Treasury Management Consultant - Frisco

Extraco Banks, N.A.

Frisco, Texas

JOB DETAILS
SKILLS
Analysis Skills, Banking Regulations, Cash Flow, Cash Management, Commercial Banking, Commercial Loans, Communication Skills, Consulting, Customer Experience, Customer Relations, Customer Retention/Renewal, Customer Support/Service, Financial Compliance, Financial Regulations, Identify Issues, Industry Standards, Insurance, Internet/Online Service, Leadership, Loans, Management Consulting, Management Strategy, Merchant Services, Needs Assessment, Online Banking, Performance Metrics, Presentation/Verbal Skills, Problem Solving Skills, Record Keeping, Regulatory Compliance, Reporting Skills, Request for Proposals (RFP), Retail, Risk Management, Sales, Time Management, Treasury, Treasury Management, Wealth Management, Writing Skills
LOCATION
Frisco, Texas
POSTED
4 days ago
Extraco Banks is seeking a Treasury Management Consultant to join our organization in Frisco, TX.  Extraco provides a robust range of cash management tools and electronic services to help businesses maximize earnings while managing their cash flow. The Treasury Management Consultant will serve retail and commercial bankers as a direct consultant for all Extraco Treasury Management products and services.

Summary:
Apply broad based knowledge and skills to provide for the customers’ Bank and Financial Group products and services. Identify and qualify the needs of customers. Deliver a superior customer experience and work to assure customer loyalty to Extraco products and services. Work to retain and solidify customer relationships while expanding existing and new customer relationships. Deliver strong community visibility.
 
Experience:
5+ years of Bank Treasury Sales experience
 
Knowledge requirements, i.e. skills, abilities, personal characteristics: 
Strong customer service skills, highly motivated, sales mindset, good verbal and written communication skills, ability to adapt to changing internal and external environments, ability to lead, in depth knowledge of treasury management products, understanding of financial regulations, compliance and industry standards, strong analytical and problem solving skills.
 
Responsibilities and Duties:
  • Acquire, expand, and retain bank customers through the sale and implementation of Treasury Management products, RFP's, and referrals to other lines of business.  Work to assess customer’s current treasury practices, identify pain points, and recommend solutions to improve efficiency and effectiveness through the use of TMS products.  TMS products include ACH, Positive Pay, Wires, Remote Capture, Repurchase Agreements, Merchant Services, and card products.
  • Collaborate with commercial lending team to grow bank deposits and fee income through treasury solutions for commercial customers.  Collaboration includes meeting with customers and making joint calls with the lending team personnel.  Also includes educating co-workers on products and services and how to identify and mitigate potential risks associated with treasury products.  Must also develop a thorough understanding of the bank deposit products and be an expert on account analysis.     
  • Develop a thorough knowledge of the banks online banking platform in order to assist customers with their daily usage of the platform.  Also responsible for understanding and troubleshooting with vendors the various TMS products and their integration with the online banking platform.  
  • Conduct annual reviews of top customer relationships.  Identify needs of the customer and promote other business lines of the bank to include commercial, residential, personal loans, insurance, and wealth management.    
  • Stay current with banking regulations to ensure customer’s treasury practices are compliant.  Also responsible for staying informed of new products, trends, and technology in the external environment that will allow bank to stay competitive.     
  • Lead and manage TMS assistant in assisting with TMS product sales and services and growing their knowledge of TMS.  
  • Develop sales initiatives to meet production and servicing goals. Collaborate with clients to design and implement customized cash management strategies. 
  • Provide superior customer service to all bank customers and bank employees including implementation and training of TMS products and services.
  • Receive and manage referrals to the TMS department in a timely and efficient manner.  Maintain accurate records of client interactions and agreements.  Generate KPI reports showing results as requested. 
  • Be active in local organizations within the community in order to expand relationships.
 
Education:
Bachelor's degree with Business emphasis preferred.  CTP designation is a plus.


 

Extraco provides excellent benefits and competitive compensation. We are an Equal Opportunity Employer M/F/D/V. Extraco provides reasonable accommodation for persons with disability.

About the Company

E

Extraco Banks, N.A.

We value our employees and work to provide a thoughtful career path and individual development plan. We believe Extraco is “Where the best come to learn and grow.” It’s engrained in our culture. It’s how we do business.

We are also committed to providing world-class products and services and long-term relationships with our customers. We pride ourselves on being the first to market with innovative products and services that are found online, via mobile or in our store.

We have over 400 Central Texans just like you and me in our family. If you’d like to be a part of our world-class team, apply with us today.

COMPANY SIZE
100 to 499 employees
INDUSTRY
Banking
FOUNDED
1902
WEBSITE
https://www.extracobanks.com