Jobs · Finance · Texas

SVP Treasury Management Sales Officer

Bank OZK · Dallas, TX · 2 wk ago
FinanceFull-time

Job Purpose & Scope

Responsible for the development and retention of Treasury Management business in the assigned territory or specific specialty group within the bank. This role partners with internal associates to provide treasury in a consultative manner while incorporating a keen awareness of risk and a client focused perspective. May be asked to mentor/train new treasury associates.

Essential Job Functions

  • Schedules and completes calls on existing clients and prospects in order to develop new treasury management business and to maintain existing business with our treasury clients.
  • Capable of supporting and consulting the Bank’s most sophisticated and/or complex customers regarding their Treasury Management needs.
  • Prepares and presents treasury reviews and presentations, as appropriate.
  • Manages the documentation required for new and existing treasury clients.
  • Performs timely follow-up on newly implemented treasury services to ensure we meet the client’s needs.
  • Maintains awareness of local competition and market pricing for treasury services.
  • Reviews new product and product enhancement information with internal business partners, as appropriate.
  • Maintains awareness of trends and new developments in the field of treasury management through attendance at trade shows and related seminars.
  • As defined with the business, analyzes, evaluates, and mitigates operational, regulatory, credit, and reputational risk.
  • Maintains relationships with all key clients.
  • Develops and maintains relationships with all key clients.
  • Maintains awareness of local competition and market pricing for treasury services.
  • Reviews new product and product enhancement information with internal business partners, as appropriate.
  • Maintains awareness of trends and new developments in the field of treasury management through attendance at trade shows and related seminars.
  • As defined with the business, analyzes, evaluates, and mitigates operational, regulatory, credit, and reputational risk.
  • Maintains relationships with all key clients.
  • Develops and maintains relationships with all key clients.
  • Maintains awareness of local competition and market pricing for treasury services.
  • Reviews new product and product enhancement information with internal business partners, as appropriate.
  • Maintains awareness of trends and new developments in the field of treasury management through attendance at trade shows and related seminars.
  • As defined with the business, analyzes, evaluates, and mitigates operational, regulatory, credit, and reputational risk.
  • Maintains relationships with all key clients.
  • Develops and maintains relationships with all key clients.
  • Maintains awareness of local competition and market pricing for treasury services.
  • Reviews new product and product enhancement information with internal business partners, as appropriate.
  • Maintains awareness of trends and new developments in the field of treasury management through attendance at trade shows and related seminars.
  • As defined with the business, analyzes, evaluates, and mitigates operational, regulatory, credit, and reputational risk.
  • Maintains relationships with all key clients.
  • Develops and maintains relationships with all key clients.
  • Maintains awareness of local competition and market pricing for treasury services.
  • Reviews new product and product enhancement information with internal business partners, as appropriate.
  • Maintains awareness of trends and new developments in the field of treasury management through attendance at trade shows and related seminars.
  • As defined with the business, analyzes, evaluates, and mitigates operational, regulatory, credit, and reputational risk.
  • Maintains relationships with all key clients.
  • Develops and maintains relationships with all key clients.
  • Maintains awareness of local competition and market pricing for treasury services.
  • Reviews new product and product enhancement information with internal business partners, as appropriate.
  • Maintains awareness of trends and new developments in the field of treasury management through attendance at trade shows and related seminars.
  • As defined with the business, analyzes, evaluates, and mitigates operational, regulatory, credit, and reputational risk.
  • Maintains relationships with all key clients.
  • Develops and maintains relationships with all key clients.
  • Maintains awareness of local competition and market pricing for treasury services.
  • Reviews new product and product enhancement information with internal business partners, as appropriate.
  • Maintains awareness of trends and new developments in the field of treasury management through attendance at trade shows and related seminars.
  • As defined with the business, analyzes, evaluates, and mitigates operational, regulatory, credit, and reputational risk.
  • Maintains relationships with all key clients.
  • Develops and maintains relationships with all key clients.
  • Maintains awareness of local competition and market pricing for treasury services.
  • Reviews new product and product enhancement information with internal business partners, as appropriate.
  • Maintains awareness of trends and new developments in the field of treasury management through attendance at trade shows and related seminars.
  • As defined with the business, analyzes, evaluates, and mitigates operational, regulatory, credit, and reputational risk.
  • Maintains relationships with all key clients.
  • Develops and maintains relationships with all key clients.
  • Maintains awareness of local competition and market pricing for treasury services.
  • Reviews new product and product enhancement information with internal business partners, as appropriate.
  • Maintains awareness of trends and new developments in the field of treasury management through attendance at trade shows and related seminars.
  • As defined with the business, analyzes, evaluates, and mitigates operational, regulatory, credit, and reputational risk.
  • Maintains relationships with all key clients.
  • Develops and maintains relationships with all key clients.
  • Maintains awareness of local competition and market pricing for treasury services.
  • Reviews new product and product enhancement information with internal business partners, as appropriate.
