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Treasury Management Sales Officer - Public Funds

Company: American National Bank of Texas
Location: Allen
Posted on: September 14, 2023

Job Description:

DescriptionThe Treasury Management Sales Officer Public Funds is responsible for developing new and expanding existing Treasury Management business relationships with the Public Funds business sector.

  • Develops and executes Treasury Management Sales and Prospecting Plans for the Bank's Public Funds customer sector
  • Identifies needs and provides appropriate Treasury Management solutions for customer's strategies and goals
  • Understands competitor capabilities and can effectively position the Bank's Treasury Management services as a competitive advantage
  • Works independently and with team members on Public Fund prospecting efforts and expansion of relationships, generates cross-sell opportunities and referrals
  • Manages customer visits and on-going contact/relationship development
  • Manages entire sales process including developing and writing proposals, making customer presentations and executing customer agreements
  • Responsible for preparation of all Public Funds Depository Bid packages, maintaining contract calendar, and management of contract extensions
  • Conducts semi-annual Treasury Management reviews with all Public Fund customers


    • Bachelor's degree or equivalent educational/work experience
    • 2-3 years of Treasury Management Services experience
    • Preferred - 3-5 years of Treasury Management Services experience


      • Working knowledge of Microsoft Office; moderate math and writing skills; moderate presentation skills; strong follow up abilities
      • Travel to a variety of locations to perform work and/or attend meetings as required
      • Work occasionally requires more than 40 hours per week to perform the essential functions of the position
      • Must be able to travel regularly from location to location
      • Lifting in an office setting may be required up to 30 lbs

        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.

Keywords: American National Bank of Texas, Allen , Treasury Management Sales Officer - Public Funds, Executive , Allen, Texas

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