Top 7 Treasury management sales analyst Jobs in Katy Tx

Treasury Management Sales Analyst
Vantage Bank Texas —Houston, TX
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Marketing
Director, Treasury Services
Cornerstone Capital Bank, SSB —Houston, TX
- Microsoft Excel
- Customer service
- Office
- Paid parental leave
- Health savings account
Director of Trade Finance
Atlas Oil —Houston, TX
- Office
- Finance
- Analysis skills
Quick Apply
10d
Commercial Banking Relationship Manager I
Woodforest National Bank —Houston, TX
- Full-time
- Microsoft Excel
- Marketing
- Computer literacy
- Employee stock ownership plan
Commercial Relationship Manager
Sunflower Bank NA —Houston, TX
- Online Application
- Microsoft Excel
- 5 years
- Mid-level
- Paid holidays
- Dental insurance
Quick Apply
Commercial Relationship Manager - CRE
Sunflower Bank NA —Houston, TX
- Online Application
- Microsoft Excel
- 5 years
- Mid-level
- Paid holidays
- Dental insurance
Quick Apply
Commercial Relationship Manager - Asset Based Lending (ABL)
Firstsun Capital Bancorp —Houston, TX
- Online Application
- Microsoft Excel
- 5 years
- Mid-level
- Paid holidays
- Dental insurance
Quick Apply

Discover related jobs

Based on your search for treasury management sales analyst jobs.

Treasury Management Sales Associate – Amegy Tower/ Houston, TX
Amegy Bank —Houston, TX
Provide sales backup for the TM Sales Officer and may conduct joint sales calls with the TM Sales Officers and Relationship Managers.
10d
Treasury Management Officer
Texas First Bank . Insurance —Houston, TX
The Treasury Management Officer plays a critical role in driving new business growth and strengthening existing client relationships.

Show more related jobs

Explore jobs in cities nearby

Check out jobs in cities near your current location, Columbus

Treasury Sales Officer II - Global Commercial Banking - Middle Market
Bank of America —Columbus, OH
Key responsibilities include participating as the product sales or industry expert in client calls, identifying opportunities and influencing solutions, and…
$133,200 - $235,000 a year
Consumer & Community Banking - Treasury Deposit Analyst Senior Associate
JPMorganChase —Columbus, OH
Design, develop and optimize complex SQL queries / Python scripts that support interest rate risk, forecasting and other treasury analytics on state-of-the-art…

Show more jobs in cities nearby

I want to receive the latest job alert for treasury management sales analyst in katy tx

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

treasury management sales analyst jobs near katy tx

Treasury Management Sales Analyst

Vantage Bank Texas -
Houston, TX

Apply Now

Job Details

Full-time

Qualifications

Microsoft Excel
Microsoft Outlook
Word embeddings
Research
Windows
Bachelor's degree
Analytics

Full Job Description

At Vantage Bank, we're driven by a deep commitment to supporting our customers, valuing our employees, embracing diversity, fostering meaningful connections, and providing outstanding service every step of the way.

JOB SUMMARY

The Treasury Management Sales Analyst sales-focused and supports Treasury Management Sales Officers, Relationship Managers, and Retail Banking teams in the delivery and sale of Treasury Management solutions to commercial clients and prospects. They are responsible for sales support, client onboarding, implementation coordination, portfolio management, reporting, pricing analysis, profitability modeling, relationship support, and client training. The Treasury Management Sales Analyst works closely with clients, prospects, and internal business partners to ensure an exceptional client experience while supporting revenue growth and retention objectives.

ESSENTIAL DUTIES

The duties listed below may not include all responsibilities that the person in this role may be asked to perform. Incumbent may be required to perform other related duties as assigned.

