Hilltop Holdings · 1 week ago
Treasury Management Sales Analyst
2925 Richmond Ave, Houston, TX, 77098, US
Full-time
Onsite
Mid LevelHilltop Holdings is seeking to hire a Treasury Management Sales Analyst. The role involves working closely with Treasury Management Officers to grow revenue and manage risk associated with treasury management products, including building proposals and conducting relationship reviews.
BankingFinancial Services
No H1B
Responsibilities
Assists in generating proposals to include needs assessment, pricing recommendations, implementation plans, and treasury solution information
Creates account analysis pricing models for new and existing relationships, along with narratives for any pricing exception requests
Participates in the relationship review process and cross-selling opportunities
Builds customer relationship reviews that detail accounts and services, product updates, as well as notifications related to future changes that may impact client needs
Participates in client meetings as requested by Treasury or Account Officer
Initiates and tracks outbound sales calls to clients referred by the branch or other internal partners as appropriate
Develops working knowledge of all treasury products and technical requirements
Aggregates treasury services risk-related data for review and monitoring purposes
Creates and monitors treasury service implementation requests to add or delete services
Works closely with Treasury Client Services to ensure customers receive an exceptional experience before, during, and after treasury services have been implemented
Other duties as required
Qualification
Required
Must be eligible to work in the U.S. without sponsorship now or in the future
Must be able to report to our PlainsCapital Branch located at 2925 Richmond Avenue, Houston, TX 77098, without the need for relocation assistance
Bachelor's degree in business or related field OR combination of equivalent relevant work experience and high school diploma, GED, or equivalent required
Prior experience in banking strongly preferred. Treasury management experience a plus
Excellent verbal, written, and interpersonal communication skills with the ability to interact with all levels of customers, clients, and Bank personnel
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 attend client meetings as requested (limited, typically local)
Preferred
Prior experience in banking strongly preferred. Treasury management experience a plus
Company
Hilltop Holdings
Hilltop Holdings is a financial services firm specializing in mortgage origination, financial advisory, and insurance services.
Founded in 1998
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Bill Lines
Chief Technology Officer
Will Furr
CFO
Recent News
2025-10-27
2025-10-25
2025-10-24
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