Treasury Management Officer
Norman, OK
Apr 2, 2025
Full-time
Full Job Description

On-site Position

Monday-Friday, Full-time

BancFirst Norman

1201 W. Main St.

Norman, OK 73069

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.

Develop new business with a designated portfolio of business prospects and clients

Work with commercial and Relationship Managers to assure that they have maximized depository/treasury management opportunities with their clients and prospects.   This involves joint calls as well as the preparation of sales proposals for those teams

Manage a growing portfolio of treasury management clients

Understand the client's business environments, strategies, and industry to provide the best solution for their situation

Identify potential new business opportunities and provide the appropriate solutions inclusive of deposit accounts, treasury products, online banking and merchant service processing. 

Provide efficient and courteous customer service, cross-marketing products and services to generate new business for the bank when appropriate

Respond to Requests for Proposal (RFP) by assessing customer needs and recommending effective strategies with a cost benefit and risk analysis

Negotiate pricing to optimize profitability of product or service solutions

Manage sales process to include proposal and implementation

Proactively prospect for new business and meet established goals for growth and profitability

Promote sales through frequent client meetings and discussions covering new products, market and industry developments

Carry out the bank's client retention strategies

Participate in sales, service and product training meetings

Represent the bank in community affairs and civic organizations

Keep work area well organized, neat and clean

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

Minimum of 2 years customer relationship management experience with demonstrated success and goal progression, with proven strong working relationships with clients and colleagues

College degree in business, finance or sufficient related work experience

Excellent sales skills as well as strong written, verbal and interpersonal skills to communicate effectively throughout the Bank and with prospects/clients, to represent the Bank positively to the public, and to acquire new business from current clients and prospects

Critical thinking skills, must work well under stress and deadlines

Ability to acquire an understanding of BancFirst Treasury products and services

A high degree of client service

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

Ability to multi-task, organize and prioritize

Work well under stress and deadlines while managing multiple tasks

Critical thinking skills

PREFERRED SKILLS

Cash management/treasury service sales 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.

Hometown service, statewide strength. BancFirst is committed to investing in the future of Oklahoma communities. BancFirst is a $13 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 - BancFirst is an Equal Opportunity employer.

Diversity...Our differences enhance business performance.PDN-9e9509a8-a5a7-449a-8a8f-a642a25f0787
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Treasury Management Officer
BancFirst
Norman, OK
Apr 2, 2025
Full-time
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