Treasury Services Sales Rep II

RCB Bank•Broken Arrow, OK

About The Position

The Treasury Services Sales Rep II markets and sells the Bank’s treasury management products to existing and prospective commercial customers and develops new commercial deposit relationships. The position serves as a point of contact for commercial relationships, ensuring deposit- and treasury-related issues are handled professionally and responsively. The role requires coordination with commercial lenders and relationship officers, independent identification of customer needs, and support for level one sales staff on complex business entities when needed. The position is based in an office environment and involves frequent use of a telephone, computer, and other office equipment. The employee works with general supervision, both independently and as part of a team, and must be able to work varying hours and travel as needed.

Requirements

A BS/BA degree in business or finance, or equivalent business experience.
At least five years of treasury sales or equivalent work experience.
Flexibility to travel as needed.
Excellent business development skills and knowledge of selling and closing techniques.
Ability to read, analyze, and interpret financial reports and/or legal documents.
Ability to establish and fulfill customer commitments in a timely manner.
High analytical and technical skills and the ability to resolve problems effectively and proficiently.
Regular and reliable attendance and ability to work varying hours.
Ability to work effectively with general supervision, independently and as a team member, and harmoniously with diverse coworkers, staff, and customers.

Nice To Haves

Certified Cash Management (CCM) designation.
Certified Treasury Professional (CTP) designation.
Interest in community involvement.

Responsibilities

Work with commercial lenders to coordinate calling efforts, gather commercial deposit accounts, and offer treasury management products to new and existing commercial loan customers.
Solicit, establish, and maintain new commercial banking relationships, focusing on treasury management products and deposit growth.
Identify existing customer needs independently and collaborate with relationship officers on cross-selling opportunities within designated markets.
Assist level one sales staff with presentations and solutions for complex business entities when needed.
Serve as a point of contact for commercial relationships and address deposit- or treasury-related issues professionally and responsively.