Senior Treasury Management Sales & Solutions Lead

BOK Financial Corporation; Tulsa (OK); On-site; USD 120,000 - 170,000; Full time

Job summary

BOK Financial Corporation in Tulsa is seeking a Treasury Management Officer IV to lead client engagement, market treasury solutions, and drive revenue growth with sophisticated cash management and deposit products.

You will manage top-tier relationships from deal development through onboarding, coordinate service teams, and develop pricing strategies to grow market share while mentoring junior staff. This role is based in Tulsa, OK.

Qualifications

• Bachelor’s Degree required; 8–10 years of treasury management sales/consulting experience or 14–16 years of equivalent experience.
• Extensive knowledge of product delivery systems and cash management products.
• Experience with selling/deploying commercial depository services and working capital products.

Responsibilities

• Develop new business and cross-sell to sophisticated clients needing cash management and deposit products.
• Prepare market, product, and pricing strategies to achieve market share and profitability goals.
• Own end-to-end client experience from deal development to onboarding and service handoff.
• Lead sales presentations including cost/benefit analysis and profitability analysis.
• Coordinate with service departments to address client needs and resolve issues.

Education

Bachelor's Degree

Job description

BOK Financial Corporation in Tulsa is seeking a Treasury Management Officer IV to lead client engagement, market treasury solutions, and drive revenue growth with sophisticated cash management and deposit products.

You will manage top-tier relationships from deal development through onboarding, coordinate service teams, and develop pricing strategies to grow market share while mentoring junior staff. This role is based in Tulsa, OK.