Houston, Texas, United States · On-site
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 S…
Skills: Treasury Management, Commercial Banking, Sales Support, Client Onboarding, Profitability Modeling
Houston, Texas, United States · On-site
$159k–$254k/yr
Corporate & Investment Bank (CIB) delivers a comprehensive suite of banking, capital markets and advisory solutions, including a full complement of sales, trading and research capabilities, to corporate, government and i…
Skills: Fundamental Equity Research, Financial Modeling, Financial Statement Analysis, Energy Sector Knowledge, Stock Recommendations
Houston, Texas, United States · On-site
Land Analyst We are Lennar Lennar is one of the nation's leading homebuilders, dedicated to making an impact and creating an extraordinary experience for their Homeowners, Communities, and Associates by building quality …
Skills: Financial Analysis, Market Analysis, Underwriting Proformas, Cash Flow Forecasting, Microsoft Excel
Houston, Texas, United States · On-site
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to …
Skills: Book Of Business, Client Relationship Building, Credit Processes, Credit Products, Customer Engagement
Houston, Texas, United States · On-site
CenterPoint Energy and its predecessor companies have been in business for more than 150 years. Our Vision: Our vision is to become the most admired utility in the United States through the execution of our long-term gro…
Skills: Corporate Accounting, US GAAP, SAP, Blackline, Excel
Houston, Texas, United States · On-site
$110k–$135k/yr
We are passionate about our business and our culture, and are seeking individuals with that same drive. Your application will not be considered if you have not completed the Suited assessment and shared your score with M…
Skills: Financial Analysis, Financial Modeling, Company Research, Industry Research, Valuation Analysis
Houston, Texas, United States · On-site
$124k–$186k/yr
#WeAreONEOK – Fortune 500 company. 100+ years in business. Leading midstream service provider. Safety first. Sustainable operations. Environmentally responsible. Employee focused. JOB SUMMARY Job Profile Summary Responsi…
Skills: Contract Negotiation, Economic Analysis, Gas Supply Management, Business Development, Financial Modeling
New York, New York, United States · Hybrid
$80k–$90k/yr
Department: Affordable Production We are Walker & Dunlop. We are one of the largest providers of capital to the commercial real estate industry, enabling real estate owners and operators to bring their visions of communi…
Skills: Financial Modeling, Underwriting Analysis, Affordable Housing Finance, Agency Lending, Fannie Mae DUS
Houston, Texas, United States · Hybrid
$50k–$100k/yr
Our associates celebrate lives. We celebrate our associates. As a sales trainee, learn the industry, products, product finance / insurance options, services as well as use of Customer Relationship Management software and…
Skills: Inside Sales, CRM Software, Lead Generation, Customer Relationship Management, Empathy
Houston, Texas, United States · Remote OK
We have a SPOT for YOU at NavSav! We are in need of a passionate, hard working, and experienced Commercial Lines Account Manager to add to our team. We are a rapidly growing independent insurance enterprise with over 75+…
Skills: Commercial Lines Insurance, Customer Service, Needs Analysis, Policy Re-marketing, Applied EPIC
Houston, Texas, United States · On-site
Legend Oaks Healthcare and Rehabilitation Center - Northwest Houston Come join our team and start making a difference! Skilled Nursing Facility in Houston, TX is currently seeking a Assistant Business Office Manager (ABO…
Skills: Accounting, Bookkeeping, Medicare Billing, Medicaid Billing, Managed Care Billing
Houston, Texas, United States · On-site
Legend Oaks Healthcare and Rehabilitation Center - Northwest Houston Come join our team and start making a difference! Skilled Nursing Facility in Houston, TX is currently seeking a Assistant Business Office Manager (ABO…
Skills: Accounting, Bookkeeping, Medicare Billing, Medicaid Billing, Managed Care Billing
Houston, Texas, United States · On-site
Westlake offers you the potential to enrich your work life and career experience in an entrepreneurial environment. We work together to enhance peoples' lives through our products and presence in the communities in which…
Skills: Financial Planning & Analysis, Budgeting, Forecasting, Strategic Planning, Financial Modeling
Houston, Texas, United States · On-site
Position Summary Tic Solutions is looking for a Director, Total Rewards responsible for assisting in setting the strategic direction of Acuren Compensation and Benefits and driving the implementation of such programs and…
