Arvest Bank · 1 day ago
Treasury Management & Payment Solutions (TMPS) - Sales Advisor 2
Lawton, OK
Full-time
Onsite
Mid Level
$73K/yr - $86K/yr
3+ years expArvest Bank is a dedicated financial institution committed to serving its clients and communities. The TMPS Sales Advisor 2 develops new TMPS business and expands existing relationships with Business Banking customers, focusing on consultative sales processes and client needs.
BankingFinanceFinancial Services
Hiring Manager
Talia Lambert, aPHR
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
Sales & Process Management: In conjunction with assigned Sales Analyst, manage the complete sales cycle from cultivating relationships to closing deals. Leverage all appropriate internal teams and resources for client pitch and onboarding primarily in a virtual environment with limited in-person calling
Invest in Bank Relationships through Training: Conduct virtual and in-person training and portfolio reviews for Business Banking 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 for proposal structuring and fulfillment of technical requirements as opportunities require
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
3 years of experience in business sales or 2 years of business customer service experience with 1 year of sales experience
CFB 4 Commercial Banking Foundations completion or ability to complete within 6 months of hire
Relevant military experience is considered for veterans and transitioning service members
Preferred
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 commercial clients with annual sales over $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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