  • Maintains awareness of trends and new developments in the field of treasury management through attendance at trade shows and related seminars.
  • As defined with the business, analyzes, evaluates, and mitigates operational, regulatory, credit, and reputational risk.
  • Maintains relationships with all key clients.
  • Develops and maintains relationships with all key clients.
  • Maintains awareness of local competition and market pricing for treasury services.
  • Reviews new product and product enhancement information with internal business partners, as appropriate.
  • Maintains awareness of trends and new developments in the field of treasury management through attendance at trade shows and related seminars.
  • As defined with the business, analyzes, evaluates, and mitigates operational, regulatory, credit, and reputational risk.
  • Maintains relationships with all key clients.
  • Develops and maintains relationships with all key clients.
  • Maintains awareness of local competition and market pricing for treasury services.
  • Reviews new product and product enhancement information with internal business partners, as appropriate.
  • Maintains awareness of trends and new developments in the field of treasury management through attendance at trade shows and related seminars.
  • As defined with the business, analyzes, evaluates, and mitigates operational, regulatory, credit, and reputational risk.
  • Maintains relationships with all key clients.
  • Develops and maintains relationships with all key clients.
  • Maintains awareness of local competition and market pricing for treasury services.
  • Reviews new product and product enhancement information with internal business partners, as appropriate.
  • Maintains awareness of trends and new developments in the field of treasury management through attendance at trade shows and related seminars.
  • As defined with the business, analyzes, evaluates, and mitigates operational, regulatory, credit, and reputational risk.
  • Maintains relationships with all key clients.
  • Develops and maintains relationships with all key clients.
  • Maintains awareness of local competition and market pricing for treasury services.
  • Reviews new product and product enhancement information with internal business partners, as appropriate.
  • Maintains awareness of trends and new developments in the field of treasury management through attendance at trade shows and related seminars.
  • As defined with the business, analyzes, evaluates, and mitigates operational, regulatory, credit, and reputational risk.
  • Maintains relationships with all key clients.
  • Develops and maintains relationships with all key clients.
  • Maintains awareness of local competition and market pricing for treasury services.
  • Reviews new product and product enhancement information with internal business partners, as appropriate.
  • Maintains awareness of trends and new developments in the field of treasury management through attendance at trade shows and related seminars.
  • As defined with the business, analyzes, evaluates, and mitigates operational, regulatory, credit, and reputational risk.
  • Maintains relationships with all key clients.
  • Develops and maintains relationships with all key clients.
  • Maintains awareness of local competition and market pricing for treasury services.
  • Reviews new product and product enhancement information with internal business partners, as appropriate.
  • Maintains awareness of trends and new developments in the field of treasury management through attendance at trade shows and related seminars.
  • As defined with the business, analyzes, evaluates, and mitigates operational, regulatory, credit, and reputational risk.
  • Maintains relationships with all key clients.
  • Develops and maintains relationships with all key clients.
  • Maintains awareness of local competition and market pricing for treasury services.
  • Reviews new product and product enhancement information with internal business partners, as appropriate.
  • Maintains awareness of trends and new developments in the field of treasury management through attendance at trade shows and related seminars.
  • As defined with the business, analyzes, evaluates, and mitigates operational, regulatory, credit, and reputational risk.
  • Maintains relationships with all key clients.
  • Develops and maintains relationships with all key clients.
  • Maintains awareness of local competition and market pricing for treasury services.
  • Reviews new product and product enhancement information with internal business partners, as appropriate.
  • Maintains awareness of trends and new developments in the field of treasury management through attendance at trade shows and related seminars.
  • As defined with the business, analyzes, evaluates, and mitigates operational, regulatory, credit, and reputational risk.
  • Maintains relationships with all key clients.
  • Develops and maintains relationships with all key clients.
  • Maintains awareness of local competition and market pricing for treasury services.
  • Reviews new product and product enhancement information with internal business partners, as appropriate.
  • Maintains awareness of trends and new developments in the field of treasury management through attendance at trade shows and related seminars.
  • As defined with the business, analyzes, evaluates, and mitigates operational, regulatory, credit, and reputational risk.
  • Maintains relationships with all key clients.
  • Develops and maintains relationships with all key clients.
  • Maintains awareness of local competition and market pricing for treasury services.
  • Reviews new product and product enhancement information with internal business partners, as appropriate.
  • Maintains awareness of trends and new developments in the field of treasury management through attendance at trade shows and related seminars.
  • As defined with the business, analyzes, evaluates, and mitigates operational, regulatory, credit, and reputational risk.
  • Maintains relationships with all key clients.
  • Develops and maintains relationships with all key clients.
  • Maintains awareness of local competition and market pricing for treasury services.
  • Reviews new product and product enhancement information with internal business partners, as appropriate.
  • Maintains awareness of trends and new developments in the field of treasury management through attendance at trade shows and related seminars

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