Associate Treasury Management Officer

Simmons Bank; Tulsa (OK); On-site; USD 55,000 - 75,000; Full time

Job summary

Simmons Bank in Tulsa seeks a Treasury Management Sales professional to develop product knowledge, support pre-call planning, client research, and cross-sell opportunities within the territory.

You will craft proposals, respond to inquiries, and help manage TM relationships, including renewals of limits for RDC and ACH exposure, while collaborating with clients and internal teams to deliver tailored solutions.

Qualifications

• Requires ability to perform each essential duty satisfactorily.
• Minimum 2-5 years of banking experience.
• Treasury management experience preferred.

Responsibilities

• Develop a strong TM product background and understand service delivery and applicability to client scenarios.
• Prepare pro-forma pricing and assist with pricing questions and research.
• Support in pre-call planning, client research, and cross-sell identification within the territory.
• Assist with creating sales presentations, RFP responses, and relationship reviews.
• Analyze information and apply critical thinking to design and execute client solutions.
• Interact with clients to gather information and expand relationships.
• Articulate recommendations to customers in response to inquiries.
• Assist with management of TM relationships including renewals of limits for RDC and ACH exposure.
• Other sales or client relationship projects as needed.

Skills

Banking experience

Relationship building

Independent worker

Communication skills

Time management

Attention to detail

Adaptability

Business acumen

Customer experience

Education

BS/BA degree

2-5 years banking experience

Treasury management experience preferred

Tools

MS Office

Job description

Essential Duties and Responsibilities

• Develop a strong TM product background. Understanding the full suite of services, how the services are delivered within the bank, and product applicability to client situations and scenarios.
• Prepare pro-forma pricing and assist with pricing questions and research.
• Support in TMO pre-call planning, client research, and identifying cross sell opportunities within the territory.
• Support with creating sales presentations, RFP responses, account schematics, relationship reviews, and other sale-related materials as requested.
• Analyzes information and apply critical thinking to design and/or execute client solutions.
• Interacts with internal/external clients to gather or clarify information and/or expand existing client relationships.
• Articulates recommendations to customers in response to client servicing and product-related inquiries.
• Assist with management of TM relationships including, but not limited to renewals of limits for RDC and ACH exposure.
• Other sales or client relationship projects as needed

Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.

Skills

• 2-5 year's banking (preferably business/commercial) experience.
• Ability to develop strong working relationships with clients and internal associates.
• Ability to work independently and be a self-starter.
• Strong communication skills (written and verbal); ability to effectively transmit, receive, and accurately interpret ideas, information, and needs.
• Strong time management, organizational and planning skills. Ability to manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation.
• Accuracy and Attention to Detail - ability to process information with high levels of accuracy.
• Flexibility and Adaptability; approach change in a positive way and adapt as the needs of the business or sales environment evolves.
• Business Acumen - Knowledge, insight, and understanding of business concepts. The processes companies use to facilitate the cash conversion cycle and the tools they use to create efficiencies and reduce risk.
• Customer Experience Management - ensure that customers have a positive experience with the organization and its products and services at every touch point.

Education and/or Experience

• BS/BA degree or equivalent work experience.
• Minimum 2-5 years of applicable banking experience.
• Treasury management experience preferred.

Computer Skills

• MS Office programs

Certificates, Licenses, Registrations

• None.

Other

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Activities, duties and responsibilities may change at any time with or without notice.

Skills Training

Communication, Time Management, Critical Thinking, Judgment and Decision Making

Equal Employment Opportunity Information: Simmons First National Corporation and its subsidiaries are committed to a policy of equal employment with respect to a person's race, color, religion, sex, ancestry, sexual orientation, gender identity, national origin, covered veterans, military status, physical or mental disability or any other legally protected classifications.