Treasury Management Officer

First United Bank; Norman (OK); On-site; USD 50,000 - 70,000; Full time

Job summary

First United Bank is seeking a Treasury Management Specialist to generate deposit growth and develop business relationships in Norman, Oklahoma. The role requires a strong banking and Treasury Management background, with an emphasis on consultative selling of treasury management solutions.

The ideal candidate will possess excellent interpersonal and communication skills, be self-motivated, and have the ability to coordinate and engage with team members and customers effectively.

Qualifications

• At least three years banking experience required.
• Two years of Treasury Management Services experience in any capacity.
• Exceptional interpersonal and communication skills.

Responsibilities

• Generate leads from referrals and various prospect lists.
• Meet with prospective Treasury Management customers to develop relationships.
• Follow up to ensure customers are satisfied with products implemented.

Skills

Interpersonal Skills

Customer Service

Analytical Skills

Proficiency in Microsoft Word

Proficiency in Microsoft Excel

Proficiency in Microsoft PowerPoint

Education

High school diploma or GED

Bachelor's degree or equivalent experience

Job description

Summary

This position is responsible for generating deposit growth and increasing fee income by developing new business relationships and expanding existing relationships using a consultative approach to sell treasury management solutions.

Major Duties and Responsibilities

• Generates leads from referrals and a variety of prospect lists and sources.
• Meets with prospective Treasury Management customers to develop relationships, make consultative presentations, demonstrate products and sell TM products and services that meet the needs of the customer and create efficiencies in daily operations.
• Partners with an assigned Onboarding Specialist to complete appropriate product agreements, resolutions and setup forms for products sold and follows through with the customer until proper authorization and execution is obtained.
• Follows up to ensure the customer is comfortable and pleased with the products once implemented.
• Prepares written proposals and comparative analysis.
• Responds to customer inquiries and requests in a prompt and courteous manner.
• Meets established sales goals.
• Models and fosters behaviors that support the Bank’s values and corporate culture, creating an atmosphere of trust, cooperation, accountability and dedication.
• Meets with Community Bank Presidents, lenders and bank personnel to increase their knowledge of Treasury Management services to help promote referrals.

Additional Duties and Responsibilities

• Cross‑sells other banking services by partnering with other lines of business.
• Actively participates in industry professional groups and associations when approved by management.
• Utilizes CRM system to track calling activity and manage the pipeline.
• Attends department sales meetings and actively participates in activities to improve personal skills, products and the department.
• Accompanies loan officers on joint calls to promote Treasury Management services.
• Prepares proposals in response to Requests for Proposals from public entities and businesses and makes presentations as necessary.
• Completes all required compliance exams on a yearly basis.
• Adheres to all First United policies and procedures.
• Other duties as assigned by supervisor.

Employee Specifications

• High school diploma or GED required; Bachelor’s degree or equivalent experience preferred.
• At least three years banking experience required.
• Two years of Treasury Management Services experience required in any capacity (sales, onboarding, or training).
• Knowledge of financial institution policies and procedures required.
• Knowledge of Treasury Management Services and related areas required.
• Exceptional interpersonal skills with ability to work with a variety of people and personality types.
• Strong written and verbal communication skills.
• Self‑motivated, works well in a team, high energy capacity.
• Good presentation, judgment, analytical and detail‑oriented skills.
• Strong customer‑service sense, dependable attendance, adherence to timelines.
• Proficiency in Microsoft Word, Excel, and PowerPoint required.
• Willingness to accept additional responsibilities, initiative.
• Travel between First United Bank branches will be required more than 50%; occasional overnight travel may be required.
• Flexible work schedule including evenings, weekends and overtime.

Locations

All Locations: Moore, Norman - Northwest

Equal Opportunity Employment

First United is an Equal Opportunity Employer. To the extent required by Federal or State law, First United does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, or any other characteristic protected by law.

If any applicant is unable to complete an application or respond to a job opening because of a disability, please email us at [e-mail] for assistance.