Treasury Management Sales Consultant
Security National Bank, Dallas, Texas, United States, 75215
Overview
Security National Bank is a family-owned community bank with a strong focus on personal, private, business, and commercial banking, along with home mortgages and wealth management services. Headquartered in Omaha, NE, with locations in Council Bluffs and West Des Moines, IA, as well as Dallas, TX, the Bank provides employees with ample opportunities for career development. The organization fosters a collaborative culture where individuals support each other\'s success while remaining connected to local communities and businesses. Employees enjoy a variety of work perks and a supportive environment that values its people as its greatest asset. Security National Bank is an Equal Opportunity Employer and is committed to community engagement and workforce diversity. Role Description
We are seeking a Treasury Management Sales Consultant for a full-time, on-site position based in the Dallas, TX market. In this role, you will manage and grow a portfolio of treasury management clients by identifying their needs and providing tailored solutions. Responsibilities include consulting with business clients, creating financial proposals, supporting cash management processes, providing recommendations on business process improvements, and fostering strong client relationships. You will collaborate with internal teams, contribute to business development, and achieve performance goals to drive client satisfaction and business growth. Qualifications
Strong analytical and finance skills Proficiency in client relationship management Excellent communication and interpersonal skills Proven ability to work collaboratively across teams and contribute to business development initiatives Bachelor’s degree in finance, Business Administration, or a related field Prior experience in Treasury Management Sales is a requirement Commitment to delivering exceptional customer service and driving results
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Security National Bank is a family-owned community bank with a strong focus on personal, private, business, and commercial banking, along with home mortgages and wealth management services. Headquartered in Omaha, NE, with locations in Council Bluffs and West Des Moines, IA, as well as Dallas, TX, the Bank provides employees with ample opportunities for career development. The organization fosters a collaborative culture where individuals support each other\'s success while remaining connected to local communities and businesses. Employees enjoy a variety of work perks and a supportive environment that values its people as its greatest asset. Security National Bank is an Equal Opportunity Employer and is committed to community engagement and workforce diversity. Role Description
We are seeking a Treasury Management Sales Consultant for a full-time, on-site position based in the Dallas, TX market. In this role, you will manage and grow a portfolio of treasury management clients by identifying their needs and providing tailored solutions. Responsibilities include consulting with business clients, creating financial proposals, supporting cash management processes, providing recommendations on business process improvements, and fostering strong client relationships. You will collaborate with internal teams, contribute to business development, and achieve performance goals to drive client satisfaction and business growth. Qualifications
Strong analytical and finance skills Proficiency in client relationship management Excellent communication and interpersonal skills Proven ability to work collaboratively across teams and contribute to business development initiatives Bachelor’s degree in finance, Business Administration, or a related field Prior experience in Treasury Management Sales is a requirement Commitment to delivering exceptional customer service and driving results
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