Equity Bank · 2 days ago
Treasury Management Officer- OKC (Western)
Oklahoma City, OK
Full-time
Onsite
Senior Level
5+ years expEquity Bank is a full-service community bank based in Wichita, Kansas, with a focus on serving clients in various financial needs. The Treasury Management Officer will drive new sales opportunities, consult with clients on their treasury management needs, and ensure accurate documentation and service level agreements are met.
BankingFinanceFinancial Services
Responsibilities
Drive new sales opportunities by identifying client and prospect treasury management needs through consultative sales and relationship reviews
Consult with clients and prospects on the phone and in person; know their business and anticipate their treasury needs
Ensure SLA’s are met daily and documentation is accurate
Resolve internal and external client issues and provide technical support for clients as needed
Act as liaison for all bank lines of business by providing timely communication regarding product, service and SLA changes/opportunities/challenges
Manage day-to-day ACH, Wire and Remote Deposit limit needs/risk assessment for clients in accordance with policies and procedures
Monitor and drive portfolio growth – both deposit and non-interest income - by reviewing client’s needs on a regular basis
Create, support and oversee annual relationship reviews in partnership with lead officer assigned to account (i.e. Lender, Bank Manager, and/or Market President)
Contribute to the bank’s profitability and growth by achieving goals for fee income, new deposits and growth while controlling expenses
Participate in outside business development opportunities and networking events
Stay abreast of key competitor product/service offerings in target markets, including products, features, pricing and competitive advantages/disadvantages
Provide ongoing product training to bank clients and bank personnel bank wide, including technical support, as needed
Develop full and detailed knowledge of all lines of business. Become a champion for creating opportunities to refer clients to Wealth Management, Private Banking, Mortgage, Consumer and Commercial Lending, Retail accounts, as well as attract deposits
Understanding of credit risk, operational risk and the risk associated with treasury management products and how the risk relates to our customers and the bank
Partner with Treasury Management Analyst to ensure successful completion of all TM documentation and seamless onboarding experience for client
Collaborate with Treasury Services and Deposit Operations regarding product features/benefits and enhancements as necessary to remain competitive in targeted customer and geographic markets
Periodically evaluate product pricing and bundling strategies and make recommendations to Deposit Operations Manager and Treasury Management Director
Develop and implement “share of wallet” and “onboarding” strategies for new and existing small business and commercial clients
Proactively call on existing and new clients to introduce new product initiatives and schedule annual relationship reviews
Actively participate in sales meeting and calling/marketing initiatives
Develop calling/marketing program for “deposit only” clients and partner with other lines of business to execute
Enter all Activities, Appointments, Incidents, etc. into Connect (CRM) for every TM client and bank interaction
Maintain and deliver accurate Treasury Management sales pipeline and closed sales reports on a timely basis through Connect
Support Analyst team and retail partners on Treasury Management expectations for Connect
Qualification
Required
Bachelor's degree
5 or more years
Extensive knowledge of banking industry
Interpersonal skills commensurate with conducting external customer presentations. Excellent presentation, verbal and written communication skills
Excellent customer service and retention skills
Ability to work independently with minimal guidance, takes initiative /self-starter
Time management skills, ability to effectively manage internal/external requests, concerns and problems in a professional and timely manner
Ability to overcome objections
Proactive follow through on issues for resolution
Ability to relate and empathize with others
Proficiency in using Microsoft products; Word, Excel and Power Point
Preferred
Previous Management experience
Bachelor's degree in business, finance or related field
2-5 years of Treasury Management experience
Benefits
Health, Dental & Vision Insurance
Group Life & Long-Term Disability Insurance
Flexible Spending & Health Savings Accounts
Group Cancer Insurance
401(K) Retirement Plan w/Company Match
Generous Vacation & Sick Time
Employee Stock Purchase Plan (ESPP)
Pet Insurance
Retail Banking Benefits
Company
Equity Bank
Equity Bank is a commercial bank that offers financial services.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Brad Elliott
Chairman Of The Board
Recent News
Bizjournals.com Feed (2025-11-12 15:43:17)
2026-01-22
MarketScreener
2026-01-06
2026-01-06
Company data provided by crunchbase