Treasury Management Sales Consultant (Merchant Services) - Amegy Tower / Houston
Zions Bancorporation, Houston, TX, United States
At Amegy Bank, everyone counts! Your contributions are valued, and everyone has the opportunity to grow in their career. We're committed to doing the very best for our customers, our communities and our employees.
Amegy Bank is seeking a motivated and client‑focused
Merchant Services Sales Consultant
to support the growth and management of our merchant services portfolio. This position plays a key role in acquiring new clients, deepening existing relationships, and contributing to the development and delivery of Amegy’s merchant services products and solutions. The ideal candidate demonstrates strong sales skills, excellent client service, and a solid technical understanding of merchant services. Success in this role requires effective collaboration with internal banking teams, strategic partners, and external stakeholders.
Essential Functions:
Generate merchant services referrals, new sales, and revenue growth across assigned markets.
Proactively develop new business through independent sales calls and joint calls with Treasury Sales Consultants and/or Relationship Managers.
Leverage all communication channels — in‑person, virtual, written, and verbal — to identify opportunities and build strong pipelines.
Create and deliver customized proposal presentations using marketing materials and strategic partner pricing tools.
Negotiate pricing structures to support retention, margin expansion, and overall revenue goals.
Provide exceptional onboarding and ongoing support to new and existing merchant services clients.
Manage the end‑to‑end lifecycle of merchant agreements, including setup documentation, pricing quotes, and coordination with strategic partners.
Facilitate updates or corrections to agreements, documentation, and pricing as needed.
Work directly with strategic partners to resolve complex product issues, troubleshoot problems, and ensure client satisfaction.
Maintain accurate weekly and monthly referral, pipeline, and activity reports.
Support Amegy’s relationship banking culture by maintaining regular client contact, delivering outstanding service, and demonstrating strong product expertise.
Collaborate closely with internal teams to strengthen cross‑sell opportunities and enhance the overall treasury management value proposition.
Other duties as assigned.
Qualifications:
A four-year undergraduate degree in business or finance along with direct Merchant Services experience is preferred.
Experience with Merchant services, treasury or cash management, product sales, relationship management, lending or other directly related experience is required. 4+ years' experience preferred. An equivalent combination of education and experience may meet job qualifications.
Effective sales presentation and negotiation skills.
Strong sales aptitude with demonstrated professionalism, flexibility, and customer‑first mindset.
Ability to manage multiple priorities while maintaining accuracy and follow‑through.
Knowledge of banking, merchant services, treasury management, banking/treasury products, and procedures is required.
Local candidates are highly preferred. Requires knowledge of local networks with expertise and pipelines in Houston and its surrounding communities.
A demonstrated ability to develop and maintain major banking relationships is strongly preferred.
Benefits:
At Amegy Bank, we strive to create value for our customers, communities, employees, and shareholders. As a member of our team, we recognize the essential role you will play in our success. Our benefit plans are designed to help protect the health and well‑being of you and your families, while helping you grow in your career.
Medical, Dental and Vision Insurance - START DAY ONE!
Life and Disability Insurance, Paid Parental Leave and Adoption Assistance
Health Savings (HSA), Flexible Spending (FSA) and dependent care accountsPaid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
Mental health benefits including coaching and therapy sessions
Tuition Reimbursement for qualifying employees
Employee Ambassador preferred banking product
Req ID:
069857
Equal Opportunity Employer
It is the policy of this corporation to provide equal employment and advancement opportunities to all employees and applicants for employment, without regard to race, color, religion, age (40 and over), sex, pregnancy, gender, disability, national origin, ethnic background, citizenship, veteran status, sexual orientation, gender identity and expression or any other characteristic protected by applicable law. This policy is established and administered in accordance with all applicable federal, state, and local laws.
If you are an individual with disabilities who needs accommodation, or you are having difficulty using our website to apply for employment, please contact us at (801) 844-7628, Mon.-Fri. between 9 a.m. - 5 p.m. MST.
Click here to view applicable Federal, State and/or local employment law posters.
#J-18808-Ljbffr
Amegy Bank is seeking a motivated and client‑focused
Merchant Services Sales Consultant
to support the growth and management of our merchant services portfolio. This position plays a key role in acquiring new clients, deepening existing relationships, and contributing to the development and delivery of Amegy’s merchant services products and solutions. The ideal candidate demonstrates strong sales skills, excellent client service, and a solid technical understanding of merchant services. Success in this role requires effective collaboration with internal banking teams, strategic partners, and external stakeholders.
Essential Functions:
Generate merchant services referrals, new sales, and revenue growth across assigned markets.
Proactively develop new business through independent sales calls and joint calls with Treasury Sales Consultants and/or Relationship Managers.
Leverage all communication channels — in‑person, virtual, written, and verbal — to identify opportunities and build strong pipelines.
Create and deliver customized proposal presentations using marketing materials and strategic partner pricing tools.
Negotiate pricing structures to support retention, margin expansion, and overall revenue goals.
Provide exceptional onboarding and ongoing support to new and existing merchant services clients.
Manage the end‑to‑end lifecycle of merchant agreements, including setup documentation, pricing quotes, and coordination with strategic partners.
Facilitate updates or corrections to agreements, documentation, and pricing as needed.
Work directly with strategic partners to resolve complex product issues, troubleshoot problems, and ensure client satisfaction.
Maintain accurate weekly and monthly referral, pipeline, and activity reports.
Support Amegy’s relationship banking culture by maintaining regular client contact, delivering outstanding service, and demonstrating strong product expertise.
Collaborate closely with internal teams to strengthen cross‑sell opportunities and enhance the overall treasury management value proposition.
Other duties as assigned.
Qualifications:
A four-year undergraduate degree in business or finance along with direct Merchant Services experience is preferred.
Experience with Merchant services, treasury or cash management, product sales, relationship management, lending or other directly related experience is required. 4+ years' experience preferred. An equivalent combination of education and experience may meet job qualifications.
Effective sales presentation and negotiation skills.
Strong sales aptitude with demonstrated professionalism, flexibility, and customer‑first mindset.
Ability to manage multiple priorities while maintaining accuracy and follow‑through.
Knowledge of banking, merchant services, treasury management, banking/treasury products, and procedures is required.
Local candidates are highly preferred. Requires knowledge of local networks with expertise and pipelines in Houston and its surrounding communities.
A demonstrated ability to develop and maintain major banking relationships is strongly preferred.
Benefits:
At Amegy Bank, we strive to create value for our customers, communities, employees, and shareholders. As a member of our team, we recognize the essential role you will play in our success. Our benefit plans are designed to help protect the health and well‑being of you and your families, while helping you grow in your career.
Medical, Dental and Vision Insurance - START DAY ONE!
Life and Disability Insurance, Paid Parental Leave and Adoption Assistance
Health Savings (HSA), Flexible Spending (FSA) and dependent care accountsPaid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
Mental health benefits including coaching and therapy sessions
Tuition Reimbursement for qualifying employees
Employee Ambassador preferred banking product
Req ID:
069857
Equal Opportunity Employer
It is the policy of this corporation to provide equal employment and advancement opportunities to all employees and applicants for employment, without regard to race, color, religion, age (40 and over), sex, pregnancy, gender, disability, national origin, ethnic background, citizenship, veteran status, sexual orientation, gender identity and expression or any other characteristic protected by applicable law. This policy is established and administered in accordance with all applicable federal, state, and local laws.
If you are an individual with disabilities who needs accommodation, or you are having difficulty using our website to apply for employment, please contact us at (801) 844-7628, Mon.-Fri. between 9 a.m. - 5 p.m. MST.
Click here to view applicable Federal, State and/or local employment law posters.
#J-18808-Ljbffr