Treasury Management Officer

Posted 3 Hours Ago
Be an Early Applicant
Wichita, KS, USA
In-Office
Senior level
Fintech
The Role
Develops treasury management business by identifying sales opportunities, growing portfolios, preparing and presenting proposals, supporting lenders during sales presentations, and resolving customer issues. The role requires commercial financial services experience, strong communication and organizational skills, attention to detail, deadline management, and occasional travel.
Summary Generated by Built In

Job Overview: Fidelity’s treasury services department provides businesses a comprehensive suite of tools to help improve their cash flow, streamline investment activities, minimize instances of fraud and provide information reporting. Treasury services team members operate with a problem-solving mindset, considering the different ways in which Fidelity can assist with increasing efficiencies and maximizing our customer’s return on cash. Are you passionate about business and helping others succeed? Let’s talk.

The candidate for this position will be responsible for:

  • Identifying opportunities and assisting in the marketing and sales of treasury management products
  • Participating in outside business development activities and driving portfolio growth
  • Preparing and presenting proposals to prospects as well as accompanying lenders on sales presentations
  • Communicating with customers and staff to provide support and to resolve customer issues

Requirements for the position include:

  • A Bachelor’s degree (may be waived in lieu of experience)
  • A minimum of five years of commercial financial services experience, preferably with a proven track record selling financial products
  • High attention to detail and organization
  • Strong verbal and written communication skills
  • The ability to work in a deadline-driven environment
  • Occasional road and/or air travel

EEO/Veterans/Disability

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This 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

  • Bachelor's degree, or equivalent experience in lieu of a degree
  • At least five years of commercial financial services experience
  • Proven track record selling financial products
  • High attention to detail and strong organizational skills
  • Strong verbal and written communication skills
  • Ability to work in a deadline-driven environment
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The Company
HQ: Fuquay-Varina, NC
299 Employees
Year Founded: 1974

What We Do

Fidelity Bank was founded in 1974 and is one of the largest community banks in metro Atlanta.

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