Treasury Management Sales Officer

Treasury Management Sales Officer

Are you a relationship-driven professional who thrives on uncovering business opportunities and delivering financial solutions that make an impact? We’re looking for a Treasury Management Sales Officer to grow and manage a portfolio of business clients while championing the delivery of treasury solutions that drive value and efficiency for clients.

What’s in it for you

• A high-impact role with visibility and partnership across commercial banking teams
• A strong referral network within commercial lending and branch management teams
• Opportunity to take ownership of an established client portfolio and grow it further
• Direct involvement in delivering cutting-edge treasury and cash management solutions
• Supportive, community-focused environment with access to resources from a statewide institution
• A culture that fosters learning, collaboration, and continuous career development
• Comprehensive benefits, professional development, and the chance to build lasting client relationships

This role will be responsible for

• Managing and expanding a portfolio of treasury management clients and business depository relationships
• Collaborating with commercial lenders to identify cross-sell opportunities and prepare customized sales proposals
• Leading client-facing meetings, identifying financial needs, and recommending treasury products and deposit services
• Responding to RFPs with strategic proposals, pricing, and risk analysis
• Promoting client retention strategies and driving sales growth through proactive prospecting
• Representing the bank in community and civic events as a trusted ambassador
• Ensuring customer satisfaction through timely support, product implementation, and ongoing service

Expectations will include

• Meeting or exceeding growth targets for new business acquisition and portfolio profitability
• Maintaining a strong understanding of industry trends, market developments, and product knowledge
• Participating in internal sales, service, and product training sessions
• Contributing to the efficiency and professionalism of the team by maintaining a well-organized workspace
• Delivering high standards of communication and client service throughout all interactions
• Preparing documentation, proposals, and onboarding materials as part of the treasury sales process

A qualified candidate will possess the following

• Minimum 2 years of customer relationship management experience with proven success in meeting goals
• College degree in business, finance, or equivalent experience in a financial services environment
• Excellent sales, communication, and interpersonal skills with a natural ability to build client trust
• Strong analytical and critical thinking abilities; comfortable working under deadlines
• Proficiency in Microsoft Office suite; ability to quickly learn banking platforms and tools
• High attention to detail, multitasking ability, and organizational skills
• Preferred: Experience in treasury or cash management sales

Compensation: Willing to compete

Benefits: Yes

Desired Location: Norman, OK

If you’re ready to leverage your relationship skills and financial acumen in a role that contributes directly to business success and client satisfaction, we’d love to hear from you.

*Candidates must be eligible to work in the US as well as meet the qualifications listed above in order to be considered for the Treasury Management Sales Officer job.

Job Id: 17581