Job Description

It’s about treasuring relationships.

Do you consider yourself to be a self-starter?  Do you strive to go above and beyond in order to provide next-level products and services? If so, the Treasury Management Sales Officer I position could be for you.

At Frost, it’s about more than a job. It’s about having a flourishing career where you can thrive, both in and out of work. At Frost, we’re committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you’ll become part of Frost’s over 150-year legacy of providing unparalleled banking services.

Who you are:

As a Treasury Management Sales Officer I, you will be responsible for developing new Treasury Management business, expanding existing relationships, and servicing customers. You will provide direction to assigned Implementation Officer to effect implementation of appropriate Treasury Management services in a timely and accurate manner with emphasis on meeting established implementation deadlines. Most importantly, this role is about building trust through every interaction and doing it with integrity, caring and excellence in mind. 

What you’ll do: 

• Meet or exceed the annual sales goal for Treasury Management Sales Officer I by proactively engaging with clients and delivering effective treasury management solutions
• Develop prospective customer candidates by networking in day-to-day community activities, media reviews, and using other resources, while meeting weekly with assigned bankers and Treasury Management team members
• Analyze the business needs of prospective and existing customers to create value propositions that meet their Treasury Management requirements. Generate sales of Treasury Management products and services and cross-sell other Frost products when appropriate
• Meet with existing customers to ensure proper account servicing and identify opportunities to expand business relationships, utilizing flexible methods to meet customer needs effectively
• Prepare sales presentations, explain services offered, and recommends those that offer the most value to the customer
• Ensure that other company officers are knowledgeable about Treasury Management and related sales activities, and assist in promoting the Treasury Management Sales Program
• Lead in assessing, identifying, and implementing Treasury Management products, in an a effective and timely matter
• Maintain contact with counterparts in other treasury management organizations and study Treasury Management literature to stay current with trends and new developments
• Ensure compliance with all regulations and procedures relevant to Treasury Management products and services
• Provide direction to the assigned Implementation Liaison to ensure timely and accurate implementation of Treasury Management services, with a focus on meeting established implementation deadlines, and back up other team members within your assigned region(s) when needed
• Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes

What you’ll need:

• 1+ years of treasury management operations and/or treasury management sales experience
• Demonstrated knowledge of treasury management operations and/or treasury management sales
• Excellent sales and customer orientation
• Demonstrated willingness to learn and progress in the industry
• Excellent verbal and written communication skills
• Proficient in Microsoft computer applications

Additional Preferred Skills:

• Bachelor’s degree
• Certified Treasury Professional (CTP) designation from the Association of Financial Professionals

Our Benefits:

At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes:  

• Medical, dental, vision, long-term disability, and life insurance
• 401(k) matching
• Generous holiday and paid time off schedule
• Tuition reimbursement
• Extensive health and wellness programs, including our Employee Assistance Program
• Referral bonus program + more!

Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it’s about being part of something bigger. If this sounds like you, we encourage you to apply and see what’s possible at Frost.

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