A leading financial services company located in Tulsa, Oklahoma, is seeking a Treasury Management Officer to drive revenue growth through developing new business and deepening existing customer relationships. Key responsibilities include maintaining high-level client interactions, providing strategic account reviews, and collaborating with internal partners. Candidates should possess strong sales and finance knowledge, a Bachelor's degree, and a proven record of exceeding sales goals. This full-time position offers competitive compensation and a comprehensive benefits package.
Qualifications
Bachelor's degree in a related field or equivalent combination of education and experience.
5+ years of financial services experience required.
3+ years business development experience within Treasury Services strongly preferred.
Responsibilities
Develop new business with prospects and existing clients.
Maintain high levels of qualified in-person calling activity.
Provide account reviews for assigned top priority customers.
Drive towards and achieve trusted advisor status.
Skills
Sales knowledge of treasury service
Finance and banking knowledge
Account management skills
Communication skills
Microsoft Office proficiency
Education
Bachelor's degree in related field
5+ years financial services experience
Tools
Microsoft Word
Microsoft Excel
Microsoft Teams
Microsoft Outlook
Job description
A leading financial services company located in Tulsa, Oklahoma, is seeking a Treasury Management Officer to drive revenue growth through developing new business and deepening existing customer relationships. Key responsibilities include maintaining high-level client interactions, providing strategic account reviews, and collaborating with internal partners. Candidates should possess strong sales and finance knowledge, a Bachelor's degree, and a proven record of exceeding sales goals. This full-time position offers competitive compensation and a comprehensive benefits package.