Treasury Management Officer

BancFirst Corporation • Seminole, OK

2d • Onsite

About The Position

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.

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

Nice To Haves

• Minimum of 2 years cash management/treasury service sales experience

Responsibilities

• 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

Benefits

• excellent benefits

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree