Senior Treasury Sales Associate - Dallas

BOK Financial; Dallas (TX); On-site; USD 90,000 - 120,000; Full time

Job summary

BOK Financial Corporation Group, based in Dallas, is seeking a Senior Treasury Sales Associate to deliver cash management, trade, liquidity and commercial card solutions. You will support Treasury Management Officers and manage a broad, high‑complexity portfolio with minimal supervision.

The role requires a bachelor’s degree in business or related field and 5+ years in banking and treasury sales, with strong data analysis, risk management, and client communication skills.

Qualifications

• Bachelor's degree in Business or related field is required.
• 5+ years of relevant banking and Treasury Sales experience or equivalent.
• Strong knowledge of general banking and cash management products.

Responsibilities

• Manage a precise pipeline of closed and pending deals throughout the sales cycle.
• Drive consultative conversations to understand client and prospect needs.
• Identify new sales opportunities and support sourcing of prospects.
• Monitor progress toward Treasury Management sales and revenue goals.
• Partner with TMOs on proposals, pricing analysis, and profitability modeling.
• Coordinate implementation and post-launch follow-up for a smooth client experience.

Skills

Treasury Sales

Cash Management

Risk Management

Data Analysis

Client Relationships

Education

Bachelor's degree in Business or related field

Tools

Online Access Service

Remote Deposit

Lockbox

ACH Systems

Job description

Req ID: 78546

Location: Dallas -DAL

Areas of Interest: Treasury Services

Pay Transparency Salary Range: Not Available

Application Deadline: 09/12/2026

BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial®.

Bonus Type: Discretionary

Summary

As the treasury management team, we engage directly with clients, providing market insights and best practices on areas such as treasury optimization, reducing fraud risk, working capital benchmarking, and industry-leading trends. We define strategic goals and develop holistic strategies, using a proactive approach to deliver cutting‑edge solutions that meet our clients’ evolving needs.

Job Description

The Senior Treasury Sales Associate is crucial to the Treasury Sales team, delivering cash management, trade, liquidity and commercial card solutions. Supporting the Treasury Management Officers (TMOs), the Senior TSA helps in acquiring, expanding, managing, and maintaining Treasury relationships, and with comprehensive expertise and limited supervision, handles a broad portfolio with extensive treasury product and depository complexity.

Team Culture

Our team culture thrives on integrity, collaboration, and innovation. We create an environment where team members are empowered to share their perspectives and drive success. Our dedication to continuous learning keeps us at the forefront of industry trends, enabling us to deliver exceptional solutions for our clients. Join us to be part of an energetic, supportive, and visionary team where your skills are celebrated, and your career can thrive.

How You'll Spend Your Time

• You will manage a precise pipeline of closed and pending deals throughout the sales cycle.
• You will drive consultative conversations to understand client and prospect needs.
• You will identify new sales opportunities and support the team in sourcing prospects.
• You will monitor progress toward Treasury Management sales and revenue goals.
• You will partner with TMOs on proposals, pricing analysis, and profitability modeling.
• You will coordinate implementation and follow-up to ensure a smooth client experience and resolve post‑launch needs.

Education & Experience Requirements

This level of knowledge is typically acquired through the completion of a Bachelor's degree in Business or a related field, along with 5+ years' of relevant banking and Treasury Sales experience, or an equivalent combination of education and experience.

• Advanced knowledge and understanding of general banking.
• Advanced cash management services knowledge and in-depth knowledge of products like Online Access Service, Remote Deposit, Lockbox and ACH Systems, including pricing and billing processes.
• Strong ability to read and leverage data to proactively identify trends and sales opportunities.
• Deep understanding of accounting, finance, and cash management practices.
• Proficient in identifying and managing risk.
• Strong ability to prioritize and complete extensive tasks within deadlines.
• Ability to interact with and influence people internally and externally through proficient verbal and written communication and strong presentation skills.

BOK Financial Corporation Group

BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees. With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career!

The companies in BOK Financial Corporation Group are equal opportunity employers. We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, pregnancy status, sexual orientation, genetic information or veteran status.