RESPONSIBILITIES
Leverage a thorough understanding of Treasury Management services, benefits, features, and product functionality to serve as a liaison between Treasury Management Sales Officers (TMOs) and clients or prospects.
Provide Treasury Management support directly to business clients serving as contact for day-to-day operational support and on-going, complex servicing needs of treasury management relationships
Deliver an outstanding client experience by responding quickly to client requests and ensuring follow up and escalation of client needs
Closely track pending client issues or requests to ensure timely resolution
Where necessary, coordinate with Commercial Services, Bank Operations or Card Services to ensure problems such as password resets, technical issues, troubleshooting, and ACH/Wire limit increases are resolved promptly
Implement services sold to clients and prospects by working directly with Commercial Services and Bank Operations personnel, client Relationship Managers, and Treasury Management Officers to identify and manage product delivery.
Communicate frequently with TMOs and Relationship Management Officers regarding the status of all pending implementations, ensuring visibility and timely follow-up throughout the process.
Review all product set-ups to ensure a smooth and accurate implementation experience for both new and existing clients.
Prepare and coordinate all legal agreements and implementation forms to ensure agreements are properly executed.
Follow up with commercial clients to ensure all services and products meet expectations and that clients are receiving appropriate charges for services provided.
Validate billing for all new products and services sold to ensure the Bank’s compensation for services is accurate.
Identify cross-sell opportunities to strengthen commercial client relationships and improve client profitability.
Identify product improvements and solutions by communicating client needs to TMO and Commercial Product Management
Utilize strong time-management skills and sound judgment to prioritize competing responsibilities, meet deadlines, and ensure client expectations are met.
REQUIREMENTS
- 3-5 years of related banking experience. Treasury Management experience strongly preferred
- Must enjoy customer interaction and have the ability to sympathize with customers while maintaining proper controls
- Ability to problem solve with strong attention to detail
- Ability to multi-task and prioritize
- Ability to work in a team environment
- Must feel comfortable helping customers with technical problems, including troubleshooting computer settings and assisting with software installations
- Ability to use standard computer software (MS Outlook, MS Excel) and quickly learn to navigate and operate job-specific software and web-based applications
Compensation & Benefits
- Salary Range: $52,000 – $89,000, aligned to experience, skills, and education.
- Comprehensive benefits package including medical, dental, and vision coverage; paid holidays, vacation, sick leave, and 401(k).
- Hours of paid leave may vary based on position.
Anticipated start date: 10/01/26. The position will be reposted if not filled by this date.
Equal Opportunity Employer/Protected Veterans/Individuals with DisabilitiesThis employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
Skills Required
- 3-5 years of related banking experience
- Treasury Management experience
- Enjoy customer interaction and empathize with customers while maintaining proper controls
- Ability to problem solve with strong attention to detail
- Ability to multi-task and prioritize
- Ability to work in a team environment
- Comfortable helping customers with technical problems, including troubleshooting computer settings and assisting with software installations
- Ability to use standard computer software (MS Outlook, MS Excel) and quickly learn job-specific software and web-based applications
MidFirst Bank Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about MidFirst Bank and has not been reviewed or approved by MidFirst Bank.
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Healthcare Strength — Health, dental, and vision coverage are available to eligible full‑time and part‑time employees, with company‑paid long‑term disability and an EAP included. Medical plans through Blue Cross Blue Shield and wellness incentives that can lower premiums are highlighted.
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Retirement Support — A company 401(k) match with a clear formula and a defined vesting schedule provides meaningful retirement support. Eligibility and enrollment timing are specified, reinforcing predictable access to the plan.
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Leave & Time Off Breadth — Paid vacation, paid sick leave, and paid holidays are emphasized, with a paid community service day also referenced. Time‑off offerings are portrayed as generous across materials.
MidFirst Bank Insights
What We Do
MidFirst Bank occupies a rare position within the banking industry. With $41.2 billion in assets, MidFirst Bank is the largest privately owned bank in the country. This combination of size and private ownership provides our customers with a special brand of banking. MidFirst Bank offers a full range of personal, commercial, trust, private banking and mortgage banking products and services. MidFirst is a strong commercial real estate lender and a major servicer of mortgage loans nationally. As a private business ourselves, we understand the unique needs of each business community we serve at each of our locations in Arizona (Phoenix), California (Los Angeles, Orange County, Santa Barbara, San Diego), Colorado (Boulder, Denver, Edwards, Fort Collins), Nevada (Las Vegas), Oklahoma (Oklahoma City, Tulsa, Western Oklahoma), Texas (Dallas, Houston, San Antonio) and Utah (Salt Lake City). Additionally, MidFirst Bank has commercial lending offices in Atlanta, Chicago, Nashville, New York City, Orlando, Raleigh and Southern California. We serve Southern California through 1st Century Bank, a division of MidFirst Bank. We also operate MidFirst Business Credit as a subsidiary of MidFirst Bank. MidFirst Bank provides services that compete with larger banks, while the people and culture truly define the MidFirst Bank difference. MidFirst provides exceptional financial and deeply committed customer service. Team members are loyal in their character, loyal in their personal commitment to customers, and loyal to always doing the right thing. MidFirst customers can always count on working with thoughtful, intelligent, honest professionals who are true to their financial goals. MidFirst Bank is a strong supporter of the communities they serve, investing time and money in important educational, charitable and civic organizations. Copyright © 2025 MidFirst Bank. All rights reserved. Member FDIC. Equal Housing Lender.
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