Treasury Management Officer

About the role

The main purpose of this job is to drive revenue growth through a combination of developing new business and deepening relationships with existing customers. The focus will be to reach goals through in-person sales calling, proposals, marketing and relationship expansion.

Responsibilities

• Develop new business primarily with prospects, as well as existing clients assigned territories
• Maintain a high level of qualified in-person calling activity, completing responses to customer or prospect request for proposal and general sales activity, primarily for new prospective relationships
• Maintain senior level contact with top and high priority customers through various touch points including customer entertainment and outside activities
• Develop territory plans, account strategies, and call plans required to consistently achieve revenue and profit goals
• Cook up and coordinate calling activity with assigned Relationship Manager
• Provide account reviews for assigned top priority customers
• Participate in independent and/or joint calling with product partners; act as the Payments Relationship Manager to ensure a coordinated approach to customer success
• Drive towards and achieve trusted advisor status with partners, customers, and prospects
• Aid in general marketing activity as required for trade shows and other targeted industry events
• Perform other duties as assigned

Requirements

• Strong sales knowledge of treasury service and cash management product
• Strong finance and banking knowledge
• History of exceeding and meeting sales goals and growth targets
• Strong understanding of value propositions related to treasury service applications within corporate treasury functions
• Adept at driving results especially with mid-market and larger commercial organizations and/or specific industries
• Advanced Account Management skills
• Consistent ability to effectively and efficiently resolve customer problems
• Excellent expense management skills
• Pioneering track record within team selling and lead sharing environments
• Willingness to act as subject matter expert (SME) for internal projects and mentor for others within the bank
• Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities
• Ability to maintain a valid driver’s license and meet Commerce Bank’s driving record criteria; ongoing employment may be contingent upon meeting all driving requirements
• Inquisitive, agile and strong team player with excellent written, verbal and interpersonal communication skills
• Ability to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core Values

Skills & Abilities

• Advance level proficiency with Microsoft Word, Excel, Teams and Outlook

Qualifications

• Bachelor’s degree in related field or equivalent combination of education and experience required
• 5+ years financial services experience required
• 3+ years business development or related experience within Treasury Services strongly preferred

Benefits

• Employer sponsored health, dental, and vision insurance
• 401(k)
• Life insurance
• Paid vacation
• Paid personal time
• Career development
• Education assistance
• Voluntary supplemental benefits

Pay

Annual Salary: $136,850.00 - $215,625.00 (Amount based on relevant experience, skills, and competencies.)

Schedule

Full time

Location

3503 NW 63rd Street, Oklahoma City, Oklahoma 73116