- Generates leads from referrals and a variety of prospect lists and sources.
- Meets with prospective Treasury Management customers to develop relationships, make consultative presentations, demonstrate products and sell TM products and services that meets the needs of the customer and creates efficiencies in their daily operations.
- Partners with an assigned Onboarding Specialist to complete appropriate product agreements, resolutions and setup forms for products sold and follows through with the customer until proper authorization and execution is obtained.
- Follows up to ensure the customer is comfortable and pleased with the products once implemented.
- Prepares written proposals and comparative analysis.
- Responds to customer inquiries and requests in a prompt and courteous manner.
- Meets established sales goals.
- Model and foster behaviors that support the Bank's values and corporate culture creating an atmosphere of trust, cooperation, accountability and dedication to the organization and team.
- Meets with Community Bank Presidents, lenders and bank personnel to increase their knowledge of Treasury Management services to help promote referrals.
- Cross-sells other banking services by partnering with other lines of business.
- Actively participates in industry professional groups and associations when approved by management.
- Utilizes CRM system to track calling activity and management of pipeline.
- Attends department sales meetings and actively participates in activities to improve personal skills, products and the department.
- Accompanies loan officers on joint calls any time there is an opportunity to promote Treasury Management services.
- Prepares proposals in response to Requests for Proposals from Public Entities and businesses and makes presentations as necessary.
- Completes all required compliance exams on a yearly basis.
- Adherence to all First United Policies and Procedures.
- Other duties as assigned by supervisor. EMPLOYEE SPECIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education and Work Experience
- High school diploma or GED required; Bachelor's degree or equivalent experience preferred.
- At least three years banking experience required.
- Two years of Treasury Management Services experience required in any capacity whether sales, onboarding or training.
- Knowledge of financial institution policies and procedures required.
- Knowledge of Treasury Management Services and related areas required. Technical/Functional Competencies
- Exceptional interpersonal skills with ability to work with a variety of people and personality types.
- Strong communication skills both written and verbal.
- Must be self-motivated, work well in a team environment, and have high energy capacity.
- Possesses good presentation skills.
- Demonstrates good judgment and analytical skills. Strong attention to detail
- Possesses a strong sense of customer service.
- Demonstrates dependability through good attendance and adherence to timelines and schedules.
- Proficiency in Microsoft Word, Excel, and PowerPoint applications required
- Willingness to accept additional responsibilities.
- Takes initiative in development and completion of projects. OTHER REQUIREMENTS:
- Travel between First United Bank branches will be required more than 50%.
- Occasional over-night travel may be required.
- Requires a flexible work schedule that will include some evenings, weekends and overtime work. NOTE: This job description is not intended to be all-inclusive. Employee may perform other related duties as assigned by supervisor to meet the ongoing needs of the organization.
-
Sales representative
6 days ago
NebulaTech Central City, United StatesSales Representative (m/f/d) in Field Sales for Central City · We are currently looking for a Sales Representative (m/f/d) in Field Sales for the Würzburg area and surrounding regions. · Is sales your passion? Do you enjoy traveling by car and are you looking for a meaningful job ...
-
Hospice Community Liaison
1 week ago
CompleteOk Oklahoma City, OK, United States Full time*Company Overview**CompleteOK is seeking a (Hospice) Community Liaison to join our growing CompleteOK team in Oklahoma City, Ok This position will work to gain local partnerships for our hospice office located in Oklahoma. If you are energetic, outgoing, with hospice industry kno ...
-
sales manager
14 hours ago
Mathis Home Oklahoma City, OK, United States*Pay:* Commission · *Schedule:* Open and Weekends · *EXAMPLES OF WORK PERFORMED FOR SALES MANAGER:* · * Coach and counsel your sales associates · * meet daily with your sales team · * offer them the advice, support, motivation, or information they need in order to help them meet ...
-
Business Office Associate
3 days ago
CarMax, Inc. Oklahoma City, United States7248 - Oklahoma City E Memorial Rd, Oklahoma City, Oklahoma, 73131 · CarMax, the way your career should be · Provide an iconic customer experience - Summary: · Under general direction from the Business Office Manager, this position is responsible for providing exceptional custome ...
-
Verona Pharma PLC Oklahoma City, United StatesRespiratory Sales Specialist, Oklahoma City, OK (Oklahoma City, OK\/Tulsa, OK)", "description": "Respiratory Sales Specialist, Oklahoma City, OK (Oklahoma City, OK\/Tulsa, OK) · The Company: · Our mission is to improve the health and quality of life for the millions of people aff ...
-
Psychiatry Account Manager
5 days ago
BioSpace, Inc. Oklahoma City, United StatesJob Details · Territory: Oklahoma City West, OK - Psychiatry · Target city for territory is Oklahoma City - will consider candidates who live within 40 miles of territory boundaries with access to a major airport. Territory boundaries include: Oklahoma City, Norman, Lawton & Wi ...
-
Office Representative
4 days ago
Brad Russell - State Farm Agent Warr Acres, United StatesPosition Overview · Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of Office Representative - State Farm Agent Team Member. We seek an energetic professional interested in helping our business grow through value-based conve ...
