Treasury Management Officer

Onsite Position

301 E. 2nd Street, Sand Springs 74063

Full Time

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

Prospect for qualified new Treasury Management opportunities

Prepare and present Treasury Management Banking Services Proposals to existing and prospective clients

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

Maintain required reports such as Sales Pipeline, Treasury Management Referrals, etc.

Collaborate with Frontline Staff and CSO to insure the Treasury Management referral incentive plan is maintained 

Work closely with the market Commercial Lenders to cultivate a referral source

Educate staff on the ideal Treasury Management prospect and benefits, including development of sales strategies

Attend weekly Consumer Onboarding meetings and conduct educational segments in these meetings

Attend weekly Loan Committee meeting – Be prepared to give updates on Treasury Management sales, prospects and highlights of changes in Treasury Management

Attend bi-weekly Treasury Management meetings with OKC via WebEx 

Provide customer support for all products and services

Maintain an excellent working relationship with Treasury Management Support teams: Client Services, Service Forms, and Electronic Banking in OKC

Assist the Regional Merchant Service sales officer on merchant service calls and maintenance

Maintain Treasury Management workbooks and service forms to ensure compliance with bank procedure

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

Work with the President and CSO on setting retail sales goals

Regular and consistent attendance and punctuality is an essential function of the job

REQUIREMENTS

Able to perform external sales calls to new and existing clients

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

Must be able to interact with other offices and departments for accurate resolutions to problems and errors, while continuing to complete job tasks in a timely manner

Critical thinking skills

PHYSICAL REQUIREMENTS

Constant use of computer screens. 

Ability to operate a computer keyboard, use hand to finger, handle or feel, reach with hands and arms, and talk, see or hear.  

Intermittently standing, stooping, bending at the waist, walking, kneeling or crouching.

Ability to sit and/or stand for long periods of time during the workday.

Long periods of typing and repetitive motion.

Ability to lift and/or move and carry up to 10 pounds.

Hometown service, statewide strength. BancFirst is committed to investing in the future of Oklahoma communities. BancFirst is a $12 billion bank offering personal and commercial products, trust, insurance, and investment services in fifty-nine 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/AA - BancFirst is an Equal Opportunity and Affirmative Action employer.  

Diversity…Our differences enhance business performance.