Treasury Management Sales Officer

First Bank & Trust Co.•Norman, OK

2d•Onsite

About The Position

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.

Requirements

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.

Responsibilities

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