Treasury Management Officer

Treasury Management Officer

Seminole, OK  

POSITION SUMMARY

This is a key sales position. Will develop and manage a portfolio of business client depository relationships, focusing on the sales of treasury management solutions and other related services as appropriate to generate noninterest income for the Bank. Will work with commercial Relationship Managers to expand the depository sides of their relationships by going on joint calls with clients and prospects, and preparing depository and treasury management proposals.

Incumbent will assure compliance with all Bank’s compliance requirements and bank policies and procedures.

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Follow all policies and procedures

Develop new business with a designated portfolio of business prospects and clients

Work with commercial and Relationship Managers to assure that they have maximized depository/treasury management opportunities with their clients and prospects. This involves joint calls as well as the preparation of sales proposals for those teams

Manage a growing portfolio of treasury management clients

Understand the client’s business environments, strategies, and industry to provide the best solution for their situation

Identify potential new business opportunities and provide the appropriate solutions

Provide efficient and courteous customer service, cross-marketing products and services to generate new business for the bank when appropriate

Respond to Requests for Proposal (RFP) by assessing customer needs and recommending effective strategies with a cost benefit and risk analysis

Negotiate pricing to optimize profitability of product or service solutions

Manage sales process to include proposal and implementation

Proactively prospect for new business and meet established goals for growth and profitability

Promote sales through frequent client meetings and discussions covering new products, market and industry developments

Carry out the bank’s client retention strategies

Participate in sales, service and product training meetings

Represent the bank in community affairs and civic organizations

Keep work area well organized, neat and clean

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

REQUIREMENTS

Minimum of 2 years customer relationship management experience with demonstrated success and goal progression, with proven strong working relationships with clients and colleagues

College degree in business, finance or sufficient related work experience

Excellent sales skills as well as strong written, verbal and interpersonal skills to communicate effectively throughout the Bank and with prospects/clients, to represent the Bank positively to the public, and to acquire new business from current clients and prospects

Critical thinking skills, must work well under stress and deadlines

Ability to acquire an understanding of BancFirst Treasury products and services

A high degree of client service

Proficient in Microsoft Office, Outlook, Word, Excel, and knowledge of, or the ability to quickly learn, banking software applications

Ability to multi-task, organize and prioritize

PREFERRED SKILLS

Minimum of 2 years cash management/treasury service sales experience 

PHYSICAL REQUIREMENTS

Constant use of computer screens 

Ability to operate a computer keyboard, use hand to finger, handle or feel, reach with hands and arms, and talk, see or hear 

Intermittently standing, stooping, bending at the waist, walking, kneeling or crouching 

Ability to sit and/or stand for long periods of time during the workday

 Long periods of typing and repetitive motion

 Ability to lift and/or move and carry up to 10 pounds

LOCATION

BancFirst, Edmond

1264 S. Bryant 

Edmond, OK 73034

HOURS

Full Time