Treasury Management Representative
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
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
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
Perform other job related duties and special projects as
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.
Able to perform external sales calls to new and existing
Able to acquire an understanding of BancFirst Treasury products
Able to acquire an understanding of BancFirst products and
Proficient in Microsoft Office and knowledge of, or the ability
to quickly learn, banking software applications.
Outstanding listening and communication skills both written and
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
Critical thinking skills.
Attendance and punctuality is an essential function of the
PREFERRED SKILLS AND QUALIFICATIONS
Minimum of two years banking experience.
Commercial Client Services and/or Treasury Management
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
Intermittently standing, stooping, bending at the waist,
walking, kneeling or crouching.
Ability to sit and/or stand for long periods of time during the
Long periods of typing and repetitive motion.
Ability to lift and/or move and carry up to 10 pounds.
16 South 9th
Duncan, OK 73533
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.
DiversityOur differences enhance business performance.