Trane Technologies is hiring a Treasury Management Sales Consultant (Merchant Services) to support the growth and management of Amegy Bank's merchant services portfolio. In this role, you will be responsible for acquiring new clients, deepening existing relationships, and contributing to the development of merchant services solutions.
What You'll Do
- Generate merchant services referrals, new sales, and revenue growth across assigned markets.
- Proactively develop new business through independent sales calls and joint calls with Treasury Sales Consultants and Relationship Managers.
- Leverage communication channels to identify opportunities and build strong sales pipelines.
- Create and deliver customized proposal presentations using marketing materials and pricing tools.
- Negotiate pricing structures to support client retention, margin expansion, and revenue goals.
- Provide exceptional onboarding and ongoing support to new and existing merchant services clients.
- Manage the end-to-end lifecycle of merchant agreements, including setup documentation, pricing quotes, and partner coordination.
- Facilitate updates or corrections to agreements, documentation, and pricing as needed.
- Work directly with strategic partners to resolve complex product issues and ensure client satisfaction.
- Maintain accurate weekly and monthly referral, pipeline, and activity reports.
- Support Amegy’s relationship banking culture by maintaining regular client contact and delivering outstanding service.
- Collaborate closely with internal teams to strengthen cross-sell opportunities and enhance the treasury management value proposition.
What We're Looking For
- Experience with Merchant services, treasury or cash management, product sales, relationship management, or lending.
- Effective sales presentation and negotiation skills.
- Strong sales aptitude with demonstrated professionalism, flexibility, and a customer-first mindset.
- Ability to manage multiple priorities while maintaining accuracy and follow-through.
- Knowledge of banking, merchant services, treasury management products, and procedures.
Nice to Have
- A four-year undergraduate degree in business or finance along with direct Merchant Services experience.
- 4+ years' experience in a related field is preferred.
- Local candidates are highly preferred, with knowledge of local networks and expertise in Houston and its surrounding communities.
- A demonstrated ability to develop and maintain major banking relationships.
Team & Environment
You will collaborate with internal banking teams, strategic partners, and external stakeholders.
Benefits & Compensation
- Medical, Dental and Vision Insurance starting day one.
- Life and Disability Insurance, Paid Parental Leave and Adoption Assistance.
- Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts.
- Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays.
- 401(k) plan with company match, Profit Sharing, and competitive compensation.
- Mental health benefits including coaching and therapy sessions.
- Tuition Reimbursement for qualifying employees.
- Employee Ambassador preferred banking product.
Work Mode
This role is based locally in Houston, Texas.
Zions Bancorporation, National Association prohibits illegal discrimination and reaffirms its policy of providing Equal Employment Opportunity (EEO) to all employees and applicants without regard to race, color, religion, age (40 and over), sex, pregnancy, gender, disability, national origin, ethnic background, citizenship, protected veteran status, military service, sexual orientation, gender identity, genetic information or any other characteristic protected by applicable law.
