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Treasury Management Representative

BancFirst


Location:
Ardmore, Oklahoma
Date:
08/04/2017
2017-08-042038-01-18
Job Status:
Full Time
Categories:
  • Sales
  • Administrative, Mgmt.
  • Executive
  • Telemarketing
  • Accounting / Finance
  • Customer Service
  • Professional
  • Retail
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Job Details

 

 

 

Treasury Management Representative

Ardmore, OK                                                     

 

 

 

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.

 

Responsible for the sale and servicing of Treasury Management Products for the market

 

Gain adequate product knowledge for all treasury management, merchant services, and credit card products

 

Cultivate and service the treasury management portfolio for the market

 

Work with new prospects and current business customers

 

Promote and foster productive calling efforts to cross-sell to existing and prospective clientele

 

Develop referral incentive plans for the employee base

 

Educate staff on strong prospects for all products, including development of sales strategies

 

Conduct weekly meetings with relationship officers

 

Provide customer support for all products and services

 

Assist the regional merchant service sales officer on merchant service calls and maintenance

 

Maintaining treasury management workbooks and service forms to ensure compliance with bank procedure

 

Work with the CSO and President in budget yearly treasury management, merchant service, and credit card income

 

Responsible for assisting the Local Sales Coordinator for the market

 

Attend bank wide and regional Retail Representative meetings as called

 

Conduct weekly meetings with the Customer Service Representatives to discuss prospects and sales for the week

 

Conduct training as necessary on products, selling techniques, sales tracking, and statewide retail campaigns

 

Work with the CSO and President on setting retail sales goals

 

Coordinate all statewide retail campaigns at the branch level, including training, ordering and distributing campaign materials, advertising and lobby displays, and communication of results

 

Coordinate all local sales efforts including development of a retail sales program, development of an all staff incentive program, calculation and payment of incentives, communication of monthly sales goals to actual and other sales data, product displays, regular sales meetings with branch managers, and monitoring telemarketing and follow-up sales success of approved Mortgage Company loan application sent to the bank

 

Responsible for the planning and execution of all promotional and customer events, including but not limited to, Customer Appreciation Day, CPA Day, Holiday Open House, and Credit Card Blitzes

 

 

REQUIREMENTS

 

Able to perform external sales calls to new and existing clientele

 

Able to acquire an understanding of BancFirst Treasury products and services

 

Must demonstrate a business professional image and demeanor

 

Must be able to communicate professionally both verbally and in writing

 

Work well under stress and deadlines while managing multiple tasks

 

Critical thinking skills

 

 

LOCATION

310 W Main Street

Ardmore, OK 73401

 

 

HOURS

Full Time

 

 

Hometown service, statewide strength. BancFirst is committed to investing in the future of Oklahoma communities. BancFirst is a $6 billion bank offering personal and commercial products, trust, insurance, and investment services in fifty-four Oklahoma communities. Employees enjoy excellent benefits and a learning environment that allows them to continuously improve their skills to deliver highly personalized service to customers.
EOE/Minority/Female/Disability/Veteran/LGBTQ
 

 

Diversity…Our differences enhance business performance.

 


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