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.
Incumbent should reside within the Arvest 4 State Operational Footprint (AR, KS, MO, OK) in order to be considered.
Availability is needed Monday through Friday 8:00 am to 5:00 pm with ability to work additional hours as needed.
The story of Arvest is one of commitment started by our founders in 1961, with an intense dedication to focusing on our customers. We will always be active and involved members of the communities we serve, and we will always work to put the needs of our customers and associates first as we continue to fulfill our mission - People helping people find financial solutions for life.
Job Title: TMPS Sales Analyst 2
The Treasury Management & Payment Solutions (TMPS) Sales Analyst 2 supports Arvest's TMPS sales team and Sales Advisors by enabling sales across traditional business Treasury Management, Merchant Acquiring, and Card Payment solutions. They utilize centralized resources, analyze data, and possess TMPS product knowledge. This role creates pricing pro formas, client agreements, proposals, and sales materials.
What You'll Do at Arvest: (Other duties may be assigned.)
Support TMPS Sales Advisors: Customize established templates to create custom sales materials like pricing pro formas, legal agreements, proposals, and pitch books for multiple assigned TMPS Sales Advisors. Success is measured by the financial performance of supported Advisors against their annual sales goals.
Leverage Centralized Teams: Leverage specialized internal teams such as TMPS Sales Enablement, Onboarding, Risk Management, and Technical Sales to maximize efficiency.
Sales Contracts & CFB Discipline: Prepare initial sales contracts for review, adhering to the Client Focused Banking (CFB) discipline in all sales support activities.
Client Onboarding & Installation: Work with TMPS Sales Advisors to coordinate the onboarding, setup, and installation for new TMPS, merchant or card payable products.
Client & Portfolio Analysis: Perform data gathering and analysis to uncover unmet client needs, utilizing templates, navigating risk management or other projects, and established reports or lists for meaningful sales insights.
Develop Custom Client Materials: Create solution reviews, process flows, and account schematics for top clients, including detailed analysis for highly confidential large accounts in alignment with strategic objectives.
Manage Client Interactions: Handle client interactions, onboarding, and service requests traffic virtually and in Sales Advisors' absence. Monitor team group email folders to qualify, process, and distribute client requests, potentially for highly confidential clients.
Initiate & Track Onboarding Activities: Initiate and track client onboarding activities as appropriate in the sales process. Coordinate necessary escalations with Sales Advisors, Technical Sales, and Onboarding.
Facilitate Risk Management: Ensure all policy-required risk management activities are completed on time, including submission of client contracts, portfolio reviews, Automated Clearing House (ACH) Operational Risk Limit Reviews, Remote Deposit Capture (RDC) Policy required monitoring and other risk management projects as requested. Mentor new TMPS Sales Analysts.
Maintain Expert Product Knowledge & Lead RFPs: Develop and maintain expert-level knowledge of all TMPS products and services to enable sales, and coordinate with Sales Advisors to produce final Request For Proposal (RFP)s, including responses, pricing, and executive summaries.
Risk Management and Compliance: 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.
Responsibilities:
Toolbox for Success:
Bachelor's degree in a business-related field (Finance, Economics, Accounting, etc.) or equivalent relevant work experience with banking solutions.
2 years of experience in TMPS Operations or TMPS Sales.
Relevant military experience is considered for veterans and transitioning service members.
Preferred:
Arvest experience.
Prior experience with business and commercial clients.
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 occasionally 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 race, 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.
Grade 14
Pay Range: $25.30 - $31.60 per hour