Midfirst Bank

Treasury Management Sales Officer

Midfirst Bank • $70K — $95K *
Phoenix, AZ 85032In-Person
Finance & Insurance
Less than 5 years of experience
4 weeks ago
Job Overview by Ladders

Qualifications

  • Bachelor's Degree or equivalent professional experience
  • Minimum 3 years of treasury management sales experience
  • Proven track record of meeting sales goals
  • In-depth knowledge of cash management products and financial management processes
  • Proficient in Word processing, spreadsheet, and presentation software
  • Strong verbal, written, and presentation skills
  • Willingness to travel as necessary

Responsibilities

  • Lead consultative sales calls to enhance relationships with existing and prospective clients
  • Drive the development of new treasury management business while maintaining current client relationships
  • Craft and present detailed sales proposals to prospects and clients
  • Manage the entire sales cycle to meet annual revenue objectives
  • Ensure an accurate sales pipeline is maintained in the CRM system
  • Stay updated on industry trends and represent the bank at conferences
  • Educate clients on treasury management products and their value
  • Collaborate with implementation and commercial services teams for service setup and support
  • Gather client feedback to identify opportunities for product improvements

Benefits

  • Comprehensive health benefits package
  • 401(k) retirement plan with company match
  • Professional development opportunities
  • Flexible work arrangements
  • Generous paid time off policy
Full Job Description
This role is responsible for driving treasury management growth across Arizona by developing new business, expanding existing relationships, and serving as a trusted advisor to clients and internal partners. The position requires a consultative sales approach, strong product knowledge, and close collaboration across relationship management, implementation, and commercial services teams to deliver effective client solutions.

Key Responsibilities
  • Lead consultative sales calls with customers and prospects to extend relationships through treasury management and other bank products and services.
  • Develop new treasury management business while growing and retaining existing client relationships.
  • Prepare and deliver comprehensive sales proposals to customers and prospects.
  • Manage the full sales cycle, including business development, prospect qualification, needs analysis, and closing to achieve annual revenue goals.
  • Maintain an accurate, current sales pipeline in the bank's customer relationship management system.
  • Stay current on industry trends, collaborate with vendors, and represent the bank at local industry conferences and meetings.
  • Serve as a treasury management advisor by education clients on products, pricing, operations, and overall value.
  • Participate in Relationship Manager pipeline meetings and hold regular on-on-one strategy sessions with partners to advance customer and prospect opportunities.
  • Partner with the Implementation Consultant and Commercial Services to ensure new services are set up accurately, on time and with responsive support for client needs.
  • Identify product improvement opportunities by communicating client and prospect feedback to Commercial Product Management.

Required Qualifications
  • Bachelor Degree or equivalent professional experience
  • Minimum of 3 years of treasury management sales experience
  • Demonstrated success meeting sales goals
  • Strong knowledge of cash management products and related business, financial and risk management processes
  • Proficiency with Word processing, spreadsheet, and presentation software
  • Strong verbal, written, and presentation skills
  • Ability to travel, as needed, to perform essential job responsibilities

Preferred Qualifications
  • Familiarity with financial payments software applications
  • CCM or CTP certification


About Midfirst Bank

MidFirst Bank is a privately owned bank in the United States based in Oklahoma City, Oklahoma. Its primary markets include Oklahoma City, Tulsa, western Oklahoma, Denver, Phoenix and Dallas. MidFirst Bank offers personal, commercial, trust, private banking and mortgage banking products and services. MidFirst Bank was founded in 1982 and has more than $20 billion in assets.
Learn more about Midfirst Bank
Size
1,500 employees
Industry
Finance & Insurance
* Ladders Estimates
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