• Treasury Management Sales Analyst

    Job Locations US-TX-Dallas
    Req #
    Location Name
    Dallas, TX - One Victory Park (PCB)
    Monday - Friday, 8 a.m. to 5 p.m.
    Company Name
    PlainsCapital Bank
  • Job Summary

    The Treasury Management Sales Analyst will support a team of Treasury Management Officers by assisting throughout the sales cycle and providing treasury solutions to both prospects and existing clients. Responsible for preparing proposals, coordinating services and implementation, and providing client training and assistance. Works closely with internal partners to ensure Treasury Management customer satisfaction is achieved.

    Essential Functions

    1. Prepares proposals that outline client-focused treasury solutions and will include pricing recommendations and related service information.
    2. Coordinates implementation of treasury services with applicable parties to ensure timely delivery to clients.
    3. Manages client documentation requirements.
    4. Provides and coordinates client training and installation of treasury services.
    5. Assists in maintaining accurate pipeline by tracking deal progress.
    6. Participates in relationship review process and cross selling opportunities.
    7. Develops working knowledge of all treasury products and technical requirements.
    8. Supports internal partners by providing training and assisting on special projects.
    9. Other duties as required.

    Job Requirements

    • Bachelor’s degree or equivalent work experience required. Degree in Business or related focus strongly preferred.
    • 2 to 3 years of experience in banking or related field of expertise; direct treasury management experience preferred.
    • Excellent verbal, written, and interpersonal communication skills with the ability to interact with all levels of customers, clients, and Bank personnel.
    • Must have strong, demonstrated customer service skills.
    • Strong computer skills, specifically with Microsoft Office suite of products, and the ability to learn and utilize custom banking systems and applications.
    • Excellent analytical, time management, organizational and problem-solving skills with the ability to multi-task and work in a deadline-driven environment.
    • Must be self-motivated team player with strong attention to detail, high level of accountability, and the ability to work independently.
    • Must be able to travel locally up to 50%.

    About the Company

    At PlainsCapital Bank, we’ve always had a trailblazing spirit. PlainsCapital Bank was founded in 1988 by current Chairman Alan B. White and a group of young bankers who dreamed of bringing relationship banking to their hometown of Lubbock, Texas. With the acquisition of Plains National Bank, a Lubbock financial institution with one branch and $198.8 million, they began growing the bank one relationship at a time.


    Today, PlainsCapital Bank is one of the largest banks in Texas based on deposit market share. We have a statewide presence with more than 60 locations in all major Texas markets. We are a strong and stable financial institution and a trusted community partner. We take pride in helping our customers blaze trails of their own, whether launching or expanding a business, raising a family, or moving into retirement. Our diverse range of services includes commercial banking, treasury management, private banking, and wealth management, as well as consumer banking.      


    To learn more, please visit us online at plainscapital.com/about.


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