• Specialty Treasury & Liquidity Sales Officer III

    Job ID
    1600 Redbud Boulevard
    # of Openings
    City, State
  • Overview

    Independent Bank provides a wide range of commercial and consumer banking solutions powered by people who value lasting relationships and commitment to community. We are founded on the belief that we have a deep responsibility to solve problems and build healthy communities. Our unique brand of banking is delivered by dedicated employees, who share an honest desire to make a lasting and positive impact. Come join us!


    This position is responsible for the management of a Specialty Treasury & Liquidity Portfolio and selling Treasury and Liquidity Solutions to new and existing clients for the primary purpose of generating stable funding for the bank and generating additional treasury fee income. Identifying new deposit rich industries, building out the required program for each new industry, identifying new prospective clients and selling to the prospective clients.  Ensuring Risk Management is a key objective in acquiring and managing clients and also in the development of any new industries. 


    • Responsible for achieving annual sales/deposit goals for clients residing in the Specialty Treasury & Liquidity industries.
    • Develop and execute a strategy to identify new clients in existing targeted industries that will generate new deposits & fee income.
    • Serve as the Specialty Treasury & Liquidity expert for all identified industries.
    • Develop a strong networking circle to develop new business.
    • Responsible for understanding IBTX product offerings associated with all industries.
    • Generate and/or support new ideas for Specialty Treasury & Liquidity products and services.
    • Support the development and maintenance of proper procedures, policies, and systems to assure Bank Policy Compliance.
    • Manage all areas of risk relating to operational procedures, credit, fraud, bank reputation and to ensure bank and clients are compliant with all federal regulations.
    • Other Special Projects that may be assigned.


    Basic Qualifications:

    • College degree in related field
    • Solid knowledge of overall banking operations and services with a specific focus on Liquidity and Treasury solutions
    • Minimum 10 years of Liquidity/Treasury experience
    • Results oriented with demonstrated ability to achieve organizational and business/sales goals and objectives
    • Proven sales and portfolio management skills
    • Proficiency in the use of Microsoft office products (Excel, Word, Outlook, PowerPoint)
    • Travel required as necessary
    • Demonstrate a high level of knowledge of Bank Secrecy Act and OFAC related responsibilities in the performance of daily operations to ensure adherence to bank policies and compliance with all regulatory requirements.

    Preferred Qualifications:

    • CTP (Certified Treasury Professional) accreditation Preferred
    • Excellent interpersonal, verbal and written communication skills
    • Ability to handle and prioritize multiple tasks

    Our unique brand of banking extends from the Gulf Coast of Texas to the Rocky Mountains. We are an $8 billion dollar community-centric institution providing a wide range of relationship-driven commercial banking products and services tailored to meet the needs of businesses, professional organizations, community groups and entrepreneurs. We also offer a full line of personal financial products and services to make banking easy for busy families and individuals.
    Principled financial decisions ~ Building strong, healthy communities ~ Leading with a courageous heart ~ Resilient Solutions ~ Thriving relationships
    The Bank provides capital and guidance to foster growth, bring new ideas to life, and energize local businesses. We accomplish these goals by funding projects such as medical facilities, warehouse space, and hospitality and education venues. By developing strong relationships and a deep understanding of your industry, our team offers a proactive approach to business banking.
    We continue to be named Best Bank within many of the communities we serve. Recently, Independent Bank was named a Community Bankers Cup winner for the fifth consecutive year; a Top 75 Producing Lender Nationwide; a Top 50 Performer by the Dallas Business Journal; and one of the Healthiest Employers in both North Texas and Central Texas.
    The Bank builds community on two fronts: by helping create economic development and by partnering within the community. It all begins by empowering our employees. We encourage our people to follow their passion and volunteer. And we back that up through formal giving programs.
    To make an impact on the communities we serve through high-performance, purpose-driven banking.



    To be considered for this position, you must at least meet the basic qualifications.


    No phone calls or direct e-mails please.


    Pre-employment background screening will be conducted.


    Independent Bank is an EEO/AA - M/F/Disability/Protected Veteran Status.


    Note: The job description does not constitute an employment agreement between the employer and employee. The above statements describe the general nature and level of work being performed within this classification. It is not designed to contain or be interpreted as a comprehensive list of all duties, responsibilities, and qualifications required of employees assigned to this job. If you require assistance at any stage of the employment application process due to a disability, please contact Human Resources at 214-544-4777.



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