Arvest Bank · 6 hours ago
Treasury Management & Payment Solutions (TMPS) - Sales Advisor 1
Mission, KS
Full-time
Onsite
Entry Level
$61K/yr - $72K/yr
1+ years expArvest Bank is committed to serving its clients with dedication and integrity. The TMPS Sales Advisor 1 develops new Treasury Management & Payment Solutions business and expands existing relationships with Small Business customers, primarily through virtual environments and independent sales management.
BankingFinanceFinancial Services
Responsibilities
Execute TMPS Sales Strategies: Drive TMPS revenue and achieve sales goals within an assigned segment of bank clients and prospects by executing sales strategies specific to that segment and adhering to the Client Focused Banking (CFB) discipline
Develop & Manage Sales Pipeline: Build and maintain a strong sales pipeline with effective stage progression to meet annual TMPS financial sales goals as is appropriate for the assigned segment
Generate New Business: Identify and pursue new market opportunities through research, independent calling, and referrals. Cross-sell assigned client segment appropriate TMPS products and services to meet their needs
Independent Sales & Process Management: Independently manage the complete sales cycle, from cultivating relationships to closing deals. Leverage internal teams and resources for client onboarding primarily in a virtual environment
Invest in Bank Relationships through Training: Conduct virtual and occasional in-person training for bank and branch associates to enhance their understanding of TMPS products. Drive quality referrals using sales enablement provided materials in alignment with expectations of specific bank markets covered
Financial Optimization Advice: Advise clients on optimizing their financial operations through solutions and process enhancements. Ensure timely follow-up on opportunities in progress and implemented services
Market Intelligence: Develop and maintain strong industry and competitor knowledge. Gather client and market feedback to ensure competitiveness in the assigned client segment, provide insights to Sales Enablement resources and teammates
Continuous Improvement: Engage in training activities with peers and bankers to deepen personal understanding and foster understanding of TMPS products in others, promoting continuous personal and process development
Collaborate with Technical Sales: Partner with TMPS Technical Sales on proposal structuring and fulfillment of technical requirements as needed
Ensure Compliance & Risk Management: 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 adherence to internal procedures and controls; reporting any known violations of compliance policies, laws, or regulations; and reporting any suspicious customer, client, and/or account activity
Qualification
Required
Bachelor's degree in a business-related field (finance, economics, and/or accounting) or equivalent related work experience
1 year of experience in business sales or 2 years of business customer service experience
CFB 4 Commercial Banking Foundations completion or ability to complete within 6 months of hire
General understanding and ability to learn Customer Relationship Management (CRM) system with an emphasis on pipeline management and deal stage progression within 6 months of hire
Relevant military experience is considered for veterans and transitioning service members
Preferred
Strong customer skills, including a desire to meet client needs through sales
Proven track record of sales success
TMPS experience
Appropriate industry certifications such as: Certified Treasury Professional (CTP), Certified Cash Management Professional (CCM), Certified Purchasing Card Professional (CPCP), IOFM Accounts Payable Professional (AP), IOFM Accounts Receivable Professional (AR), Accredited ACH Professional (AAP), and/or National Check Professional (NCP)
Arvest experience
Prior experience with business clients with annual sales less than $1 million
Bilingual skills in Spanish, Chinese and/or French
Benefits
Comprehensive suite of benefits
Full range of health and life, financial, and wellness benefits
Competitive compensation
Benefits packages
Significant professional growth
Excellent benefits package
Company
Arvest Bank
Arvest Bank is a community-based financial institution serving more than 110 communities in Arkansas, Kansas, Missouri and Oklahoma.
5001-10000 employees
Funding
Current Stage
Late StageLeadership Team
M
Matt Machen
President & COO
Y
Yurik Paroubek
Chief Operating Officer
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