Jobs · Finance · Oklahoma

Associate Treasury Management Officer

Simmons Bank · Oklahoma City, OK · 1 wk ago
FinanceFull-time

About the role

The Associate Treasury Management Officer (ATMO) is a critical part of the Treasury Management sales team at Simmons Bank. This role is sales-focused in nature and will be aligned to support the revenue producing activities of the Treasury Management Officer (TMO) team.

Essential Duties And Responsibilities

  • Develop a strong TM product background. Understand the full suite of services, how the services are delivered within the bank, and product applicability to client situations and scenarios.
  • Prepare pro-forma pricing and assist with pricing questions and research.
  • Support in TMO pre-call planning, client research, and identifying cross sell opportunities within the territory.
  • Support with creating sales presentations, RFP responses, account schematics, relationship reviews, and other sale-related materials as requested.
  • Analyzes information and apply critical thinking to design and/or execute client solutions.
  • Interacts with internal/external clients to gather or clarify information and/or expand existing client relationships.
  • Articulates recommendations to customers in response to client servicing and product-related inquiries.
  • Aid in managing TM relationships including, but not limited to renewals of limits for RDC and ACH exposure.
  • Assist with management of TM relationships including, but not limited to renewals of limits for RDC and ACH exposure.
  • Other sales or client relationship projects as needed.

Qualifications

  • 2-5 years’ banking (preferably business/commercial) experience.
  • Ability to develop strong working relationships with clients and internal associates.
  • Ability to work independently and be a self-starter.
  • Strong communication skills (written and verbal); ability to effectively transmit, receive, and accurately interpret ideas, information, and needs.
  • Strong time management, organizational and planning skills. Ability to manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation.
  • Accuracy and Attention to Detail – ability to process information with high levels of accuracy.
  • Flexibility and Adaptability; approach change in a positive way and adapt as the needs of the business or sales environment evolves.
  • Business Acumen – Knowledge, insight, and understanding of business concepts. The processes companies use to facilitate the cash conversion cycle and the tools they use to create efficiencies and reduce risk.
  • Customer Experience Management – ensure that customers have a positive experience with the organization and its products and services at every touch point.
  • Education and/or Experience: BS/BA degree or equivalent work experience. Minimum 2-5 years of applicable banking experience. Treasury management experience preferred.
  • Computer Skills: MS Office programs.
  • Certificates, Licenses, Registrations: None.

Skills

  • Communication
  • Time Management
  • Critical Thinking
  • Judgment and Decision Making

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