Location: 502 S Main Mall, Tulsa, OK.

Hours: Monday through Friday 8am to 5pm.

Exempt: Yes

Pay is based on a number of factors including the successful candidate’s job-related knowledge and skills, qualifications, and prior experience. Arvest offers a comprehensive suite of benefits, including a full range of health and life, financial, and wellness benefits. For more information about benefits, please visit here .

Summary:

SUMMARY: Under the direction of the Treasury Management (TM) Regional Sales Manager, the TM Sales Advisor 1 is responsible for marketing and selling primarily the high volume, low sophistication TM products and services to existing and new micro and small business customers. The incumbent acts as a relationship manager on TM matters for customers and monitors market conditions and trends to keep their respective markets competitive. The TM Sales Advisor 1 focuses on sales opportunities that can be obtained primarily via a virtual environment (phone conversation, or web-based video conferencing tool), are of minimal complexity and, have a short sales cycle. The incumbent incorporates a keen awareness of risk and a customer focused perspective. The incumbent is expected to travel, when environmentally appropriate, in their assigned region up to 5% of the time.

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.

1. Execute TM sales strategies in assigned portfolio of bank customers and prospects in efforts to grow TM revenue and achieve sales goals. Follow the Customer Focused Banking (CFB) discipline and approach to sales (which includes pipeline development, pre-call plans, process flows, and working capital), with the established exception pricing policy.

2. Generate new business through identifying market opportunities through cold calls, warm leads and referrals. Drive new sales opportunities by determining customer needs and cross-selling treasury products and services to internal and external customers.

3. Sell primarily via a virtual environment (phone conversation, or web-based video conferencing tool). Perform the end to end sales process independently, from cultivating and maintaining relationships to closing the deal to passing the customer to Risk Management and Operations for onboarding. Assistance and guidance is available from the TM Regional Sales Manager.

4. Engage in training activities with branches and Business Bankers in the assigned region to ensure they understand the TM product set and what a good referral looks like.

5. Focus on selling a high volume of 10-15 TM products that best align to the needs of the micro and small business customer base. These products tend to be more selfserve and have lower sophistication than TM products for larger, more complex customers.

6. Provide advice to customers on how to optimize their financial operations.

7. Perform timely follow-up on newly implemented treasury services to ensure we meet the client's needs. Performs administrative tasks and duties on a timely basis.

8. Work with their TM Regional Sales Manager to provide customer feedback into product management for the assigned customer segment and region.

9. Partner with the branch leadership structure on deposit gathering activities and focus on making new businesses more bankable over time.

10. Develop industry knowledge, including knowledge of competitor offerings.

11. 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 adhere to internal procedures and controls; report any known violations of compliance policy, laws, or regulations and report any suspicious customer and/or account activity.

TEAM ACCOUNTABILITIES:

• Support and uphold the Arvest Mission Statement.
• Uphold the Arvest Code of Ethics and ensure that confidential information is safeguarded.
• Maintain a high level of cooperation and rapport with all associates in order to ensure accurate and efficient operations and service.
• Formulate and communicate new ideas and suggestions that will improve profitability and efficiency for the company’s overall operation.
• Promote professionalism at all times.
  

Responsibilities:

QUALIFICATION REQUIREMENTS:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.

EDUCATION and/or EXPERIENCE:

• Bachelor’s Degree in Finance, Economics, Accounting or Business related field or equivalent relevant experience required.
• 1 year of sales experience required.
• Proven interest or knowledge of the TM discipline required.
• General understanding of building full banking relationships required.
• Ability to complete CFB 4 Foundations within 6 months of hire required.
• Demonstrated knowledge of Excel, Word & PowerPoint required.
• Professional level written and verbal communication skills required.
• Strong analytical and problem solving skills required.
• Strong customer skills including desire to meet customer needs through sales preferred.
• Proven track record of sales success preferred.
• Certified Treasury Professional designation preferred.
• Arvest experience preferred.

OTHER SKILLS AND ABILITIES:

• Must be able to arrive at work on time, work on site and have regular work attendance
• Must be able to work cooperatively with other co-workers regardless of personality, presence or communication style
• Must be able to provide cordial customer service regardless of customer personality, presence or communication style
• Must be able to perform several tasks at once
• Must be able to work in a stressful atmosphere
• Must be able to rotate job tasks
• Must be able to occasionally work overtime
• Must be able to greet others cordially
• Must be able to coordinate multiple and changing priorities
• Must be able to verbally communicate with all other associates
• Must be able to operate telephone, scanner, copier and FAX machines
• Must be able to move from department, division, or bank to department, division or bank to attend meetings
• Must be able to operate personal computer keyboard in order to create reports, schedules and other appropriate documentation

PHYSICAL DEMANDS:

The physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.

While performing the duties of this job, the associate is regularly required to stand, walk, sit, and to talk and hear. The associate must occasionally reach with hands and arms; stoop, kneel, or crouch.

The associate may occasionally be required to lift or move up to 25 pounds.

The associate must be able to travel occasionally by themselves within the US, including overnight, and via automobile and air.

Specific vision abilities required by this job include close, distance and color vision and the ability to adjust focus.

WORK ENVIRONMENT:

The work environment characteristics described here are representative of those an associate encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.

The noise level in the work environment is usually moderate.