Treasury Management & Payment Solutions (TMPS) - Sales Advisor 2
Arvest Bank, Lawton, Oklahoma, United States, 73505
Overview
This position will support the Southwest Oklahoma (SWO) market inclusive of all potential TMPS customers regardless of Gross Annual Revenue (GAR) size.
Position is Monday through Friday from 8 am to 5 pm with the ability to work additional hours as needed. Position is based at
4330 NW Cache Rd Lawton, OK . Location is flexible at any Arvest Facility within the SWO bank region and will be determined upon hire. Preferred Experience: The ideal candidate will have current experience within the Treasury Management & Payment Solutions (TMPS) division. 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 www.arvest.com/careers/benefits.
The story of Arvest is one of commitment started by our founders in 1961 with an intense dedication to focusing on our clients. We will always be active and involved members of the communities we serve, and we will always work to put the needs of our clients and associates first as we continue to fulfill our mission – People helping people find financial solutions for life.
Job Title TMPS Sales Advisor 2
The Treasury Management & Payment Solutions (TMPS) Sales Advisor 2 at Arvest develops new TMPS business and expands existing relationships with Business Banking customers. These clients typically have between $1 million and $5 million in annual sales and utilize traditional business Treasury Management, International, Merchant Acquiring, and Card Payment solutions. This role involves a consultative sales process, leveraging expertise in working capital management, payment systems, and fraud risk mitigation. Sales occur via phone, in-person, virtual environments, and email, with a focus on risk awareness and client needs. Frequent travel, up to 50% in assigned bank markets is expected for this role.
What You’ll Do at Arvest (Other duties may be assigned.)
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.
Toolbox for Success
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.
Physical Demands Regular attendance is an essential function of the job. The associate must be able to travel regularly (up to 50% in their assigned bank markets) by themselves within the US, possibly overnight. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.
We offer competitive compensation, benefits packages, and significant professional growth.
Arvest Bank is committed to providing equal opportunity to all persons regardless of ace, color, race-based hairstyles and textures, religion, marital status, sex, sexual orientation, gender identity, pregnancy, age, national origin, disability, veteran status, or any other basis, which now or in the future may be specified by law.
Along with an excellent benefits package, our associates are engaged, rewarded for performance, and encouraged to grow professionally and personally. Our future is driven by our associates. If you want to be recognized for your results and empowered to reach your potential, we urge you to apply.
Compensation Grade 16
Pay Range:
$72,560 - $86,165 per year
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Position is Monday through Friday from 8 am to 5 pm with the ability to work additional hours as needed. Position is based at
4330 NW Cache Rd Lawton, OK . Location is flexible at any Arvest Facility within the SWO bank region and will be determined upon hire. Preferred Experience: The ideal candidate will have current experience within the Treasury Management & Payment Solutions (TMPS) division. 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 www.arvest.com/careers/benefits.
The story of Arvest is one of commitment started by our founders in 1961 with an intense dedication to focusing on our clients. We will always be active and involved members of the communities we serve, and we will always work to put the needs of our clients and associates first as we continue to fulfill our mission – People helping people find financial solutions for life.
Job Title TMPS Sales Advisor 2
The Treasury Management & Payment Solutions (TMPS) Sales Advisor 2 at Arvest develops new TMPS business and expands existing relationships with Business Banking customers. These clients typically have between $1 million and $5 million in annual sales and utilize traditional business Treasury Management, International, Merchant Acquiring, and Card Payment solutions. This role involves a consultative sales process, leveraging expertise in working capital management, payment systems, and fraud risk mitigation. Sales occur via phone, in-person, virtual environments, and email, with a focus on risk awareness and client needs. Frequent travel, up to 50% in assigned bank markets is expected for this role.
What You’ll Do at Arvest (Other duties may be assigned.)
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.
Toolbox for Success
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.
Physical Demands Regular attendance is an essential function of the job. The associate must be able to travel regularly (up to 50% in their assigned bank markets) by themselves within the US, possibly overnight. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.
We offer competitive compensation, benefits packages, and significant professional growth.
Arvest Bank is committed to providing equal opportunity to all persons regardless of ace, color, race-based hairstyles and textures, religion, marital status, sex, sexual orientation, gender identity, pregnancy, age, national origin, disability, veteran status, or any other basis, which now or in the future may be specified by law.
Along with an excellent benefits package, our associates are engaged, rewarded for performance, and encouraged to grow professionally and personally. Our future is driven by our associates. If you want to be recognized for your results and empowered to reach your potential, we urge you to apply.
Compensation Grade 16
Pay Range:
$72,560 - $86,165 per year
#J-18808-Ljbffr