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Treasury Sales Manager II

Houston, Texas

Job Description:

Manages a team of Treasury Sales Officers. Responsible for coordinating and directing treasury management sales activities to include development of new treasury management business, expansion of existing business relationships and servicing clients. Leads the analysis and evaluation of potential solutions through cost benefit analysis. Unlimited client contact. Leads risk assessment associated with potential solutions. Ensures that other team members are informed of client needs and of the solutions to meet those needs. Leads pricing and negotiation of TM products to optimize relationship profitability. Leads TM review with client and presentation of TM components of Relationship Review. Communicates client needs to Product Development and assists in the assessment of potential solutions and economic viability.

The Merchant Portfolio Manager will lead a team of Portfolio Officers who are the primary provider of dedicated coverage to select, higher complexity clients in the BB, GCB and GCBK portfolios.  The client portfolios could be specific to an LOB or an industry vertical.

The Merchant Portfolio Manager will partner very closely with our Merchant Sales Executives, Merchant Sales Officers and bank client teams by ensuring the Merchant Portfolio Officer proactively develops an account plan for each client within assigned portfolio.  Portfolio Managers must understand industry trends and effectively position products and services to drive operational efficiencies to help their Portfolio Officers mine cross sales opportunities.

Required Skills

  • Consultative sales/operational leadership experience with Business Banking, Large Corporate, and/or Commercial Banking clients           
  • 10 years of Core Acquiring (Credit/Debit) industry experience
  • 5+ years of direct sales experience
  • 5+ years of sales/portfolio management experience, including C-level sales.
  • Expert knowledge of POS (integrated/standalone) payment interfaces
  • Strong analytical and organizational skills
  • Ability to cultivate and strengthen client relationships with senior business and IT staff member
  • Ability to technically consult with C-level executives within client environment
  •  Demonstrated experience working with 3rd party VAR’s / Integrators and payment gateways
  • Understanding of payment applications, merchant services industry applications, accounting systems, competition/competitive landscape in the payments industry, enterprise resource planning systems (ERP), data security (PCI), file formatting, and data transmissions
  • Demonstrated ability to work independently with minimal supervision toward the achievement of personal and team goals.
  • Demonstrated effective communication skills, including written, oral and presentation skills.
  • Effective planning, prioritization and time management acumen.
  •  Ability to coach colleagues with less experience and/or knowledge, as necessary.

Desired Skills

  •  Knowledge and experience in payments, merchant services, or related industry sales and consultation.
  •  Consultative mindset, with the ability to develop client and business strategies to maximize growth and development.
  • Technologically savvy; comfortable with tablet and cloud-based solutions.
  •  Bachelor’s Degree or equivalent experience
  •  People management background in a sales and/or service environment


1st shift (United States of America)

Hours Per Week: 


Learn more about this role

Full time


Manages People: Yes

Travel: Yes, 75% of the time


Talent Acquisition Contact:

Referral Bonus:

Street Address

Primary Location:
20 GREENWAY PLZ, TX, Houston, 77046