Senior Treasury Solutions Consultant

Job Summary:

The Senior Treasury Solutions Consultant is responsible for growing their assigned business and market by developing and driving the overall Treasury strategy, LOB engagement, business development and managing portfolio growth objectives.
Responsibilities and Duties:

• Ownership of assigned portfolio Treasury financial and production results.
• Grow revenue by successfully prospecting and sourcing new treasury management business while retaining and expanding existing customer relationships.
• Collaborate with bankers and clients to proactively provide treasury solutions within a consultative and client driven framework.
• Lead annual business reviews for key clients to identify sales opportunities by providing new solution ideas.
• Improve profitability of all assigned relationships.
• Partner with internal product stakeholders to represent the client perspective in the development and evolution of complex products and solutions
• Manage the payment and deposit risk for assigned client portfolio.
• Ensure production activities are captured in the pipeline system and are meeting or exceeding levels that meet financial objectives.
• Conducts regular 1 on 1's with LOB leadership and assigned RMs and PMs.
• 75% of a TSCs time should be spent in front of clients, prospects, and bankers.
• Ownership of the client experience from prospect to closed sale, to onboarding and handoff to the Treasury support team.
• Act as an escalation point for client support issues.
• Integrity, discretion, and respect for confidential information are essential.


Job Skills and Qualifications:

• Responsiveness and accountability with clients, partners, and peers.
• New business development by utilizing strong selling and negotiation skills.
• Knowledge of Treasury Service products and services, credit and risk processes, and pricing.
• Excellent verbal and written communication skills.
• Ability to develop strong working relationships with clients, colleagues, and COIs

Job Skills and Qualifications:

• Responsiveness and accountability with clients, partners, and peers.
• New business development by utilizing strong selling and negotiation skills.
• Knowledge of Treasury Service products and services, credit and risk processes, and pricing.
• Excellent verbal and written communication skills.
• Ability to develop strong working relationships with clients, colleagues, and COIs
Preferred Skills; Experience; Certifications
• 15+ years of cash management, sales, and relationship management experience.
• CTP Certification required.
Education/Certifications (required)
• Bachelor's degree or equivalent experience is required.
MBA Preferred


Company Overview:
Truth in Texas Banking. That’s what we’re about. Founded in 2010, we are one of the ten largest banks headquartered in the state of Texas. We became a publicly traded company in 2014 and in 2020 and 2021 we were listed on Fortune’s 100 Fastest Growing Companies. Headquartered in Dallas, Texas, we’ve built a bank forever rooted in truth, transparency, and uncompromising integrity.

We know our strongest asset is the passion, authenticity, and talent of our people. We focus on the growth and development of each team member to unlock potential to “Be Your True Self.” Our “True You” culture is made up of five pillars:

1. Be Mindful
2. Be Healthy
3. Be Better
4. Be Prosperous
5. Be Faithful

With this as our foundation, we’ve built a bank of people who are transparent, tell the truth, and act with integrity. We unite together in common purpose - caring deeply for our clients and communities, communicating openly with each other, and treating everyone with respect. Visit our website at www.VeritexBank.com and come see how we’re bringing truth and transparency to Texas banking.


Veritex Community Bank does not accept unsolicited resumes from recruiters or employment agencies. Veritex Community Bank is under no obligation to pay any referral compensation or recruiter fee in the absence of a current executed Recruitment Services Agreement. In the event a recruiter or agency submits an unsolicited resume or candidate without an agreement, Veritex reserves the right to pursue and hire those candidate(s) without any financial obligation to the recruiter or agency. Any unsolicited resumes, including those submitted to hiring managers, shall be deemed the property of Veritex Community Bank.

If your agency would like to be considered as a potential future recruiting partner, please leave your contact information at Recruiting@VeritexBank.com.

Work environment and Physical demands: The employee may occasionally lift and/or move up to 25 pounds. T