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MidFirst Bank · 1 day ago

Commercial Relationship Officer

Oklahoma City, OK

Full-time

Hybrid

Senior Level

5+ years exp

MidFirst Bank is seeking a Commercial Relationship Officer (CRO) to manage new and existing bank relationships by anticipating the needs of commercial clientele. The CRO will focus on producing various commercial bank deposit products and managing a portfolio of commercial deposit clients, while also collaborating with other relationship managers and internal business units.

BankingVenture Capital

Responsibilities

Prospect, produce, and manage a portfolio of commercial deposit clients

Act as primary officer and manager for clients

Act as the lead sales agent for prospects referred by other relationship managers

Refer loan opportunities to the appropriate banker and/or group

Cross-sell and refer traditional treasury management products, private banking and trust services

Meet with commercial clients, listen to their needs and goals and propose recommendations on how they can meet their financial objectives

Maintain consistent communication with clients through outbound calls and personal on-site visits

Develop strong professional relationships with internal and external business units including, but not limited to, commercial services, credit, treasury management, legal

Orchestrate customer and prospect sales calls focusing on a consultative approach to expand business relationships by selling treasury management and other bank services and deposit products

Prepare and present comprehensive sales proposals to customers and prospects

Manage all elements of the sales cycle to include business development, prospect qualification, needs analysis and account opening

Maintain an accurate and up-to-date sales pipeline within the Bank’s customer relationship management system

Keep abreast of industry trends associated with specific types of businesses or deposit clients

Represent the bank at local industry conferences and networking events

Partner with Treasury Management personnel to make certain that new services are established correctly and in a timely manner and to ensure that customer issues are addressed in a professional and responsive manner

Identify product improvements and enhancements by communicating client and prospect needs to Commercial Product Management

Qualification

Commercial banking experienceTreasury management knowledgeSales goal achievementCRM experienceRelationship managementClient service orientationCommunication skillsPresentation skills

Required

Professional, production goal driven individual with a passion for generating profitable banking relationships and taking excellent care of clients

Bachelor's degree

Minimum of 5 years commercial/private banking/treasury management experience (preferred) or demonstrated sales and service experience in compatible industry

A demonstrated track record of meeting sales goals

Demonstrated knowledge of relationship management

Proficiency with email, word processing, and spreadsheet/presentation software required

Ability to travel up to 50% of the time: travel includes markets such as Chicago, Phoenix, Oklahoma City and Denver