Veritex Community Bank
  • - Treasury Management
  • Dallas, TX, USA
  • Full Time

Company Overview
Veritex Holdings Inc. is a publicly traded bank holding company headquartered in Dallas, Texas. Through our wholly-owned subsidiary, Veritex Community Bank, a state chartered bank, we provide relationship –driven commercial banking products and services tailored to meet the needs of small to medium-sized businesses and professionals. We are a fast growing and dynamic organization. The quality of our employees and their dedication to service is what separates us from other banks of any size. We strive to attract and retain exceptional employees who share our commitment to superior customer service, continued growth and organizational success.

Job Summary
Under General Direction, this position markets and sells Treasury Management products and services to both existing and prospective customers of the bank. A related purpose of this position is to act as a liaison between users of Treasury Management products and Bank operational support staff to resolve any customer questions or service issues that may arise.

Detailed Description:
• Defines the treasury management products and services to new and existing and prospective customers in order to obtain the Bank's growth and profit objectives in the treasury management area
• Develops and delivers treasury management training presentations to branch retail staff of treasury management products and services
• Assists specified branch personnel with sales presentations to potential clients and users in order to inform customers regarding the various treasury management products and services available.
• Identifies prospective treasury management product customers and initiates a sales effort, independent of branch customer contact staff
• Acts as a liaison between customers and operational staff in customer requests and service related problems
• Develops and maintains a personal program for maintaining an adequate level of knowledge in accounting and investment matters, management techniques, product knowledge, and personal skills in order to ensure an acceptable degree of performance
• Attention to regulatory requirements and compliance training applicable to position (Bank Secrecy Act, Customer Information Privacy ETC)
• Integrity, discretion, and respect for confidential information are absolutely essential.
Education and Experience
Bachelor's degree or equivalent educational experience is preferred; Three to Five years of Treasury Management experience and direct sales experience highly preferred.

Skills and Abilities
• Knowledge of and familiarization with bank information processing systems and of general bank operations
• Ability to prepare a business letter, make a sales proposal, summarize and report sales
• Ability to make comprehensive presentations
• Ability to communicate distinctly and to conduct training
• Ability to communicate at a panel discussion and to make presentations with poise and control
• Skilled in the use of a PC and various software
• Commitment to exceed customer service expectations
• Ability to resolve customer service issues such that Bank and customer needs are met

Physical Demands
The employee will occasionally lift and/or move up to 25 pounds. The employee will regularly sit; talk; hear; and use hands to finger/handle or feel. The employee will occasionally stand; walk; reach with hands and arms; climb and balance; and stoop, kneel, crouch, or crawl. Special vision requirements include close, distant, and peripheral vision; depth perception; and the ability to adjust focus. The noise level in the work environment is usually moderate.

Disclaimer
The above information has been designed to indicate the general nature and level of work performed within this job. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to the job. Incumbent must attend work on a regular basis, on time, and withstand varying degrees of stress. This position description describes the minimum selection requirements to qualify for the position. Promotion and other employment decisions are based on employer needs, being in good standing, fully competent performance, and other non-discriminatory subjects.

As of the date shown above, the contents of this job description are intended to describe the general nature and level of work being performed by people assigned to this job. It is not intended to be an exhaustive list of all responsibilities, duties and skill required of personnel so classified. Further, essential job functions are subject to change based upon business needs.
Professional Bank is an equal opportunity employer.

Veritex Community Bank
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