Treasury Management Sales Officer

First Bank & Trust Co.; Edmond (OK); Sur place; USD 70 000 - 110 000; Plein temps

Résumé du poste

First Bank & Trust Co. is seeking a Treasury Management Sales Officer in Edmond, OK to develop and expand our Treasury Management portfolio for commercial, municipal, nonprofit, and business customers.

You will serve as the primary contact for Treasury Management sales, consult with clients to identify cash management solutions, and collaborate with Commercial Banking, Retail Banking, and Operations to deliver exceptional service and grow non-interest income.

Qualifications

• Bachelor's degree in Business, Finance, Accounting, or related field preferred.
• 3–5 years of banking experience.
• Treasury Management or Commercial Banking experience preferred.
• Strong sales and relationship management skills.
• Excellent presentation and communication skills.
• Knowledge of ACH, wires, business online banking, and cash management products.
• Ability to travel within the Bank's market area.

Responsabilités

• Develop new Treasury Management relationships through referrals and prospecting.
• Partner with lenders to identify treasury opportunities and present proposals.
• Manage Treasury Management relationships and conduct annual reviews.
• Coordinate implementations and pricing analyses with internal teams.
• Achieve sales, revenue, and product penetration targets.

Connaissances

Sales

Relationship management

Presentation skills

Communication skills

Travel readiness

Formation

Bachelor's degree in Business/Finance/Accounting

Outils

ACH

Wires

Business online banking

Cash management products

Description du poste

Job Summary:

The Treasury Management Sales Officer is responsible for developing, managing, and expanding the Bank's Treasury Management portfolio by identifying opportunities to provide cash management solutions to commercial, municipal, nonprofit, and business customers. This position serves as the primary point of contact for Treasury Management sales activities, consults with customers to identify operational efficiencies, and partners with Commercial Banking, Retail Banking, and Operations to deliver exceptional service and increase non-interest income.

Essential Duties and Responsibilities

Business Development

• Develop new Treasury Management business relationships through referrals, prospecting, and calling efforts.
• Partner with Commercial Lenders and Business Bankers to identify treasury opportunities.
• Conduct business needs assessments and recommend treasury management solutions.
• Prepare and present Treasury Management proposals.
• Meet established sales, revenue, and product penetration goals.

Customer Relationship Management

• Serve as the primary Treasury Management contact for business customers.
• Conduct customer calls and annual Treasury Management relationship reviews.
• Maintain ongoing communication regarding new products and services.
• Respond to customer inquiries and resolve complex service issues.
• Educate customers on fraud prevention and payment security.

Internal Collaboration

• Work closely with Treasury Management Administrator to coordinate customer implementations.
• Assist in product pricing and profitability analysis.
• Coordinate implementation timelines.
• Communicate customer expectations internally.

MINIMUM QUALIFICATIONS FOR CONSIDERATION:

• Bachelor's degree in Business, Finance, Accounting, or related field preferred.
• Minimum 3–5 years of banking experience.
• Treasury Management or Commercial Banking experience preferred.
• Strong sales and relationship management skills.
• Excellent presentation and communication skills.
• Knowledge of ACH, wires, business online banking, and cash management products.
• Ability to travel within the Bank's market area.

PHYSICAL REQUIREMENTS:

This work is sedentary and requires the following physical activities:

• Sitting for long periods of time; occasional bending, squatting, kneeling, stooping; good finger dexterity and feeling; frequent repetitive motions; talking, hearing, and visual acuity.
• Frequent lifting (up to 10 pounds of paper supplies or minor office equipment).
• Driving to client locations and other sites as needed.

WORKING CONDITIONS:

• Normal office environment.

NOTE:

The above statements are intended to describe the general nature and level of work performed by an employee in this position. These statements are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of employees in this position.

First Bank & Trust Co. is an Equal Opportunity Employer and is committed to providing an environment free of harassment and discrimination. If you are a qualified individual with a disability or a disabled veteran, you may request a reasonable accommodation if you are unable or limited in your ability to access job openings or apply for a job on this site as a result of your disability. You can request reasonable accommodations by contacting Human Resources at 580-255-1810.