VP/Treasury Management Sales Officer

Bank OZK • Fayetteville, AR • 1d ago

Job Purpose & Scope

Responsible for the development and retention of Treasury Management in the assigned territory or a specific specialty group within the bank. This role partners with internal associates to provide treasury solutions 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.

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.

Meets with client managers/branches and other business partners to review their key relationships and explore new prospects.

Develops and maintains relationships with all key clients.

Meets with clients through personal calling efforts, referrals, and other contacts to discuss business needs and recommend ways in which the bank can meet their 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.

May mentor/lead other employees.

Performs administrative tasks and duties on a timely basis.

Regularly exercises discretion and sound judgment in the performance of essential job functions.

Maintain good punctuality and attendance to work.

Follow Bank policy, procedure, and guidelines.

Knowledge, Skills & Abilities

Knowledge of treasury management, from either a practitioner's or banker's perspective.

Knowledge of and understanding of clients' businesses and their specific needs.

Ability to interact with all levels in a client environment.

Ability to read/discern people and situations well.

Ability to work effectively both as team player and individual contributor.

Ability to maintain and use effective organizational and time management skills while managing multiple priorities and projects with strong attention to detail.

Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals.

Ability to understand economic, financial, industry, and organizational data to accurately diagnose customers' business strengths, weaknesses, and key issues resulting in sales strategies, plans, and the recommendation of new products and services necessary to meet customer demands.

Ability to write routine reports and correspondence.

Ability to speak effectively before groups of customers or employees of organization.

Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, and percentages.

Ability to apply concepts of basic math, algebra, and geometry.

Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.

Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.

Ability to produce detailed, accurate, thorough, and timely work.

Ability to present and communicate effectively, both in writing and verbally.

Ability to establish and fulfill customer commitments in a timely manner.

Ability to share expertise with others willingly.

Skill in business development with knowledge of selling and closing techniques.

Skill in using a computer and Microsoft Office, including Outlook, Word, Excel, and PowerPoint.

Basic Qualifications

Bachelor's degree or commensurate work experience required.

Minimum of five (5) years of related treasury/finance/banking work experience required.

Minimum of three (3) years of Treasury Management sales or Treasury Management sales support experience required.

Flexibility to travel as needed.

Job Expectations

Job Expectations: O perate customary equipment and technology used in a business environment, with or without accommodation.

Note: This description is not an exhaustive list of all job functions, duties, skills, and job standards required. Other job functions, duties, skills, and standards may be added. Management reserves the right to add or change the job requirements at any time.

HP

EEO Statement

Bank OZK is an equal opportunity employer and gives consideration for employment to qualified applicants without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, disability status, protected veteran status, or any other characteristic protected by federal, state, and local law. Member FDIC.

Similar Jobs

Senior Manager, Finance

Walmart • Bentonville, AR • 3d ago

Finance, Accounting & Banking

Position Summary... What you'll do... About The Team/Position Our team leads the FP&A activities, including planning, forecasting, and month-end close for the Global Tech Organization. Our team provides support to th...

3d ago

Go to Apply

Teller I (TELLE013581)

Centennial Bank • Fayetteville, AR • 3d ago

Finance, Accounting & Banking

This job was posted by https://www.arjoblink.arkansas.gov : For more information, please see: https://www.arjoblink.arkansas.gov/jobs/4577022 The Teller I conducts transactions quickly, accurately, and efficiently while...

3d ago

Go to Apply

Manager, Technology Operations - B2B Payments and Financial Services

Walmart • Bentonville, AR • 5d ago

Finance, Accounting & Banking

Position Summary... Join Walmart's Payments & Financial Services team to lead the expansion of embedded financial products for domestic and international marketplace sellers. Our mission is to build trusted B2B payme...

5d ago

Go to Apply

VP, Finance Platform Support Manager

Synchrony • Bentonville, AR • 1w ago

Finance, Accounting & Banking

Job Description: Role Summary/Purpose: This critical finance role supports the Platform Finance teams primarily focusing on the OnePay portfolio while also providing oversight for additional clients. Collaborating closel...

1w ago

Go to Apply

(USA) Manager, Record to Report - Lease Accounting Center (LAC)

Walmart • Bentonville, AR • 1w ago

Finance, Accounting & Banking

Position Summary... What you'll do... Job Description Walmart's Enterprise Business Services (EBS) is a powerhouse of seven exceptional teams delivering world-class technology solutions and services making a profound imp...

1w ago

Go to Apply

Accounts Payable Specialist

TEKsystems • Bentonville, AR • 1w ago

Finance, Accounting & Banking

Description We're seeking a detail-oriented and customer-focused Accounts Payable Specialist to join our dynamic team. This role is pivotal in ensuring accurate and timely resolution of carrier invoice discrepancies, sup...

1w ago

Go to Apply

Director, Talent Acquisition - Revenue & Marketing

Walmart • Bentonville, AR • 1w ago

Finance, Accounting & Banking

Position Summary... Are you ready to shape the future of talent at the world's largest retailer? As Director, Talent Acquisition - Revenue and Marketing, you'll lead strategic recruiting efforts for some of Walmart's mos...

1w ago

Go to Apply

Accounting Clerk

Robert Half • Rogers, AR • 1w ago

Finance, Accounting & Banking

Description We are looking for a skilled Accounting Clerk to join our team in Rogers, Arkansas. This is a Contract-to-permanent position within the manufacturing industry, offering an excellent opportunity for individual...

1w ago

Go to Apply

Director, Finance - Supply Chain FP&A

Walmart • Bentonville, AR • 1w ago

Finance, Accounting & Banking

Position Summary... The Director, Finance - Supply Chain leads long-term financial planning by collaborating across departments to align corporate goals with financial targets and risk management. This role provides stra...

1w ago

Go to Apply

Senior Manager, Finance - Supply Chain FP&A

Walmart • Bentonville, AR • 1w ago

Finance, Accounting & Banking

Position Summary... Join Walmart as a Senior Manager in the Supply Chain Finance team, where you will lead core financial planning and analysis (FP&A) activities. This includes overseeing the financial close, forecas...

1w ago

Go to Apply

Subscribe to get new jobs sent directly to you
(no charge, cancel anytime)

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.