Skills: Compensation Strategy, Benefits Administration, Performance Management, Employee Recognition, Vendor Management
Houston, Texas, United States · Hybrid
$1k–$150k/yr
The Assurance Group (www.assuregrp.com) is looking for the right person to fill a consultative health and life insurance rep position. The ideal candidate is one who can bring to the table the right mix of work ethic and…
Skills: Consultative Selling, Insurance Sales, Client Relationship Management, Lead Conversion, Time Management
Houston, Texas, United States · Hybrid
$1k–$150k/yr
The Assurance Group (www.assuregrp.com) is looking for the right person to fill a consultative health and life insurance rep position. The ideal candidate is one who can bring to the table the right mix of work ethic and…
Skills: Consultative Selling, Insurance Sales, Client Relationship Management, Lead Conversion, Time Management
Houston, Texas, United States · Hybrid
$1k–$150k/yr
The Assurance Group (www.assuregrp.com) is looking for the right person to fill a consultative health and life insurance rep position. The ideal candidate is one who can bring to the table the right mix of work ethic and…
Skills: Consultative Selling, Insurance Sales, Client Relationship Management, Lead Conversion, Time Management
Houston, Texas, United States · Hybrid
$1k–$150k/yr
The Assurance Group (www.assuregrp.com) is looking for the right person to fill a consultative health and life insurance rep position. The ideal candidate is one who can bring to the table the right mix of work ethic and…
Skills: Consultative Sales, Insurance Underwriting, Client Relationship Management, Lead Conversion, Financial Planning
Houston, Texas, United States · Hybrid
$1k–$150k/yr
The Assurance Group (www.assuregrp.com) is looking for the right person to fill a consultative health and life insurance rep position. The ideal candidate is one who can bring to the table the right mix of work ethic and…
Skills: Consultative Sales, Insurance Sales, Client Relationship Management, Lead Conversion, Financial Planning
Houston, Texas, United States · On-site
$51k–$61k/yr
Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place …
Skills: Relationship Building, Customer Focus, Cash Handling, Communication Skills, Digital Banking
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The role supports Treasury Management Sales Officers and Relationship Managers in delivering financial solutions to commercial clients. Key duties include managing client onboarding, performing pricing and profitability analysis, and providing product demonstrations and training.
A bachelor's degree in Business, Finance, Accounting, or Marketing is required. Preference is given to candidates with 1-3 years of experience in Treasury Management or Commercial Banking.
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.
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.
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.
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 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.
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.
Prepared for what's possible
Vantage Bank is a $5 billion asset financial institution that serves businesses, families, and financial institutions from its diverse set of locations across Texas. Vantage offers a comprehensive suite of banking services to both domestic and international clients including deposit accounts, lending solutions, payment processing, foreign exchange, treasury management, and embedded banking services. As a banking innovation leader, Vantage was the first to process an on-blockchain trade between banks and the first bank in the U.S. to execute a bank issued stablecoin transaction. This pioneering spirit underscores Vantage Bank’s dedication to leveraging the latest technology to prepare for what’s possible. Vantage has a long-game, multi-generational strategy and is 100% family and employee owned. Bauer Financial has rated Vantage Bank 5-Star Superior for its financial strength, stability, and overall performance. Vantage is multi-year certified as a Great Place to Work and is included in Fortune's lists of Best Workplaces in Texas and Best Workplaces in Financial Services. Learn more about Vantage Bank at www.vantage.bank. Vantage Bank Texas. Member FDIC. Equal Housing Lender.
Offices: 45 NE Loop 410, Suite 190, San Antonio, TX 78216, US · 18730 Tuscany Stone #2102, San Antonio, TX 78258, US · 901 S. 10th St., B400, McAllen, TX 78501, US · 1502 S Sugar Rd, Edinburg , TX 78539, US · 1785 E Ruben M Torres Sr Blvd, Brownsville, TX 78521, US
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