Senior Treasury Management Advisor

BOK Financial; Tulsa (OK); On-site; USD 90,000 - 120,000; Full time

Job summary

BOK Financial is seeking a Treasury Management Officer IV to prospect, market, and sell various depository services and treasury management products. The role involves developing new business and managing customer relationships effectively to increase market share.

The ideal candidate will possess a Bachelor's degree and have significant experience in treasury management sales, along with the ability to deliver persuasive communications and analysis. This position offers a chance to work with sophisticated clients to enhance their cash management strategies.

Qualifications

• 8-10 years of experience in treasury management sales/consulting or equivalent experience.
• Certified Cash Management (CCM) or Certified Treasury Professional (CTP) preferred.

Responsibilities

• Develop new business and cross-sell to clients needing cash management products.
• Prepare and recommend market and pricing strategies.
• Coordinate client service support for successful onboarding.

Skills

Cash management analysis

Product delivery systems knowledge

Interpersonal communication

PC and software application skills

Sales within financial services

Education

Bachelor's Degree

Job description

BOK Financial is seeking a Treasury Management Officer IV to prospect, market, and sell various depository services and treasury management products. The role involves developing new business and managing customer relationships effectively to increase market share.

The ideal candidate will possess a Bachelor's degree and have significant experience in treasury management sales, along with the ability to deliver persuasive communications and analysis. This position offers a chance to work with sophisticated clients to enhance their cash management strategies.