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Treasury Services Banker II

Company: CrossFirst Bank
Location: Oklahoma City
Posted on: May 15, 2022

Job Description:

The Treasury Services Banker II will increase the Treasury Services Account portfolio while referring prospective business and individual clients to internal business partners. Aggressively market Treasury Services products and deposits through both independent sales calling efforts and networking, as well as following up on leads provided through Commercial Bankers. -

Drive new business development within the Treasury Services area.

Develop client relationship strategies to increase the Bank's market share of Treasury products and services.

Meet or exceed all goals and targets related to the identification and acquisition of new clients.

Structure Treasury solutions to maximize opportunities for the Bank as well as to meet individual client needs.

Manage and ensure favorable relationships with all existing clients.

Provide services, support, coaching and advice to ensure the success of the individual client and, as relevant, their respective client companies.

Collaborate with the Treasury Services team and Business Bankers to ensure accurate implementation of all new accounts and services.

Build trusted relationships and strategic partnerships with business owners and other decision makers. -

Collaborate with internal business partners to analyze, structure and propose Treasury.

Banking solutions for our clients; including pricing based on analysis of client needs, problems or competition.

Ensure the ongoing development of a favorable reputation for the Bank within community served.

Analyze, synthesize and communicate complex data, financial data, and related issues in an accurate, objective and straightforward manner.

Interact with internal and external clients while providing extraordinary service.

Develop and maintain trusted, positive relationships with employees, clients, and vendors. -

Represent the Bank and the Treasury team in a highly professional manner.

Complete job assignments in a professional, timely and efficient manner; organize and prioritize work.

Maintain confidentiality; adhere to CrossFirst Bank policies and procedures; comply with laws, regulations, and industry best practices.

Reliable and predictable attendance.


Advanced knowledge of commercial bank products and services, with an emphasis on treasury management is required.

Demonstrated success as a treasury sales or business development officer in a high performing commercial bank environment is required; familiarity with the local market and region is preferred.

Exhibit strong interpersonal skills with the ability to cultivate long term relationships and influence others internally and externally.

Bachelor's degree or equivalent combination of education and/or work experience.

A Certified Cash Management designation is highly preferred and expected within three years of hire.

CrossFirst Bank is proud to be an Equal Opportunity Employer.


CrossFirst Bank does not accept unsolicited resumes from search firms or agencies. Any resume submitted to any employee of CrossFirst Bank without an authorized search agreement will be considered unsolicited and the property of CrossFirst Bank. We respectfully request no phone calls or emails.

Keywords: CrossFirst Bank, Oklahoma City , Treasury Services Banker II, Accounting, Auditing , Oklahoma City, Oklahoma

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