Treasury Services Sales Rep II

Posted Yesterday
Be an Early Applicant
Broken Arrow, OK, USA
In-Office
Senior level
Financial Services
The Role
Sells treasury management products and develops commercial deposit relationships with new and existing banking customers. Coordinates with commercial lenders, identifies customer needs, supports cross-selling, resolves treasury-related issues, and assists sales staff with complex business presentations. The role requires business development, financial analysis, relationship management, problem-solving, and travel as needed.
Summary Generated by Built In

RCB Bank has been a responsible employer since 1936, standing firm on moral and ethical principles as a bank and as an inclusive employer while fulfilling our commitment to excellence. Operating with values such as integrity, respect, sincerity and honor, RCB Bank is an equal opportunity employer, striving to hire diverse employees who meet high standards of character, education and occupational qualifications. RCB Bank is dedicated to building Relationships, contributing to our Communities, and embracing our Boldness!

 

At RCB Bank, we believe that every role within our organization plays a critical part in delivering exceptional service to our customers and communities. The jobs we offer reflect our commitment to building strong, meaningful relationships and maintaining the highest standards of integrity, professionalism, and customer care. We are dedicated to fostering a culture where every team member understands their purpose and impact on our mission to serve the financial needs of our customers while contributing to the economic vitality of the communities we call home.

 

RCB Bank is committed to creating an outstanding experience for our customers in every single interaction, and we desire to differentiate RCB Bank from the competition through exceptional standards of service. All employees, whether in person, on the phone, through email, or online are expected to conduct themselves with the utmost level of professionalism and customer service while adhering to the RCB Bank standards of service: Integrity, Reputation, Professional, Empowered, Welcome, Ownership, Action, Responsive, Relational, and Excel.

 

What we’re looking for: Someone responsible for marketing and selling the Bank’s Treasury management suite of products to existing and new commercial customers, as well as developing new commercial deposit relationships. Someone to serve as a point of contact for commercial relationships to ensure any deposit or treasury-related issues are addressed in a professional and responsive manner.

 

What would make you a great fit:

  • You possess excellent business development skills with knowledge of selling and closing techniques.
  • You can read, analyze, and interpret financial reports and/or legal documents.
  • You can establish and fulfill customer commitments in a timely manner.
  • You possess high analytical and technical skills and the ability to resolve problems effectively and proficiently.
  • You care about your community and have a desire to be involved.

 

What you’ll do:

  • Work closely with commercial lenders, coordinating calling efforts to ensure commercial deposit accounts are gathered and treasury management products are offered to new and existing commercial loan customers.
  • Solicit, establish, and maintain new commercial banking relationships for the bank with a focus on treasury management products and deposit growth.
  • Work independently to identify existing customer needs and collaborate with relationship officers on cross-sell opportunities within designated market(s).
  • Provide assistance to level one sales staff with presentations/solutions for complex business entities when needed.

 

What you must have:

  • BS/BA degree in business or finance or equivalent business experience
  • Minimum of five (5) years of treasury sales or equivalent work experience
  • Flexibility to travel as needed

 

What might set you apart:

  • Certified Cash Management (CCM) and/or Certified Treasury Professional (CTP) designation

 

What you get: A fun, challenging work environment with an emphasis on family, community, and technology. RCB Bank is also committed to ensuring the health and general wellbeing of all employees by providing a wide variety of competitive benefit programs that help you achieve the best fit for your family’s needs, including the following (subject to eligibility):

  • Medical Plan
  • Prescription Drug Plan
  • Teladoc™
  • Dental Plan
  • Vision Plan
  • Flexible Spending Accounts (Healthcare & Dependent Care)
  • Life and AD&D Insurance
  • Disability Plans
  • Life Assistance Plan (EAP)
  • Multiple Supplemental Plans
  • Sick Leave
  • Paid Federal Holidays
  • Vacation and PTO
  • 401(k)
  • ESOP

 

What you can expect: Individuals in this position must be able to perform essential functions and physical demands within these documented working conditions with or without reasonable accommodation:

 

This position is in an office environment within a climate-controlled facility that can be high-traffic during peak service times. There is frequent use of the telephone, computer and other office equipment associated with this position. Individuals in this position are typically seated at their personal desk for most of the day.

 

The individual responsible for this role must be able to perform job functions with general supervision and work effectively as a member of a team and independently. The individual must be capable of working harmoniously with diverse personalities of co-workers, staff and customers. This position requires regular and reliable attendance and the ability to work varying hours.

 

What you might want to know about RCB Bank:

RCB Bank has been a responsible employer since 1936, standing firm on moral and ethical principles as a bank and as an employer while fulfilling our commitment to excellence. Operating with values such as integrity, respect, sincerity, and honor, RCB Bank is an equal opportunity employer, striving to hire employees who meet high standards of character, education and occupational qualifications. 

 

Our employees are living, working, volunteering, and giving back in the communities we serve—they are the reason our customers love banking with us! To be an RCB Bank employee is to identify the needs of our customers and our communities and to build relationships that create opportunities to meet those needs. Without the dedication of our caring, principled leaders and employees, RCB Bank could not serve as a responsible citizen of the communities we serve or provide high-quality customer service. RCB Bank is dedicated to building Relationships, contributing to our Communities, and embracing our Boldness!

 

RCB Bank was established in Claremore, OK, and has since grown to over $4.1 billion in total assets and over 750 employees. Our branch network covers more than 60 locations across Oklahoma and Kansas. The purpose of RCB Bank is to meet the financial needs of our communities, its businesses, and its customers. RCB Bank is a progressive bank with a commitment to each of the communities we are in, which is why so many people say, "That’s my bank!"

 

RCB123

RCB Bank is an EOE. We offer EEO to all persons without regard to race, color, religion, age, marital or veterans’ status, sex, national origin, physical or mental disability, or any other legally protected class.

Skills Required

  • Bachelor’s degree in business or finance, or equivalent business experience
  • Minimum five years of treasury sales or equivalent work experience
  • Flexibility to travel as needed
  • Certified Cash Management (CCM) designation
  • Certified Treasury Professional (CTP) designation
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The Company
HQ: Claremore, OK
750 Employees
Year Founded: 1936

What We Do

RCB Bank is a community-focused bank serving customers, businesses, and communities in Oklahoma and Kansas. Established in Claremore, Oklahoma, it provides financial services aimed at meeting local financial needs and supporting economic vitality. The bank emphasizes relationship-building, community involvement, integrity, and exceptional customer service. It operates more than 60 branches, has over 750 employees, and holds more than $4.1 billion in assets.

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