Treasury Management Sales Associate
Oklahoma City, OK
Treasury Management Sales Associate is a key contact for Treasury Management
customers at BancFirst. As the primary
specialist for complex commercial account relationships, the Treasury Sales
Associate is responsible to ensure that optimal levels of service are made
available. While assisting Treasury
Management Sale Officers in revenue-generating activities and providing primary
sales support, direct personal contact with customers is expected.
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 timely, accurate
documentation for implementation and maintenance of financial products and
services for moderately complex customers.
Assists Treasury Management Officers in
Assists in preparation for proposals and Requests
for Proposal (RFPs).
Independently identifies opportunities to expand
business and supports the sales effort.
Displays knowledge, proficiency and
professionalism in explaining, selling and administering products/services.
May prepare documentation for the implementation
of financial products and service.
Researches and resolves client requests,
operational issues and discrepancies experienced by clients, assuming
responsibility for these actions when accountability is not clear.
Appropriately initiates actions necessary to meet
client needs without explicit management direction or guidance. Uses good
judgment in determining when management involvement is required.
Provides accurate complete information necessary
to establish products/services on back-end systems, follows up with the client
to ensure proper installation of the products/services, resolving issues
identified by the client.
Provides feedback to Sales, Product and
Operations regarding the success/deficiencies of existing products, and the
need for new product development.
Follows account-opening procedures, understands banking
regulations, understands legal documents required to open accounts and other
processes, as required for this position.
Actively works with customers to understand each
customer's normal account activity, as appropriate for this position.
for the sale and servicing of Treasury Management Products for the market.
adequate product knowledge for all treasury management, merchant services, and
credit card products.
and service the treasury management portfolio for the market.
with new prospects and current business customers.
and foster productive calling efforts to cross-sell to existing and prospective
with other job related duties as requested.
note this job description is not designed to cover or contain a comprehensive
listing of activities, duties or responsibilities that are required of the
employee for this job. Duties,
responsibilities and activities may change at any time with or without notice.
Minimum 2 years banking experience, with preferred experience in
Commercial Banking/Customers or Treasury Management.
Critical thinking skills.
Must work well under stress and deadlines.
Ability to multi-task, organize and prioritize.
Ability to acquire an understanding of Treasury products and services.
A high degree of customer
Working knowledge of Microsoft Office programs such as Outlook,
Word and Excel.
City, OK 73102
Hometown service, statewide strength. BancFirst
is committed to investing in the future of Oklahoma communities. BancFirst is a
$7.6 billion bank offering personal and commercial products, trust, insurance,
and investment services in fifty-eight 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.