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Become a part of the diverse and inclusive team within our nationally recognized award-winning Bank that is one of the strongest in the nation. Woodforest National Bank is privately owned, and our Employee Stock Ownership Plan is the largest shareholder. We focus on building relationships and discovering opportunities to better serve our communities and understand the financial needs of every customer we serve. At Woodforest we care and prove it by volunteering with local charities and foodbanks to give back to the communities we serve. By joining Woodforest you will become a part of one of the largest employee-owned banks in the country!
The Treasury Management Sales Associate I is responsible for providing support for the Treasury Management Sales team.
Key Responsibilities:
路聽聽Prepares documents such as pricing proformas, RFPs, RFI鈥檚 and presentations for customer review; submits customer request for implementation to the implementation team.
路聽聽Assists in pipeline updates, call reports, weekly reports, pipeline for the team and deal highlights.
路聽聽Acts as backup customer contact for the Treasury Management Sales Consultant; performs inside sales and cross-selling activities as needed.
路聽聽Assists with branch and customer inquiries and research requests specific to treasury management.
路聽聽Notifies customers of electronic ACH blocked transactions and confirms authorization or return.
Competencies Required:
路聽聽Working knowledge of treasury products and services, public funds, pricing, financial statement analysis and proposal development.
路聽聽Proficiency with Microsoft office (PowerPoint, Excel, Office, Word, and SharePoint) and the ability to navigate banking software applications (Bancline, UltiPro, Mozart) and related websites (Invesco AIM Liquidity Link).
路聽聽Excellent organizational skills with the ability to prioritize workload and multitask in a fast pace environment while maintaining attention to detail.
路聽聽Strong customer service orientation with effective problem-solving abilities, research skills, and sales aptitude.
路聽聽Ability to interact and communicate effectively with internal and external parties.
Minimum Qualifications/Experience:
路聽聽2+ years in the banking or financial services industry in a sales support or customer service role required, OR a Bachelor's degree in Business, Accounting, or Finance in lieu of 2 years' work experience;
路聽聽OR a currently active member of Woodforest branch management with at least 1 year in role (Assistant Branch Manager or above).
Formal Education & Certification:
路聽聽High School Diploma or equivalent required.
路聽聽Bachelor鈥檚 Degree in a business-related field preferred.
Work Status:
路聽聽Full-Time.
Supervisory Responsibility:
路聽聽None.
Travel:
路聽聽0%25 - Negligible amount of travel expected.
Working Conditions:
路聽聽Conditions involve lifting no more than ten pounds, sitting most of the time, but may involve walking, moving, or standing for brief periods, and occasionally lifting and carrying articles like files, ledgers, folders, etc.
Disclaimer:
This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Nothing herein restricts management鈥檚 right to assign or reassign duties and responsibilities to this job at any time.
Woodforest is an Equal Opportunity Employer, including Disability and Veterans.
Learn more about this Employer on their Career Site
