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Senior treasury management sales officer job

LegacyTexasDallas, TX
LegacyTexas jobs




Company Description

Founded in 1952 and its Headquarters located in Plano, Texas. Legacy Texas Bank is a Community Bank in North Texas that serves locale enterprises, business owners, and families for over 60 years. Amassing over $8 billion assets and having offices in over 42 locations in the US - 19 of them are locations in North Texas, these numbers make them one of the biggest local banks in Texas. Legacy Texas provides services like commercial banking, business banking, consumer banking, and several other financial services through its mortgage division. Workers at Legacy Texas Bank are a family that works in the same direction of achieving the bank's vision and stay grounded by the values of the communities they live and work in. Interested applicants would be glad to know that Legacy Texas Bank has an exciting company culture and offers several great benefits like 401(k) Employee Stock Ownership, Health benefits, Education benefits, Paid time off to its employees. Open job openings positions available are Teller - Part-time and full-time, File maintenance Specialist, Bank Center Manager, and many more.

Job Description

We're looking for dynamic, talented people who embody our promise to the customers we serve as well as to one another. With our thriving company culture and great benefits and perks, our employees love to call LegacyTexas home so will you.The Treasury Management Sales Officer focuses on acquiring new clients and generating new business from a new base of existing clients and prospects. The TMSO works closely with the Corporate bankers assigned to the clients to ensure proper alignment of strategies and credit capacity for all TS products. Complex client management is required, with significant new business attainment expected. Develops strategic sales plans and executes them in coordination with other Treasury colleagues and the appropriate coverage teams. Responsible for actively maintaining a thorough understanding of the industry in which the client operates, the client's organizational and operating structure, its strategies and objectives, and its buying behavior, to effectively position VPB and TM solutions optimally. Understands competition capabilities and gaps and how to position the bank’s TM services against them. Promotes sales through frequent client meetings and discussions covering new products, market and industry developments. Manages proposal writing and the entire sales process. Works closely with the TA’s and CSPs to drive efforts to expand existing business with current clients. Generates cross-sell opportunities by maintaining strong working relationships with other VPB lines of business.PRIMARY DUTIES & RESPONSIBILTIES: Partners with commercial business development officers, lenders, sales professionals, and others to target and build opportunities for Treasury Management solutions.Forms teams to solve complex client needs and issues.Influences and enriches the sales process through industry trend analysis, product innovation, and consultative relationship reviews.Executes strategic market based sales plan to target prospects and existing customers.Responsible for achieving annual performance metrics for new business sales, call expectations, and retention of strategic client relationships.Grows non-interest income.Manages pipeline for accuracy.Responsible for representing Treasury Management in internal and external settings.All other tasks as assignedSUPERVISORY RESPONSIBILITIES: This role has no supervisory responsibilities. PHYSICAL DEMANDS & WORK ENVIRONMENT: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Ability to withstand moderate physical activity throughout the work day (standing, walking, reaching)Ability to sit for extended periods of timeAbility to lift or move up to 25 pounds on occasionAbility to maintain attention and concentration for extended periods of timeAbility to work overtime when required to meet deadlinesWork environment – This position resides at the corporate office. The noise level is usually low to moderate. MINIMUM QUALIFICATIONS (EDUCATION, EXPERIENCE, & SKILLS): Bachelor’s degree or equivalent.A minimum of 5-7 years of Treasury Services or Sales experience.Bachelor’s degree or equivalent.Strong working relationships with clients and colleaguesAbility to work independently and have strong acumen for business and relationship development.Ability to generate ideas; identify and drive the development of new business.Demonstrates excellent selling and negotiation skills.Demonstrates excellent verbal and written communication skills.Possesses strong industry/market expertise.Demonstrates strong time management, organizational and planning skills.Possesses strategic thinking skills.Has the ability to mobilize internal networks and resources.Can work well with and direct a Treasury Analyst supporting the position.Has the ability to use various PC and internet-based systems to manage their business portfolio.Demonstrates cultural sensitivity and awarenessPossesses knowledge and understanding of bank’s Treasury Services products.Superior strategic sales knowledge selling to large, complex customers.Knowledge of territory management.Demonstrates high level of Treasury Management product knowledge and product innovation.Knowledge of credit and operational risk – ability to quantify potential exposure and advise team.Demonstrates strong knowledge of market/industry trends.Demonstrates proficiency in Word, Excel, and PowerPoint.Develop and write reports, proposals, and correspondence.Ability to speak effectively before groups of customers or employees of organization.Ability to use formulas and ratios to assist in the selling of Treasury Management products that affect the client’s cash conversion cycle: i.e. lockbox.Ability to create pro-formas and understand formulas involved in analysis.Ability to read financial statements.Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations.Ability to determine TM solutions for complex client needs.Resourceful and able to research issues and conflicts for best resolutions.Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.Microsoft Office: Excel, Word and PowerPoint.None required, but Certified Treasury Professional designation is preferable. The above statements describe the general nature and level of work only. They are not an exhaustive list of all required responsibilities, duties, and skills. Other duties may be added, or this job description amended at any time. LegacyTexas is committed to diversity and inclusion and provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. Drug Free worker environment
Estimated annual salary


  • Confer with company officials to develop methods and procedures to increase sales, expand markets, and promote business.
  • Listen to and resolve customer complaints regarding services, products, or personnel.
  • Provide staff with assistance in performing difficult or complicated duties.
  • Monitor sales staff performance to ensure that goals are met.


  • Reading ComprehensionUnderstanding written sentences and paragraphs in work related documents.
  • Active ListeningGiving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.
  • WritingCommunicating effectively in writing as appropriate for the needs of the audience.
  • SpeakingTalking to others to convey information effectively.


  • Administration and ManagementKnowledge of business and management principles involved in strategic planning, resource allocation, human resources modeling, leadership technique, production methods, and coordination of people and resources.
  • Economics and AccountingKnowledge of economic and accounting principles and practices, the financial markets, banking and the analysis and reporting of financial data.
  • Sales and MarketingKnowledge of principles and methods for showing, promoting, and selling products or services. This includes marketing strategy and tactics, product demonstration, sales techniques, and sales control systems.
  • Customer and Personal ServiceKnowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.



Company - Private


Multiple locations


Commercial Banking Companies



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