Supports Treasury Management Sales Officers across multiple markets in achieving sales, revenue, and portfolio growth goals.
Assists with sales presentations, client proposals, RFP responses, relationship reviews, pre-call planning, profitability analyses, pricing models, account structures, and revenue reporting.
Participates in client and prospect meetings and supports sales efforts generated through referrals from Relationship Managers, Retail Banking, and other internal business partners.
Identifies opportunities to expand Treasury Management services within existing and prospective client relationships and supports initiatives designed to increase referral generation and product adoption.
Prepares, reviews, and ensures accurate execution of Treasury Management onboarding documentation.
Coordinates implementation activities between clients and internal departments, monitors progress through completion and provides proactive status updates to ensure timely service delivery.
Coordinates communication among clients, sales officers, operations, and other bank partners to ensure seamless client experience.
Conducts Treasury Management and online banking product demonstrations, walkthroughs, and training sessions for clients and prospects.
Provides ongoing client education and support regarding Treasury Management products, online banking services, product functionality, security features, operational best practices, and available service enhancements.
Reviews initial account analysis statements to ensure accurate billing of implemented services.
Researches, troubleshoots, and resolves client service issues and serves as a backup resource for escalated requests and issue resolution.
Assists with the management of Treasury Management relationships, including RDC and ACH exposure renewals, service enhancements, and client education initiatives.
Maintains strong working relationships with branch, retail, and other internal partners and provides education on Treasury Management products, features, and client positioning.
Reviews and responds to referrals from Retail Banking and other business lines.
Assists with product reviews, enhancements, competitive analysis, marketing collateral updates, and other initiatives that support Treasury Management growth and effectiveness.
Maintains reports related to sales activity, portfolio growth, profitability, pricing, and revenue generation and assists management with special projects and strategic initiatives as assigned.
Other duties as assigned.

QUALIFICATIONS

These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner. Individual abilities and organizational limitations may result in some deviation from these guidelines.

Bachelor's degree in Business, Finance, Accounting, Marketing, or a related field required.
1 – 3 years of Treasury Management, Commercial Banking, Business Banking, or related financial services experience preferred.
Strong interest in Treasury Management sales and relationship development.
Proficient computer skills with knowledge of Microsoft Office including, but not limited to, Word, Excel, PowerPoint, and Outlook, the Windows environment, and internet research skills.
Excellent verbal, written, presentation and interpersonal communication skills.
Ability to work independently with minimal supervision while performing assigned duties.
Excellent analytical, time management, organizational and problem-solving skills with the ability to multi-task and work in a deadline-driven environment.
Must be self-motivated with strong initiative, high level of accountability, and attention to detail.
Ability to always maintain a high degree of ethical standards and complete confidentiality.

Preferred Skills

Demonstrated interest in pursuing advanced Treasury Management, commercial banking, leadership, or other professional development opportunities within the Bank.
Commitment to continuous learning and professional growth.
Ability to take initiative, seek out new responsibilities, and actively participate in developmental opportunities.

COMMUNITY IMPACT

Community involvement is part of who we are. Our culture is built on teamwork, purpose, and service. We value volunteerism and create opportunities for employees to connect, give back, and make a positive difference in our communities. As part of the Vantage Bank team, all associates should embrace our community involvement and culture to ensure we are making an impact.

BANK SECRECY ACT (BSA)

All employees of Vantage Bank, herein referenced to as the “Bank”, must comply with the terms of the BSA Policy upon acceptance of this position. The primary responsibility for enforcement of this policy and its operating procedures rests with the BSA/AML/OFAC Officer. However, it is the responsibility of each employee to take the required BSA training modules and become familiar with and adhere to the Bank Secrecy Act, Anti Money Laundering and Office of Foreign Asset Control Policy.

EOE/M/F/D/V

Apply Now

Refine Your Search

treasury management sales analyst jobs in katy tx

Treasury Management Sales Analyst

Director, Treasury Services

Director of Trade Finance

Commercial Banking Relationship Manager I

Commercial Relationship Manager

Commercial Relationship Manager - CRE

Commercial Relationship Manager - Asset Based Lending (ABL)

Discover related jobs

Explore jobs in cities nearby

I want to receive the latest job alert for treasury management sales analyst in katy tx

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected