Location: Tulsa Downtown - 502 S Main Mall, Tulsa, OK

Hours: Monday through Friday 8am to 5pm.

Preferred Qualifications: 5 years of Treasury Management Operations/Sales and or Consulting experience.

Exempt: Yes

Salary Grade: Grade 16

Summary:

SUMMARY: Under the minimal direction of the Treasury Management (TM) Regional Sales Manager, the TM Sales Advisor 3 is responsible for developing new treasury management business and expanding existing commercial depository relationships. The incumbent is also responsible for performing the consultative sales process by leveraging their expertise around customer working capital management practices, payment systems, and associated products and services to meet the customers’ and prospects’ payment needs. The incumbent incorporates a keen awareness of risk and a customer focused perspective. In addition, the incumbent assists bankers, such as business banking associates, commercial lenders, and commercial bankers, with their TM business development efforts in order to increase the growth of commercial deposit relationships and increase fee income. The TM Sales Advisor 3 handles the moderately complex to the most complex accounts. The incumbent is expected to travel, when environmentally appropriate, in their assigned region up to 50% of the time.

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.

1. Execute TM sales strategies in assigned portfolio of bank customers and prospects in efforts to grow TM revenue and achieve sales goals. Follow the Customer Focused Banking (CFB) discipline and approach to sales (which includes pipeline development, pre-call plans, process flows, and working capital), with the established exception pricing policy.

2. Use strong networking and relationship management skills, as well as business acumen and knowledge of the assigned market, to source new business opportunities and ensure that the opportunities are pursued appropriately. Work with other associates to ensure the customer relationship is maximized.

3. Demonstrate strong business development skills with knowledge of selling and closing techniques.

4. Primarily sell via in person meetings. New customer acquisition and expansion of existing relationships are generated through commercial bankers/loan managers and independent prospecting. Follow up via phone, virtual environment (web-based video conferencing tool) and email. Perform the end to end sales process independently, from cultivating and maintaining relationships to closing the deal to passing the customer to Risk Management and Operations for onboarding. Guidance is available from the TM Regional Sales Manager as needed.

5. Focus on selling a high volume of 25+ TM products that best align to the needs of the commercial customer base. This includes the full suite of TM products, including the most complex and sophisticated products. Perform timely follow-up on newly implemented treasury services to ensure we meet the client's needs.

6. Provide expert advice to customers on how to optimize their financial operations, including in depth insight around process and business optimization.

7. Partner with the bank leadership structure on deposit gathering activities and focus on making businesses more efficient in the management of their working capital.

8. Maintain strong industry knowledge, stay current on competitor offerings, and provide market and competitor feedback to ensure competitiveness.

9. Work with their TM Regional Sales Manager to provide customer feedback into Product Management for the customer segment and region.

10. Engage in mentorship and training activities with bankers and peers in the assigned region (demonstrating a willingness and ability to share expertise with others) to ensure they understand the TM product set and what a good referral looks like.

11. Understand and comply with bank policy, laws, regulations, and the bank's BSA/AML Program, as applicable to your job duties. This includes but is not limited to; complete compliance training and adhere to internal procedures and controls; report any known violations of compliance policy, laws, or regulations and report any suspicious customer and/or account activity.

TEAM ACCOUNTABILITIES:

• Support and uphold the Arvest Mission Statement.
• Uphold the Arvest Code of Ethics and ensure that confidential information is safeguarded.
• Maintain a high level of cooperation and rapport with all associates in order to ensure accurate and efficient operations and service.
• Formulate and communicate new ideas and suggestions that will improve profitability and efficiency for the company’s overall operation.
• Promote professionalism at all times.
  

Responsibilities:

QUALIFICATION REQUIREMENTS:

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 qualified individuals with disabilities to perform the essential functions.

EDUCATION and/or EXPERIENCE:

• Bachelor’s Degree in Business related field (Finance, Economics and/or Accounting) or equivalent related experience required.
• 5 years of sales experience required.
• Proven interest or knowledge of the TM discipline required.
• Proven track record of sales success required.
• Proven ability to build full banking relationships required.
• Ability to complete CFB 4 Foundations within 6 months of hire required.
• Strong customer skills including desire to meet customer needs through sales required.
• Demonstrated knowledge of Excel, Word & PowerPoint required.
• Professional level written and verbal communication skills required.
• Strong analytical and problem solving skills required.
• Certified Treasury Professional (CTP) designation preferred.
• Arvest experience preferred.

OTHER SKILLS AND ABILITIES:

• Must be able to arrive at work on time, work on site and have regular work attendance
• Must be able to work cooperatively with other co-workers regardless of personality, presence or communication style
• Must be able to provide cordial customer service regardless of customer personality, presence or communication style
• Must be able to perform several tasks at once
• Must be able to work in a stressful atmosphere
• Must be able to rotate job tasks
• Must be able to greet others cordially
• Must be able to coordinate multiple and changing priorities
• Must be able to verbally communicate with all other associates
• Must be able to operate telephone, scanner, copier and FAX machines
• Must be able to occasionally work outside of normal business hours.
• Must be able to move from department, division, or bank to department, division, or bank to attend meetings
• Must be able to operate personal computer keyboard in order to create reports, schedules and other appropriate documentation

PHYSICAL DEMANDS:

The physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.

While performing the duties of this job, the associate is regularly required to stand, walk, sit, and to talk and hear. The associate must occasionally reach with hands and arms; stoop, kneel, or crouch.

The associate may occasionally be required to lift or move up to 25 pounds.

The associate must be able to travel frequently by themselves within the US, including overnight, and via automobile and air.

Specific vision abilities required by this job include close, distance and color vision and the ability to adjust focus.

WORK ENVIRONMENT:

The work environment characteristics described here are representative of those an associate encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.

The noise level in the work environment is usually moderate.