Senior Treasury Management Advisor

BOK Financial Corporation; Dallas (TX); On-site; USD 85,000 - 120,000; Full time

Job summary

BOK Financial Corporation is hiring a Treasury Management Officer IV in Dallas. This role involves managing relationships and selling treasury management solutions to clients. The ideal candidate has over 8 years of experience in treasury management and possesses strong sales skills in the banking sector.

Responsibilities include developing new business, preparing sales presentations, and ensuring a seamless client experience from deal initiation to service support. Join a collaborative team that values integrity, innovation, and a commitment to clients.

Qualifications

• 8-10 years of experience in treasury management sales/consulting or equivalent experience.
• Specialized cash management training; Certified Cash Management (CCM) or Certified Treasury Professional (CTP).
• Excellent interpersonal, verbal, and written communication skills.

Responsibilities

• Develop new business and cross-sell to clients needing cash management products.
• Execute sales presentations including profitability analysis.
• Coordinate service support during client onboarding.

Skills

Knowledge of product delivery systems

Banking and cash management products

Excellent communication skills

Sales ability in financial services

Education

Bachelor’s Degree

Tools

PC and software applications

Job description

BOK Financial Corporation is hiring a Treasury Management Officer IV in Dallas. This role involves managing relationships and selling treasury management solutions to clients. The ideal candidate has over 8 years of experience in treasury management and possesses strong sales skills in the banking sector.

Responsibilities include developing new business, preparing sales presentations, and ensuring a seamless client experience from deal initiation to service support. Join a collaborative team that values integrity, innovation, and a commitment to clients.