Treasury Management Officer

Fidelity Bank, NA•Wichita, KS

About The Position

Fidelity’s treasury services department provides businesses with tools to improve cash flow, streamline investment activities, minimize fraud, and provide information reporting. Treasury services team members take a problem-solving approach to identifying ways Fidelity can help customers increase efficiency and maximize returns on cash. The Treasury Management Officer identifies opportunities and assists with marketing and selling treasury management products, participates in business development to grow a portfolio, prepares and presents proposals to prospective customers, accompanies lenders on sales presentations, and communicates with customers and staff to provide support and resolve customer issues. Occasional road and/or air travel is required.

Requirements

  • Bachelor’s degree; may be waived in lieu of experience.
  • At least 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.
  • Ability to work in a deadline-driven environment.
  • Occasional road and/or air travel.

Nice To Haves

  • Proven track record selling financial products.

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 customer issues.
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