Great Plains Bank · 1 week ago
TREASURY MANAGEMENT OFFICER
Administration - Oklahoma City - Oklahoma City, OK 73116
Full-time
Onsite
Entry, Mid Level
2+ years expGreat Plains Bank is seeking a Treasury Management Officer (TMO) located in the Oklahoma City Metro Area. The TMO is responsible for developing new treasury management business, expanding existing commercial depository relationships, and performing consultative sales processes to meet customer payment needs.
BankingFinancial ServicesInsurance
Responsibilities
Assist staff and customers in the enrollment process and onboarding of all TM service which includes ACH, RDC, Wires, Positive Pay, Dynamic Sweeps, Account Analysis, Lockbox, Credit Cards, Merchant Services, Premium Reports, Payroll, ICS/CDARS, and Direct Connect
Process applications, and agreements for TM services mentioned above including verification of account owners and system setup
Assist staff and customers with TM service questions, issues, and research
Process and submit customer issues not able to be resolved to vendor technical support
Participate in all campaigns of TM services and work with Marketing and branch employees on cross-selling TM services. Provide training when necessary
Work with TM vendors for any outside software support systems. Work with IT on all hardware related problems that the bank provides
Must be willing to travel onsite for initial support and to train customer if necessary
Monitor and report to responsible areas on performance, usage, and income/cost on all TM services
Develop an understanding of the competitors’ products and positioning within their assigned market(s)
Travel to and within assigned market(s) to meet internal and external customer needs
Other duties as assigned
Qualification
Required
Bachelor's degree in a related field, such as finance or business administration; or two-four years related experience and/or training
Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists
Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form
Ability to read, analyze, and interpret technical procedures and/or governmental regulations
Ability to write reports, business correspondence, and procedure manuals
Ability to effectively present information and respond to questions from other employees, customers and the general public
Ability to calculate basic math figures and amounts
Ability to apply concepts of basic algebra and geometry
Knowledge of Microsoft Internet Explorer and Microsoft Office software
Ability to lift and carry cash drawers, coin bags, and boxes sometimes weighing as much as 25 pounds
Willingness to travel onsite for initial support and to train customers if necessary
Company
Great Plains Bank
Great Plains Bank offers a great selection of personal and business banking solutions, including savings & checking accounts and loans.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
$32.3M2023-10-20Series Unknown· $12.3M
2018-04-19Debt Financing· $20M
Leadership Team
Barry Schwarz
Chief Financial Officer
Trace Larman
Chief Operating Officer
Recent News
SEC Filings
2023-10-23
SEC
2023-10-23
GlobalFinTechSeries
2022-05-24
Company data provided by crunchbase