Treasury Growth & Solutions Advisor

Fidelity Bank, NA; Oklahoma City (OK); On-site; USD 70,000 - 120,000; Full time

Job summary

Fidelity Bank, NA in Oklahoma City, OK is seeking a treasury sales professional to identify opportunities, market treasury management products, and drive portfolio growth.

The role requires a Bachelor's degree (may be waived with experience), at least five years in commercial financial services, strong communication, attention to detail, and the ability to work in a deadline-driven environment with occasional travel.

Qualifications

• Bachelor’s degree required or waived for experience.
• Minimum five years in commercial financial services, preferably selling financial products.
• High attention to detail and strong organizational skills.
• Strong verbal and written communication skills.
• Ability to work in a deadline-driven environment.
• Occasional travel by road and/or air.

Responsibilities

• Identifying opportunities and assisting in the marketing and sales of treasury management products
• Participating in outside business development activities and driving portfolio growth
• Preparing and presenting proposals to prospects as well as accompanying lenders on sales presentations
• Communicating with customers and staff to provide support and to resolve customer issues

Skills

Communication

Attention to detail

Deadline-driven

Travel readiness

Education

Bachelor’s degree

Job description

Fidelity Bank, NA in Oklahoma City, OK is seeking a treasury sales professional to identify opportunities, market treasury management products, and drive portfolio growth.

The role requires a Bachelor's degree (may be waived with experience), at least five years in commercial financial services, strong communication, attention to detail, and the ability to work in a deadline-driven environment with occasional travel.