Treasury Management Sales Officer

Third Coast Bank

. Provide exceptional customer service to Treasury Management customers and internal bank personnel .

Posted 9/22/2026full-timeHouston • Texas • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in Treasury Management services, customer relationship development, and consultative sales strategies. Proficient in online banking, electronic payments, and compliance procedures while delivering exceptional customer service.

Highest-signal resume keywords

Treasury Management ServicesCustomer Relationship DevelopmentConsultative Sales ApproachOnline Banking ProficiencyElectronic Payments Knowledge

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Treasury ManagementElectronic PaymentsAccount AnalysisCost AnalysisDocumentation CompletionBank-System ImplementationMath SkillsSales PresentationsNegotiation SkillsCustomer Setup

Soft Skills

Exceptional Communication SkillsOrganizational SkillsTime Management SkillsProblem-Solving SkillsInterpersonal Skills

Tools & Technologies

Word Processing SoftwareSpreadsheet SoftwareOnline Banking PlatformsRemote Deposit CaptureBanking Systems

Certifications & Qualifications

Bachelor's Degree

Industry Keywords

Customer ServiceBankingTreasury Management SupportRetail OperationsCompliance

About the role

Key responsibilities & impact

Provide exceptional customer service to Treasury Management customers and internal bank personnel
Develop new business relationships and expand existing relationships using a professional and consultative sales approach
Stay abreast of current products, policies, technology, industry trends and pricing
Develop and execute a strategy to generate new deposits and treasury customers
Demonstrate knowledge of treasury management services and educate customers on features, benefits and value propositions
Conduct sales presentations, negotiate pricing and provide cost analysis
Complete documentation, bank-system implementation and customer setup of Treasury Management products and services
Respond professionally and accurately to customer service inquiries and concerns in a timely manner
Manage individual pipeline and tasks and support department functions during staff absences or overload situations
Support development and maintenance of procedures, policies and systems for compliance and customer satisfaction
Travel as needed; expected travel is 25%-50% of the time
Assist with audits and examinations as needed
Facilitate training for bank personnel on Treasury Management services
Generate or support ideas for Treasury Management products and services
Assist with special projects such as RDC updates, Online Banking or app enhancements, and new product launches
No supervisory responsibilities

Requirements

What you’ll need

Bachelor's Degree from an accredited 4-year college or university
5 years experience in banking as customer service representative, retail operations, treasury management support or sales
Proficient knowledge of online banking, electronic payments such as ACH and Wires, remote deposits, and account analysis
Excellent organizational and time management skills
Proficient skills in computer terminal and personal computer operation; word processing, and spreadsheet software programs
Intermediate math skills; ability to calculate interest, account analysis earnings credit, and cost analysis
Exceptional verbal, written, and interpersonal communication skills with the ability to instruct others, train personnel, and write reports/memos/correspondence
Ability to deal with complex problems involving multiple facets and variables in non-standard situations
Ability to perform at a high level of competency with no supervision while performing duties
Current driver's license and a vehicle with appropriate insurance coverage to drive in the course of performing assigned duties and responsibilities
Ability to accommodate reading documents or instruments, detailed work, problem solving, customer contact, reasoning, math, language, presentations, verbal and written communication, analytical reasoning, stress, multiple concurrent tasks and constant interruptions
Ability to perform physical demands including lifting up to 50 pounds, driving, carrying, sitting, pulling, walking, standing, squatting, kneeling and reaching

Benefits

Comp & perks

Full-time, exempt position
Professional office environment
Equal opportunity employer
Vehicle with appropriate insurance coverage required for business driving