Treasury Management Officer

We have a great team of friendly, talented and inspiring people at First United. As a learning organization, we take pride in offering exciting opportunities for employees to grow and follow their passions. That is one of the reasons First United has been voted as one of the top places to work in Oklahoma since 2009!

Treasury Management Officer

This position is responsible for generating deposit growth and increasing fee income by developing new business relationships and expanding existing relationships using a professional and consultative approach to sell treasury management solutions. The role requires staying abreast of current products, policies, technology, industry trends, and pricing to achieve high levels of customer satisfaction, revenue, and profitability.

• Generate leads from referrals and a variety of prospect lists and sources.
• Meet with prospective Treasury Management customers to develop relationships, make consultative presentations, demonstrate products and sell TM products and services that meet the needs of the customer and create efficiencies in their daily operations.
• Work with an assigned Onboarding Specialist to complete product agreements, resolutions and setup forms for products sold and follow through with the customer until proper authorization and execution is obtained.
• Follow up to ensure the customer is comfortable and pleased with the products once implemented.
• Prepare written proposals and comparative analysis.
• Respond to customer inquiries and requests in a prompt and courteous manner.
• Meet established sales goals.
• Model and foster behaviors that support the Bank’s values and corporate culture, creating an atmosphere of trust, cooperation, accountability and dedication to the organization and team.
• Meet with Community Bank Presidents, lenders and bank personnel to increase their knowledge of Treasury Management services and promote referrals.

• Cross‑sell other banking services by partnering with other lines of business.
• Actively participate in industry professional groups and associations when approved by management.
• Utilize the CRM system to track calling activity and manage the pipeline.
• Attend department sales meetings and actively participate in activities to improve personal skills, products and the department.
• Accompany loan officers on joint calls whenever there is an opportunity to promote Treasury Management services.
• Prepare proposals in response to Requests for Proposals from public entities and businesses and make presentations as necessary.
• Complete all required compliance exams on a yearly basis.
• Adhere to all First United policies and procedures.
• Perform other duties as assigned by supervisor.

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• High‑school diploma or GED required; bachelor’s degree or equivalent experience preferred.
• At least three years of banking experience required.
• At least two years of Treasury Management Services experience required in any capacity – sales, onboarding, or training.
• Knowledge of financial institution policies and procedures required.
• Knowledge of Treasury Management Services and related areas required.

• Exceptional interpersonal skills with the ability to work with a variety of people and personality types.
• Strong written and verbal communication skills.
• Self‑motivated, works well in a team environment, and has high energy capacity.
• Good presentation skills.
• Demonstrates good judgment and analytical skills with strong attention to detail.
• Strong sense of customer service.
• Demonstrates dependability through good attendance and adherence to timelines and schedules.
• Proficiency in Microsoft Word, Excel, and PowerPoint applications required.
• Willingness to accept additional…