Oklahoma Jobs & Oklahoma City Career Search

Sign In
 [New User? Sign Up]
Mobile Version

Treasury Services Sales Officer

BancFirst


Location:
Oklahoma City, Oklahoma
Date:
06/16/2017
2017-06-162038-01-18
Job Status:
Full Time
Categories:
  • Sales
  • Marketing / Advertising / PR
  • Customer Service
  •  
  • Save Ad
  • Email Friend
  • Print
  • Research Salary

Job Details

 

Treasury Services Sales

Oklahoma City, OK 

 

 

 

POSITION SUMMARY 

 

 

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

 

 


REQUIREMENTS

 

 

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

  

 


WORKING CONDITIONS/PHYSICAL DEMANDS

 

 

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.
EOE/Minority/Female/Disability/Veteran/LGBT
Q

 

Diversity…Our differences enhance business performance.

 

 

 

 

Contact information:

 

BancFirst, Oklahoma City

 

Attn:  Pat Hackler

 

phackler@bancfirst.com

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 


Advertisement

Advertisement

Career Toolbox