Treasury Services Banker II

2 weeks ago

Oklahoma City, Oklahoma, United States CrossFirst Bank Full time
About the Role

The Treasury Services Banker II will play a key role in growing the Treasury Services Account portfolio by identifying and acquiring new clients. This individual will be responsible for developing client relationship strategies to increase the Bank's market share of Treasury products and services.

Key Responsibilities
  • Drive New Business Development: Identify and pursue new business opportunities within the Treasury Services area.
  • Develop Client Relationship Strategies: Create and implement plans to increase the Bank's market share of Treasury products and services.
  • Meet or Exceed Goals and Targets: Meet or exceed all goals and targets related to the identification and acquisition of new clients.
  • Structure Treasury Solutions: Develop and implement Treasury solutions to maximize opportunities for the Bank and meet individual client needs.
  • Manage Client Relationships: Manage and ensure favorable relationships with all existing clients.
  • Provide Client Services: Provide services, support, coaching, and advice to ensure the success of individual clients and their respective client companies.
  • Collaborate with the Treasury Services Team: Collaborate with the Treasury Services team and Business Bankers to ensure accurate implementation of all new accounts and services.
  • Build Strategic Partnerships: Build trusted relationships and strategic partnerships with business owners and other decision makers.
  • Collaborate with Internal Business Partners: Collaborate with internal business partners to analyze, structure, and propose Treasury banking solutions for clients.
  • Ensure a Favorable Reputation: Ensure the ongoing development of a favorable reputation for the Bank within the community served.
  • Analyze and Communicate Complex Data: Analyze, synthesize, and communicate complex data, financial data, and related issues in an accurate, objective, and straightforward manner.
  • Provide Extraordinary Service: Interact with internal and external clients while providing extraordinary service.
  • Maintain Trusted Relationships: Develop and maintain trusted, positive relationships with employees, clients, and vendors.
  • Represent the Bank: Represent the Bank and the Treasury team in a highly professional manner.
  • Complete Job Assignments: Complete job assignments in a professional, timely, and efficient manner; organize and prioritize work.
  • Maintain Confidentiality: Maintain confidentiality; adhere to CrossFirst Bank policies and procedures; comply with laws, regulations, and industry best practices.
  • Reliable Attendance: Reliable and predictable on-site attendance.
Qualifications
  • Advanced Knowledge of Commercial Bank Products: Advanced knowledge of commercial bank products and services, with an emphasis on treasury management.
  • Demonstrated Success in Treasury Sales: Demonstrated success as a treasury sales or business development officer in a high-performing commercial bank environment.
  • Strong Interpersonal Skills: Exhibit strong interpersonal skills with the ability to cultivate long-term relationships and influence others internally and externally.
  • Education and/or Work Experience: Bachelor's degree or equivalent combination of education and/or work experience.
  • Certified Cash Management Designation: A Certified Cash Management designation is highly preferred and expected within three years of hire.

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