Treasury Management Advisor II (Banking)

Location: Houston, TX, United States; office-based

Company

hirify.global provides banking products and treasury management services.

What you will do

• Acquire and develop new profitable treasury management relationships and retain and deepen existing customer relationships.
• Prospect, sell, price, structure products, and prepare customer proposals.
• Build relationships with regional partners and relationship managers to generate treasury management opportunities.
• Cross-sell bank products, monitor competitor offerings, and suggest product improvements.
• Manage banker relationships through relationship plans, pipeline reviews, pre-call plans, partner plans, and joint calling.
• Track weekly and monthly sales results, maintain accurate sales data, support outbound calling initiatives, mentor colleagues as needed, and contribute to product and strategy changes.

Requirements

• Three or more years of banking experience focused on treasury management or cash management.
• Bachelor’s degree, or four or more years of banking and/or treasury management experience in lieu of a degree.

Nice to have

• Three or more years of treasury management experience.
• Exceptional verbal and written communication skills.
• CTP or another professional designation.

Culture & Benefits

• Full-time, exempt office position; not eligible for overtime pay.
• Office-based workplace with possible flexible arrangements for certain positions, as determined by the hiring team.
• Equal opportunity and tobacco-free hiring practices.

Hiring process

• Agency recruiters must have a valid, written, fully executed Master Service Agreement and Statement of Work for consideration.