience: 5+ years of experience in financial services, with a strong preference for previous experience in a sales support, customer service, or treasury management role. Technical Skills: Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) is required. Familiarity with banking software, and bank's treasury management products, including ACH/Wires, Positive Pay, Remote Deposit Capture (RDC), Merchant Card Processing, Bill Pay and Online/Mobile Banking. Strong analytical and quantitative skills to perform financial analysis and create reports. Communication Skills : Exceptional verbal and written communication skills for interacting with clients and internal stakeholders. Ability to clearly explain complex financial products and concepts. Personal Attributes: Highly organized with meticulous attention to detail. Strong problem-solving and critical-thinking abilities. Self-motivated, proactive, and able to work independently as well as part of a team. Proven ability to manage multiple tasks and prioritize work in a fast-paced, high-pressure environment. Employment Type: Full Time Bonus/Commission: No
Job Info:
Company: Golden Bank, N.A.
Position: Treasury Management
Work Location: Houston
Country: US
How to Submit an Application:
After reading and understanding the criteria and minimum qualification requirements explained in the job information Treasury Management at the office Houston above, immediately complete the job application files such as a job application letter, CV, photocopy of diploma, transcript, and other supplements as explained above. Submit via the Next Page link below.
THIS JOB POSTING HAS EXPIRED (Over 30 days ago).
Please search for the latest job opportunities on our
Homepage.
Desc: Criminal Defense Attorney - Texas Defend Good People During Hard Times. Try Meaningful Cases. Build an Exceptional Career. At Martine Law, we don't just process cases—we fight for people during some o...
Desc: The Opportunity: We're hiring an Associate Attorney with 0 to 7 years of experience and interest in business, real estate, or family law litigation . The ideal candidate will be comfortable with clien...
Desc: Criminal Defense Attorney – Texas Defend Good People During Hard Times. Try Meaningful Cases. Build an Exceptional Career. At Martine Law, we don't just process cases—we fight for people during...
Desc: Job DescriptionJob DescriptionDuties and Responsibilities:Troubleshoot electrical system problems and resolve electrical issuesTroubleshooting Motor Control CircuitsManage crews to complete projects o...
Desc: Be part of a true Legacy and enjoy a rewarding career by making a difference in the lives of so many patients at Legacy Community Health.Benefits We Offer Outstanding Benefits: Paid Time Off & Paid Co...