About

• Description
• Are you looking for a long-term customer-focused career where you can provide exceptional service and build relationships in a community bank environment? If you are a client-focused team player who enjoys collaborating with internal partners across the bank to deliver tailored solutions that meet customers’ needs, then our Treasury Sales Associate position could be a perfect fit for you!

• We are currently seeking qualified applicants to join our team as a Treasury Sales Associate (TSA) in the Austin, Texas, Market.

About the Role

• The Treasury Sales Associate (TSA) is committed to the ABC Bank’s Purpose, Vision, Values, and Goals and is critical to ensuring ABC Bank delivers best-in-class treasury solutions and service. This position will work alongside the Treasury Management Officers (TMOs) and support them with acquiring new customers and expanding existing relationships. The TSA is a client-focused team player who enjoys collaborating with internal partners across the bank to deliver tailored solutions that meet customers’ cash management, liquidity, and operational needs. The TSA will assist with the administrative follow-up with prospects and customers when needed, and will proactively work with bank staff to provide the most efficient sales and customer service environment. This role requires treasury knowledge and experience with account analysis.

Primary Job Functions

• Answer and respond to treasury sales calls for current and potential customers.
• Assist TMOs with finding new lead sources/potential customers and support in actively calling on these leads.
• Contact current and prospective customers to present information and explain available services.
• Create presentations in partnership with Marketing to attract new clients and extend services to existing clients.
• Determine which financial products best meet the client's specific needs.
• Advise clients on the advantages and disadvantages of various financial products.
• Analyze a client’s bank statement/transaction history and make recommendations for treasury services.
• Prepare Treasury Proformas.
• Serve as the subject matter expert for all bank products. As needed, assist and train bank staff.
• Identify new revenue opportunities and track sales numbers. Provide recommendations and help implement new products and services as needed.

About Us

• At ABC Bank, we are committed to Growing Relationships, Simplifying the Process, and Doing the Right Thing in everything we do.

• We believe that building strong, long-term relationships with our customers, employees, and community is at the heart of every success. Our approach is centered around understanding the unique needs of those we serve, fostering trust, and providing personalized solutions. By focusing on the human side of business, we create connections that last and continue Growing Relationships.

• We also understand that navigating the world of finance can be complex. That’s why we are dedicated to Simplifying the Process for our customers. We aim to make every interaction clear and straightforward, breaking down barriers and making financial decisions easier to understand and execute.

• At the core of our company is a commitment to Doing the Right Thing—always. Whether it's in our relationships with customers, the services we provide, or the decisions we make, we prioritize integrity and ethical practices. We hold ourselves to the highest standards, ensuring that every choice we make reflects our values and the trust our customers place in us.
• Join us and be part of a team that is driven by these values—where growth, simplicity, and integrity define our path forward.
• Why Join Us?
• A dynamic and supportive team environment
• Opportunities for growth and career development
• Competitive compensation and benefits package

Benefits

We offer a competitive salary and excellent benefit packages. Benefits vary based on employment status and position but can include

• Medical, Dental, Vision, Telemedicine
• Paid Time off, Paid Volunteer Time, and Paid Holidays
• Flexible Spending Account, Dependent Care FSA
• Basic Life and AD&D Insurance, Voluntary Life and AD&D
• Long-Term Disability
• 401k and Employee Stock Ownership (KSOP) Retirement Plan
• Recruiting Referral Bonus
• Lifestyle Spending Account Program
• If you are eager to make a difference and contribute to the financial success of others, we encourage you to apply and be a part of our ABC Bank Family!
• Requirements
• Education and Work Experience
• High school diploma or GED required; Bachelor's degree in Business, Finance, or related field preferred.
• At least three (3) years of banking experience required.
• Minimum one (1) year of experience in treasury management services, onboarding, or training.
• Strong knowledge of bank policies, procedures, and compliance regulations related to cash management.
• Familiarity with business banking systems and treasury platforms preferred.
• Skills and Competencies
• Exceptional interpersonal skills
• Strong verbal and written communication skills
• Ability to actively participate in prospect and client conversations
• Strong time management and organization skills with the ability to meet deadlines
• Possesses a strong sense of customer service
• Attentive and prompt in responding to customer needs
• Demonstrates dependability through good attendance and adherence to timelines and schedules
• Willingness to accept additional responsibilities
• Takes initiative in the completion of projects
• Knowledgeable of ABC Bank’s treasury products and services
• Experience with account analysis and creating proformas

• Work Environment: This position is based in an office environment with occasional travel to customer locations and community events.

• If you are unable to submit your application electronically, you may contact the Human Resources Department at 806-775-5000 so that we may assist you. Our Company assures that all applicants for employment and all of its employees are given equal consideration based solely on job related factors, such as qualifications, performance and availability. Such equal consideration applies to all personnel actions, including, but not limited to, recruitment, selection, appointment, job assignment, training, promotion, merit increases, demotion, termination, pay rates and fringe benefits.
• The company commits to a rigorous and planned effort to encourage men and women of every race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other non-job-related characteristic to find happy, vital and productive job fulfillment at all levels of our company.
• Qualified applicants will be required to have a drug screen in addition to background, credit, and reference checks.