Treasury Management Officer

Fidelity Bank; Tulsa (OK); On-site; USD 85,000 - 115,000; Full time

Job summary

Fidelity Bank's treasury services team helps businesses optimize cash flow, investments, fraud prevention, and reporting. The role focuses on identifying treasury product opportunities, supporting portfolio growth, and delivering compelling proposals to prospects. Occasional travel may be required.

The candidate must have a bachelor's degree, 5+ years in commercial financial services, and strong communication and organizational skills to succeed in a deadline-driven environment.

Qualifications

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

Responsibilities

• Identify opportunities and assist in marketing and selling treasury management products.
• Participate in outside business development activities and drive portfolio growth.
• Prepare and present proposals to prospects and accompany lenders on sales presentations.
• Communicate with customers and staff to provide support and resolve issues.

Skills

Attention to detail

Verbal communication

Written communication

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.