Treasury Management Officer at Blue Sky Bank

Tulsa, Oklahoma, United States -

Full Time

Start Date

Immediate

Expiry Date

22 Dec, 25

Salary

0.0

Posted On

23 Sep, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Service Skills, Professionalism, Analytical Skills, Problem-Solving, Communication Skills, Organizational Skills, Attention to Detail, Flexibility, Adaptability, Decision Making, Teamwork, Sales Skills, Treasury Management, Banking Knowledge, Fraud Prevention, Risk Assessment

Industry

Banking

Description

Description Join the Blue Sky Bank Team as a Treasury Management Officer! The Treasury Management Officer (TMO) is responsible for prospecting, establishing and maintaining Banking depository relationships, presenting sales presentations, setting up new treasury management services, and cross-selling to existing clients. What You'll Do Establishes, builds, develops, and maintains professional Banking relationships with clients and prospects who utilize deposit accounts and treasury management services. Develops and presents innovative tailored presentations to key clients and prospects on relevant topics such as Treasury Management Services, Private Banking, IntraFi ICS/ CDARS and Fraud Prevention. Represents treasury management in joint client meetings with Bank officers and lenders. Drives new non-interest deposits and fee income by prospecting new customers and working with existing business customers to add treasury management products and services. Performs and completes treasury/cash management analysis for clients and prospects to uncover needs and challenges, then offers solutions that genuinely address them. Assists with the set-up of new treasury services with clients/prospects. Assists with treasury management annual audits and risk assessment requests. Establishes, builds, develops, and maintains treasury relationships with retail operations, deposit operations, compliance and lending staff. Assists treasury management operations staff with trouble-shooting and general support. Assists across all community and metro markets as needed or requested by management. Travels to branch locations in Oklahoma 2 – 3 times per week or as needed. Meets with existing customers that require additional services, prospects for new customers, and joins lenders at their prospect meetings. Recognizes fraud threats & trends, red flags, scams, phishing, etc. Stays current on applicable Banking regulations and security procedures and practices to prevent fraud or other Bank losses and to comply with regulatory requirements. Performs responsibilities during Bank hours by being physically present in the Bank an average of 40 hours each week based on business needs. Performs other responsibilities as assigned by management. What We're Looking For Education: Associate’s degree or equivalent experience. Bachelor’s degree or equivalent experience preferred. Experience: 3-5 years of banking experience. 1-3 years of Treasury Services experience preferred. Valid driver's license, proof of insurance, qualifying motor vehicle record report, and reliable transportation. Knowledge of Bank products, computer systems, and software applications. Excellent client service skills. High level of professionalism and integrity. Flexible, adaptable, and willingness to continuously learn. Uses appropriate discretion and authority in decision making and makes decisions under pressure. Manages challenging situations appropriately. Works in close proximity to others and/or in a distracting environment. Emotionally able to adapt from a social and sales mindset to one of organization and precision. Strong analytical and problem-solving abilities. Excellent written and verbal communications skills. Ability to work both independently and as part of a team. Exceptional organizational skills, with the ability to prioritize and execute multiple tasks and projects simultaneously. Strong work ethic and attention to detail.

Responsibilities

The Treasury Management Officer is responsible for establishing and maintaining banking relationships, presenting tailored sales presentations, and setting up new treasury management services. They also perform treasury analysis to uncover client needs and assist with audits and risk assessments.