Commercial Relationship Officer

5 days ago

Oklahoma City, United States MidFirst Bank Full time
Description

A Commercial Relationship Officer (CRO) prospects, produces, and manages new and existing bank relationships through anticipating the needs of, and regularly calling on, prospective and existing commercial clientele. This role focuses on the production of various commercial bank deposit products, related services, as well as the management and expansion of those customers contained in the CRO's relationship portfolio.

Production includes relationships prospected and managed directly by the CRO, as well as the production of deposit and treasury management relationships referred to and called upon by the CRO but ultimately managed by other relationship managers.

Deposit products include, but are not limited to all commercial/business, treasury management and card services products.

Duties will include, but are not limited, to the following:

  • Prospect, produce, and manage a portfolio of commercial deposit clients. This includes many types of businesses, their owners and senior executives, such as professional service firms (title companies, 1031 Exchanges, HOA's, medical practitioners, attorneys, CPA's, etc.), non-profit entities, and other commercial clientele.
  • Act as primary officer and manager for clients
  • Act as the lead sales agent for prospects referred by other relationship managers.
  • Refer loan opportunities to the appropriate banker and/or group.
  • Cross-sell and refer traditional treasury management products, private banking and trust services
  • Meet with commercial clients, listen to their needs and goals and propose recommendations on how they can meet their financial objectives.
  • Maintain consistent communication with clients through outbound calls and personal on-site visits.
  • Develop strong professional relationships with internal and external business units including, but not limited to, commercial services, credit, treasury management, legal.
  • Orchestrate customer and prospect sales calls focusing on a consultative approach to expand business relationships by selling treasury management and other bank services and deposit products.
  • Prepare and present comprehensive sales proposals to customers and prospects.
  • Manage all elements of the sales cycle to include business development, prospect qualification, needs analysis and account opening.
  • Maintain an accurate and up-to-date sales pipeline within the Bank's customer relationship management system.
  • Keep abreast of industry trends associated with specific types of businesses or deposit clients. Represent the bank at local industry conferences and networking events.
  • Partner with Treasury Management personnel to make certain that new services are established correctly and in a timely manner and to ensure that customer issues are addressed in a professional and responsive manner.
  • Identify product improvements and enhancements by communicating client and prospect needs to Commercial Product Management.

Requirements:

Professional, production goal driven individual with a passion for generating profitable banking relationships and taking excellent care of clients. Bachelor's degree and a minimum of 5 years commercial/private banking/treasury management experience (preferred) or demonstrated sales and service experience in compatible industry. A demonstrated track record of meeting sales goals and demonstrated knowledge of relationship management. Proficiency with email, word processing, and spreadsheet/presentation software required, CRM experience is beneficial.

Ability to travel up to 50% of the time: travel includes markets such as Chicago, Phoenix, Oklahoma City and Denver

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)

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