• Daily interaction with C-Suite level clients and technology teams at major companies for relationship management.• Collaboration with internal bank partners in Commercial Payments to include Commercial Relationship Managers, Commercial Card, Health Care and Treasury teams. • Responsibility for managing an assigned portfolio of 40+ top tier clients in Oklahoma, Arkansas, and Texas markets.• Conduct in-person presentations and annual relationship reviews with portfolio clients.• Cross sell Commercial Payment, Health Care, and Treasury products. • Negotiation of contract renewals & pricing for existing customers.• Create, prepare, & present proposals to existing and prospect accounts.• Responsible for retention and expansion by building relationships with key personnel of assigned or unassigned accounts.• Ensure clients receive the products and services required to meet their business objectives.• Effectively manage the contract renewal process through defined pricing strategy and negotiation.• Responsible for meeting with assigned accounts with a minimum of two on-site account reviews per year • Continuance of education and training as it relates to products, pricing, and services offered, including new product offerings, technical enhancements, and industry changes.

• Provides technical and operational support to a portfolio of Commercial Banking customers for all DDA and Treasury Management Products and Services.• Help customers set their daily cash position and related investment options.• Resolves daily customer issues/concerns and engaging various departments in Treasury Services, Operations, Information Technology, and/or Relationship Managers. • Inputs and tracks all customer initiated operating and system problems via Salesforce Case Management. • Works with Treasury Management Officers and Relationship Managers to support DDA / Treasury Management products and delivery systems; makes joints calls with TMO’s as well as individual customer calling efforts to develop and maintain strong customer relationships.• Proactively contacts existing customers to relate information regarding system changes, enhancements, outages, regulatory changes or any other information that could cause material customer impact.• Participates in the Treasury Management Referral program by identifying cross sale opportunities with existing customers needing additional cash management/DDA products; raises customer awareness of alternative products offered by Treasury Services which would benefit their organization.

• Graduate of Assistant Branch Manager Development program.• Completed all levels of Banker Training within one year.• Seeks opportunities to develop customer relationships and sales opportunities while providing a variety of teller transactions for customer. • Discusses and identifies customer needs; sells a full range of retail products/services, such as deposit accounts, loans, credit cards and safe deposit boxes, to meet or exceed established sales goals to support overall sales objectives.• Resolves a variety of simple to complex walk-in customer problems. • Cross-sell a full range of consumer banking services to existing and potential customers through proactive techniques such as outbound telemarketing calls and utilization of SSI practices.• Identifies other cross-sell opportunities and refers customers and prospects to the Investment Center, Mortgage, Treasury Services, Trust, Commercial Banking, etc.