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Treasury Management Representative

Company: BancFirst Corporation
Location: Duncan
Posted on: June 10, 2021

Job Description:

Treasury Management Representative

Duncan, OK

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.

Responsible for the sale and servicing of Treasury Management Products for the market.

Gain adequate product knowledge for all treasury management, merchant services, and credit card products.

Cultivate and service the treasury management portfolio for the market.

Work with new prospects and existing clientele.

Promote and foster productive calling efforts to cross sell to existing and prospective clientele.

Educate staff on strong prospects for all products, including development of sales strategies.

Provide customer support for all products and services.

Assist the Regional Merchant Service Sales Officer on merchant service calls and maintenance.

Maintain treasury management workbooks and service forms to ensure compliance with bank procedures.

Work with CSO and President to budget yearly treasury management, merchant service, and credit card income.

Conduct weekly meetings with Relationship Officers.

Conduct weekly meetings with the Customer Service Representatives to discuss prospects and sales for the week.

Conduct training as necessary on products, selling techniques, sales tracking, and statewide retail campaigns.

Coordinate all statewide retail campaigns at the branch level.

Perform other job related duties and special projects as assigned.

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

Able to perform external sales calls to new and existing clientele.

Able to acquire an understanding of BancFirst Treasury products and services.

Able to acquire an understanding of BancFirst products and services.

Proficient in Microsoft Office and knowledge of, or the ability to quickly learn, banking software applications.

Outstanding listening and communication skills both written and verbal.

Must be able to interact with other offices and departments for accurate resolutions to problems and errors, while continuing to complete job tasks in a timely manner.

Must demonstrate a business professional image and demeanor.

Work well under stress and deadlines while managing multiple tasks.

Critical thinking skills.

Attendance and punctuality is an essential function of the job.

PREFERRED SKILLS AND QUALIFICATIONS

Minimum of two years banking experience.

Commercial Client Services and/or Treasury Management 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, Duncan

16 South 9th

Duncan, OK 73533

HOURS

Full Time

Hometown service, statewide strength. BancFirst is committed to investing in the future of Oklahoma communities. BancFirst is a $10 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/Minority/Female/Disability/Veteran/LGBTQ

DiversityOur differences enhance business performance.

Keywords: BancFirst Corporation, Lawton , Treasury Management Representative, Other , Duncan, Oklahoma

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