Treasury Management Officer
Seminole, 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 sides of their relationships by going on joint calls with clients and prospects, and preparing depository and treasury management proposals.
Incumbent will assure compliance with all Bank’s compliance requirements and bank policies and procedures.
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.
Follow all policies and procedures
Develop new business with a designated portfolio of business prospects and clients
Work with commercial and Relationship Managers to assure that 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 environments, 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
Please 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.
REQUIREMENTS
Minimum of 2 years 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
Proficient in Microsoft Office, Outlook, Word, Excel, and knowledge of, or the ability to quickly learn, banking software applications
Ability to multi-task, organize and prioritize
PREFERRED SKILLS
Minimum of 2 years cash management/treasury service sales experience
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
LOCATION
BancFirst, Edmond
1264 S. Bryant
Edmond, OK 73034
HOURS
Full Time
Hometown service, statewide strength. BancFirst is committed to investing in the future of Oklahoma communities. BancFirst is a $13 billion bank offering personal and commercial products, trust, insurance, and investment services in sixty 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 - BancFirst is an Equal Opportunity employer.
Diversity…Our differences enhance business performance.
Skills Required
- Minimum of 2 years of customer relationship management experience with demonstrated success and goal progression
- Strong working relationships with clients and colleagues
- College degree in business, finance, or sufficient related work experience
- Excellent sales, written, verbal, and interpersonal communication skills
- Critical thinking skills and ability to work under stress and deadlines
- Ability to learn BancFirst treasury products and services
- High degree of client service
- Proficiency in Microsoft Office, Outlook, Word, Excel, and banking software applications
- Ability to multitask, organize, and prioritize
- Minimum of 2 years of cash management or treasury service sales experience
BancFirst Corporation Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about BancFirst Corporation and has not been reviewed or approved by BancFirst Corporation.
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Healthcare Strength — Medical coverage is employer‑subsidized with broad coverage that includes some services at full coverage with preferred providers, supporting manageable out‑of‑pocket costs.
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Retirement Support — Employees have access to both a 401(k) with a company match and a broad‑based ESOP with discretionary company contributions, enhancing long‑term total compensation.
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Leave & Time Off Breadth — Company materials highlight generous paid time off and holidays, alongside resources such as an Employee Assistance Program and gym‑membership subsidies.
BancFirst Corporation Insights
What We Do
With assets of over $12 billion, BancFirst has grown to more than 100 locations in 60 Oklahoma communities. We are committed to investing in the future of our communities by offering personal and commercial products, trust, insurance, and investment services. For the 13th consecutive year, BancFirst is rated as one of the "Nation's Strongest and Safest Banks" by Bank Director magazine. For the 8th consecutive year, BancFirst is included on the KBW Bank Honor Roll. BancFirst is a publicly held company and is listed on the NASDAQ National Market System under the symbol BANF. Member FDIC • Equal Housing Lender