-
Sales Supt Spec
1 week ago
Tech Providers Oklahoma City, United StatesRole: Sales Supt Spec · Location: Oklahoma City, OK (Hybrid) · Duration: 6+ Months Contract (Good Potential of extension) · Position will be remote 60% of time. Required to be in-office 2 days per week. · Job Description: · Top 5 Must Haves data entry experience, Microsoft applic ...
-
R-10288 Sales Executive Specialist Fiber
1 week ago
AT&T Oklahoma, United StatesJob Description: · Overall Purpose: This role is a dedicated Fiber Based Broadband Acquisition seller to proactively support new fiber building sales opportunities. Key Roles and Responsibilities: Responsible for generating new revenue from customers in buildings where AT&T pre- ...
-
SVP, Revenue Operations
1 week ago
Heartland Payment Systems Oklahoma City, United StatesEvery day, Heartland, a Global Payments Company, makes it possible for millions of people to move money between buyers and sellers using our products and unmatched services. Simply, we create meaningful technology centered experiences that enable our customers to prosper. If you ...
-
office representative
1 week ago
Kenny Smith - State Farm Agent Oklahoma City, OK, United StatesPosition Overview · Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of Office Representative - State Farm Agent Team Member. We seek an energetic professional interested in helping our business grow through value-based conve ...
-
Sr. Key Agronomy Specialist
5 days ago
CHS Inc. Oklahoma City, United States Paid WorkCHS Inc. is a leading global agribusiness owned by farmers, ranchers and cooperatives across the United States that provides grain, food and energy resources to businesses and consumers around the world. We serve agriculture customers and consumers across the United States and ar ...
-
Psychiatry Account Manager
6 days ago
Lundbeck Oklahoma City, United StatesPsychiatry Account Manager - Oklahoma City West, OK · Requisition ID: 5151 · Location: · Oklahoma City, Oklahoma, US · **Territory: Oklahoma City West, OK - Psychiatry** · Target city for territory is Oklahoma City - will consider candidates who live within 40 miles of territory ...
-
General Manager 3
6 days ago
Apria OKLAHOMA CITY, United StatesAt Owens & Minor, we are a critical part of the healthcare process. As a Fortune 500 company with 50+ facilities across the US and 18,000 teammates in over 90 countries, we provide integrated technologies, products and services across the full continuum of care. Customers-and the ...
-
Outside Sales Representative
4 days ago
Securitas Security Services USA, Inc. Oklahoma City, United StatesOutside Sales Representative · Securitas is a globally owned and nationally recognized physical security company focused on helping to make the world a safer place. We are proudly leading the security industry by providing the broadest set of integrated solutions in the market. ...
-
Accounts Receivable Clerk
1 week ago
Idex Corporation Oklahoma City, United StatesJob Information · IDEX Accounts Receivable Clerk in Oklahoma City, Oklahoma · If you're looking for a special place to build or grow your career, you've found it. Whether you're an experienced professional, a recent college graduate or somewhere in between, IDEX is a place where ...
-
LMT Onsrud Oklahoma, United StatesTerritory: Oklahoma/Arkansas · RESPONSIBILITIES: · The Sales and Applications Specialist position is responsible for all LMT Onsrud sales activities and processes required to meet the company sales goals in the assigned Territory. This role requires a strong focus on supporting, ...
-
trauma sales representative
1 week ago
Stryker Oklahoma City, OK, United StatesWhy join Stryker? · We are proud to be named one of the World's Best Workplaces and a Best Workplace for Diversity by Fortune Magazine Learn more about our award-winning organization by visiting · **Stryker** · Position Title: Trauma Sales Representative · **Who we want** · + ** ...
-
Sales Manager II
1 week ago
SCI Shared Resources LLC Oklahoma City, United StatesOur associates celebrate lives. We celebrate our associates. · Consider the possibilities of joining a Great Place to Work · Develops a well-trained sales staff that meets or exceed all sales quotas, increases market share and customer base within established budgetary levels whi ...
-
Optician
6 days ago
Dean McGee Eye Institute Oklahoma City, United StatesJob Duties: · • Greet all patients in a pleasant, timely manner · • Verify the patient's insurance coverage and apply for any authorizations necessary · • Answer the phone in a pleasant, timely manner · • Check all Audix messages and return calls · • Keep the optical shop tidy, ...
Commercial Treasury Management Sales Officer - Oklahoma City, United States - First United Bank
Description
Join Our Team
We have a great team of friendly, talented and inspiring people at First United. As a learning organization, we take pride in offering exciting opportunities for employees to grow and follow their passions. That's one of the many reasons First United has been voted as one of the top places to work in Oklahoma since 2009 Browse this page to find out more about the First United culture and the many benefits of working here. Then, use our "Get Started" section to take your first step to being a part of First United.
The Position
Job Title
Commercial Treasury Management Sales OfficerJob Description
SUMMARY
This position is responsible for generating deposit growth and increasing fee income by developing new business relationships and expanding existing relationships by using a professional and consultative approach to sell treasury management solutions. To achieve a high level of customer satisfaction, revenue, and profitability, this position is expected to stay abreast of current products, policies, technology, industry trends and pricing.
MAJOR DUTIES AND RESPONSIBILITIES (ESSENTIAL FUNCTIONS)
ADDITIONAL DUTIES AND RESPONSIBILITIES
#Ll-AF1
All Locations:
OKC-DowntownIf any applicant is unable to complete an application or respond to a job opening because of a disability, please email us at for assistance.