Senior Commercial Banking Relationship Manager

MidFirst Bank; Oklahoma City (OK); Presencial; USD 85.000 - 130.000; Jornada completa

Descripción de la vacante

MidFirst Bank in Oklahoma City is seeking a Commercial Relationship Officer to prospect, produce, and manage a portfolio of commercial deposit clients, including owners and senior executives. You will act as the primary officer, lead referrals, and cross-sell treasury management and related services.

The role requires traveling up to 50% to meet clients and pursue opportunities, with coordination across treasury management, credit, and product teams to ensure optimal financial solutions for

Formación

• Bachelor's degree and minimum of 5 years commercial/private banking/treasury management experience (preferred) or demonstrated sales and service experience in compatible industry.
• Proficiency with email, word processing, and spreadsheet/presentation software required; CRM experience is beneficial.
• Willingness to travel up to 50% of the time; travel includes markets such as Chicago, Phoenix, Oklahoma City and Denver.

Responsabilidades

• Prospect, produce, and manage a portfolio of commercial deposit clients, including professionals, non-profits, and business owners.
• Act as primary officer and manager for clients.
• Lead as the sales agent for prospects referred by other relationship managers.
• Refer loan opportunities to the appropriate banker and/or group.
• Cross-sell treasury management products, private banking and trust services.
• Meet with commercial clients to understand needs and propose financial solutions.
• Maintain regular communication via outbound calls and on-site visits.
• Collaborate with internal units (credit, treasury, legal) to support clients.
• Prepare and present comprehensive sales proposals to customers and prospects.

Conocimientos

CRM experience

Relationship management

Sales skills

MS Office

Educación

Bachelor's degree

Descripción del empleo

MidFirst Bank in Oklahoma City is seeking a Commercial Relationship Officer to prospect, produce, and manage a portfolio of commercial deposit clients, including owners and senior executives. You will act as the primary officer, lead referrals, and cross-sell treasury management and related services.

The role requires traveling up to 50% to meet clients and pursue opportunities, with coordination across treasury management, credit, and product teams to ensure optimal financial solutions for