Treasury Solutions Sales Executive

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

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.