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Treasury Services Sales Officer

Posted: 08/25/2023


Emphasis is the acquisition of deposits and operating business through cultivating prospects into new client relationships and generating new business from existing clients. Works closely with the Commercial Bankers and Banking Centers to deliver Prosperity’s suite of Treasury Services solutions to clients and prospects and manage the TS relationships within an assigned portfolio.   Distill complex relationships to position Prosperity as the preferred Treasury Services provider calling across a company’s organization to engage stakeholders understanding their needs, issues, and desires to drive value from the company’s working capital.  


Develops and executes strategic sales plans in coordination with other Treasury Services colleagues and the appropriate coverage teams. Actively maintains a thorough understanding of a client’s industry, organizational and operating structure, strategies, and objectives, and buying behavior. Understands our competition’s capabilities and gaps and how to position Prosperity’s solutions against them.  Maintains active calling and networking efforts to generate Treasury Services opportunities and cross-sell opportunities across Prosperity lines of business.


  1. Partners across the Prosperity organization to target and build opportunities for Treasury Services solutions and depository business
  2. Forms teams to solve complex client needs and issues
  3. Influences and enriches the sales process through industry trend analysis, product innovation, and consultative relationship reviews
  4. Executes strategic market-based sales plans to target prospects and existing customers
  5. Achieves annual performance metrics for new business sales, call efforts, revenue growth, client retention, and profitability
  6. Grows non-interest income and deposit interest income
  7. Manages and maintains an accurate, timely sales pipeline
  8. Represents Prosperity Bank and Treasury Services in internal and external settings
  9. Contributes to the product development process with market-based knowledge, client/prospect feedback, and a balanced, business-based approach
  10. Performs all other tasks as assigned


Education/Certification:  Bachelor’s degree in Business or equivalent

REQUIRED KNOWLEDGE: Knowledge and understanding of bank’s Treasury Services solutions

Knowledge of credit and operational risk – ability to quantify potential exposure and advise team

REQUIRED EXPERIENCE: A minimum of 5-7 years banking experience and 5-7 years of Treasury Services or Sales experience

SKILLS/ABILITIES: Strong working relationships with clients/prospects and colleagues with an ability to articulate complex ideas and solutions

Ability to work independently and have strong acumen for business and relationship development

Ability to generate ideas to identify and drive the development of new business 

Excellent selling and negotiation skills

Excellent verbal and written communication skills 

Strong industry/market expertise 

Strong time management, organizational. and planning skills 

Strategic thinking skills 

Ability to mobilize internal networks and resources 

Strong working relationship with and ability to direct the Treasury Services Sales Analyst supporting the position 

Ability to use various PC and internet-based systems including but not limited to Word, PowerPoint, and Excel for the role 

Strong cultural sensitivity and awareness 

Ability to analyze a client’s/prospect’s working capital and cash conversion cycle and articulate the value of Prosperity’s Treasury Services solutions 

Ability to create proformas and understand formulas involved in analysis

Ability to read financial statements

Hours: Monday - Friday 8:00 AM - 5:00 PM.
40 hours per week.

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