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Treasury Services Sales Officer


Oklahoma City, Oklahoma
Job Status:
Full Time
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Job Details


Treasury Services Sales

Oklahoma City, OK 







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 side of their relationships by going on joint calls with existing/prospective clients and preparing depository and treasury management proposals. 


Incumbent will assure compliance with all bank compliance requirements and bank policy and procedures.



ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned. 


Follow all policies and procedures


Develop new business with a designated portfolio of business prospects and clients


Work with bank Commercial and Relationship Managers to assure 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 environment, 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


Assist with other job related duties as requested by supervisor/manager






Minimum of 2 years treasury services sales experience and 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


Working knowledge of the Microsoft Office programs such as Outlook, Word, and Excel


Ability to multi-task, organize, and prioritize






In the course of performing the duties pertinent to the position, time will be spent writing, typing, speaking, listening, lifting (up to approximately 20 pounds), carrying, seeing (such as close, color, and peripheral vision, depth perception, and adjusted focus), sitting , pulling, walking, standing, squatting, kneeling, and reaching.



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.


Diversity…Our differences enhance business performance.





Contact information:


BancFirst, Oklahoma City


Attn:  Pat Hackler








































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