What are the responsibilities and job description for the Treasury Officer position at FIRST ENTERPRISE BANK?
Job Details
Job Location: South Office - Oklahoma City, OK
Salary Range: Undisclosed
Job Category: Finance
Description
Summary:
The Treasury Management Officer (TMO) prospects, markets, sells, cross-sells, and implements the Bank’s commercial depository services and treasury management products to customers and prospects. The TMO manages customer relationships to ensure all needs are addressed. Impacts market share and success in the market.
Major Duties & Responsibilities:
- Establish, build, manage and maintain complex banking relationships with major clients/prospects which utilize treasury management services. Through extensive business and market expertise, you will meet with external stakeholders of all levels to drive business development.
- Maintain call plans and reports
- Assist in developing treasury management strategies and evaluate new services for current and prospective customers.
- Prepare and recommend customer, market, product, and pricing strategies to ensure that objectives are met with respect to market share and profitability goals.
- Foster the end-to-end client experience from initial contact to onboarding. TMO will also coordinate service support for resolution of customer questions, communicate resolutions to customers, and handle more complex DDA/Deposit processing solutions.
- Identify needs based opportunities to cross-sell all Bank products and services; this includes referring customer/prospects to the appropriate division/department; monitoring and ensuring appropriate follow-up.
- Collaborate joint calling efforts with commercial bankers to expand existing and develop new commercial relationships
- Engagement champion for our company’s culture.
Qualifications
Education & Experience:
- 5 years’ experience in treasury management product sales.
- Extensive knowledge of product delivery systems and on-line computer systems
- Extensive knowledge of banking and cash management products
- Excellent knowledge of Bank operations
- Proficient in Microsoft Office products
- Excellent interpersonal, verbal, and written communication skills; ability to prospect and network at various levels within a company for complex deals and relationships