Treasury Management Officer

Fidelity Bank, NA; Tulsa (OK); On-site; USD 70,000 - 100,000; Full time

Job summary

Fidelity Bank, NA is seeking a Treasury Sales professional in Tulsa, OK to identify opportunities and market treasury management products, driving growth with tailored solutions for business clients.

You will participate in outside business development, prepare proposals, and accompany lenders on sales presentations while maintaining excellent client communication and issue resolution. Five years in commercial financial services and a BA are preferred; travel may be required.

Qualifications

• Bachelor’s degree (may be waived in lieu of experience)
• Minimum of five years of commercial financial services experience
• Strong verbal and written communication skills
• High attention to detail and organization
• Ability to work in a deadline-driven environment
• Occasional road and/or air travel

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

Sales experience

Attention to detail

Communication skills

Deadline-driven

Travel readiness

Education

Bachelor's degree

Job description

Job Overview: Fidelity’s treasury services department provides businesses a comprehensive suite of tools to help improve their cash flow, streamline investment activities, minimize instances of fraud and provide information reporting. Treasury services team members operate with a problem-solving mindset, considering the different ways in which Fidelity can assist with increasing efficiencies and maximizing our customer’s return on cash. Are you passionate about business and helping others succeed? Let’s talk.

The candidate for this position will be responsible for:

• 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

Requirements for the position include:

• A Bachelor’s degree (may be waived in lieu of experience)
• A minimum of five years of commercial financial services experience, preferably with a proven track record selling financial products
• High attention to detail and organization
• Strong verbal and written communication skills
• The ability to work in a deadline-driven environment
• Occasional road and/or air travel

EEO/Veterans/Disability

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.