Treasury Management Officer

Mercantil Commerce Bank; Little City (OK); On-site; USD 137,000 - 216,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k)

Life insurance

Paid vacation

Paid time off

Career development

Education assistance

Voluntary benefits

Job summary

Commerce Bank seeks an experienced Treasury Sales professional in Oklahoma City to drive revenue through new business development and deepening existing client relationships. You will lead in-person calls, proposals, and targeted marketing activities to expand revenue and treasury services adoption.

The role requires strong banking knowledge, proven sales success, and the ability to manage complex mid-market relationships with a focus on customer value and cross-sell opportunities.

Qualifications

• Bachelor’s degree in related field or equivalent combination of education and experience required.
• 5+ years financial services experience required.
• 3+ years business development or related experience within Treasury Services strongly preferred.

Responsibilities

• Develop new business primarily with prospects, as well as existing clients in assigned territories.
• Maintain a high level of qualified in-person calling activity and responses to requests for proposal.
• Maintain senior level contact with top and high-priority customers through various touchpoints.
• Develop territory plans, account strategies, and call plans to achieve revenue and profit goals.
• Coordinate calling activity with assigned Relationship Manager.
• Provide account reviews for top priority customers.
• Act as Payments Relationship Manager to ensure coordinated customer success.

Skills

Treasury services

Cash management

Sales

Relationship management

Account management

Finance & banking knowledge

Communication skills

Education

Bachelor’s degree

Tools

Microsoft Word

Microsoft Excel

Microsoft Teams

Microsoft Outlook

Job description

About Working at Commerce

Building a career here is more than just steps on a ladder. It’s about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn’t stop there. Our culture is about our people, the ones in our communities and the ones that work with us. Here, you’ll find opportunities to grow and learn, to connect with others, and build relationships with the people around you. You’ll have the space and resources to grow into the best version of yourself. Because our number one investment is you. Creating an award-winning culture doesn't come easy. And after 160 years, we know Commerce Bank is only at its best when our people are.

Compensation Range Annual Salary: $136,850.00 - $215,625.00 (Amount based on relevant experience, skills, and competencies.)

About This Job

The main purpose of this job is to drive revenue growth through a combination of developing new business and deepening relationships with existing customers. The focus will be to reach goals through in-person sales calling, proposals, marketing and relationship expansion.

Essential Functions

• Develop new business primarily with prospects, as well as existing clients assigned territories
• Maintain a high level of qualified in-person calling activity, completing responses to customer or prospect request for proposal and general sales activity, primarily for new prospective relationships
• Maintain senior level contact with top and high priority customers through various touch points including customer entertainment and outside activities
• Develop territory plans, account strategies, and call plans required to consistently achieve revenue and profit goals
• Coordinate calling activity with assigned Relationship Manager
• Provide account reviews for assigned top priority customers
• Participate in independent and/or joint calling with product partners; act as the Payments Relationship Manager to ensure a coordinated approach to customer success
• Drive towards and achieve trusted advisor status with partners, customers, and prospects
• Assist in general marketing activity as required for trade shows and other targeted industry events
• Perform other duties as assigned

Knowledge, Skills & Abilities Required

• Strong sales knowledge of treasury service and cash management product
• Strong finance and banking knowledge
• History of exceeding and meeting sales goals and growth targets
• Strong understanding of value propositions related to treasury service applications within corporate treasury functions
• Adept at driving results especially with mid-market and larger commercial organizations and/or specific industries
• Advanced Account Management skills
• Consistent ability to effectively and efficiently resolve customer problems
• Excellent expense management skills
• Proven successful track record within team selling and lead sharing environments
• Willingness to act as subject matter expert (SME) for internal projects and mentor for others within the bank
• Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities
• Ability to maintain a valid driver’s license and meet Commerce Bank’s driving record criteria; ongoing employment may be contingent upon meeting all driving requirements
• Inquisitive, agile and strong team player with excellent written, verbal and interpersonal communication skills
• Ability to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core Values
• Advance level proficiency with Microsoft Word, Excel, Teams and Outlook

Education & Experience

• Bachelor’s degree in related field or equivalent combination of education and experience required
• 5+ years financial services experience required
• 3+ years business development or related experience within Treasury Services strongly preferred

For this position, Commerce Bank will review your motor vehicle driving record. If you express interest in and are considered for this position, you’ll be asked to authorize our review of that record. **Level of role is determined by knowledge, experience, skills, abilities, and education ***For individuals applying, assigned and/or hired to work in areas with pay transparency requirements, Commerce is required by law to include a reasonable estimate of the compensation range for some roles. This compensation range is for the Treasury Management Officer III and Senior job and contemplates a wide range of factors that are considered in determining most appropriate job level and making compensation decisions, including but not limited to location, skill sets, education, relevant experience and training, licensure and certifications, and other business and organizational needs. The disclosed range estimate has been adjusted for any applicable differentials (geographic, bilingual, or shift) that could be associated with the position or where it is filled. At Commerce, compensation decisions are dependent on the facts and circumstances of each situation. A reasonable estimate of the current base pay is $136,850 to $215,625 annually. This position will be eligible for additional compensation through performance-based incentive plan(s) that will correspond to meeting performance goals.

Benefits

• employer sponsored health insurance
• dental insurance
• vision insurance
• 401(k)
• life insurance
• paid vacation
• paid personal time
• career development
• education assistance
• voluntary supplemental benefits

Location: 3503 NW 63rd Street, Oklahoma City, Oklahoma 73116 Time Type: Full time Commerce Bank has been awarded numerous awards for our company culture. We have been included on distinguished lists such as Forbes’ Best Midsized Employers, Forbes’ Best Employers for Women, and Korn Ferry’s Engaged Performance Award. You’ll see the difference for yourself when you join the team.

Why Commerce?

Inclusion at Commerce

Equal Opportunity Employer

Commerce Bank is proud to be an Equal Employment Opportunity employer and believes that every individual should have the opportunity to work at a job for which he, she or they qualifies. We celebrate diversity and do not discriminate based on race, color, ancestry, ethnicity, gender identity, gender expression, sex, sexual orientation, disability (including physical or mental handicap), age, veteran status, military status, national origin, religion, pregnancy status, marital status, genetic information, or any other status protected by applicable federal, state or local law.