Senior Treasury Sales Associate - Dallas

BOK Financial Corporation; Dallas, Northern (TX, KY); On-site; USD 95,000 - 125,000; Full time

Job summary

BOK Financial Corporation in Dallas is seeking a Senior Treasury Sales Associate to join the Treasury Sales team. This role delivers cash management, trade, liquidity and commercial card solutions while supporting Treasury Management Officers and managing a broad portfolio.

You will build client relationships, identify opportunities, and collaborate on proposals, pricing analysis, and profitability modeling to drive revenue and provide exceptional service.

Qualifications

• Bachelor’s degree in Business or related field required.
• 5+ years of banking and Treasury Sales experience or equivalent.
• Advanced knowledge of cash management services and treasury products.
• Strong data reading and trend identification for sales opportunities.
• Excellent risk awareness and communication skills.

Responsibilities

• Manage a precise pipeline of closed and pending Treasury deals.
• Lead consultative conversations to understand client needs.
• Identify new sales opportunities and support sourcing of prospects.
• Monitor progress toward Treasury Sales revenue goals.
• Collaborate with TMOs on proposals, pricing analysis, and profitability modeling.
• Coordinate implementation and ensure smooth client experience post-launch.

Education

Bachelor’s degree in Business or related field

5+ years of banking and Treasury Sales experience

Job description

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Senior Treasury Sales Associate - Dallas

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 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.

Investing in our talent and building a great workplace is a top priority for us.

For more than a century, BOK Financial Corporation has helped fuel the success of clients and communities. Since our humble beginnings in Tulsa, Oklahoma, we’ve grown into a diversified financial services company that serves consumers, small businesses and international corporations—and everything in between.

Facts:

• Operations focused in an eight-state footprint
• 5,000 team members
• $53.2 billion in assets*
• $129.3 billion in assets under management and administration*
• $9.3 million donated to local nonprofits in 2025
• 56,000 volunteer hours by our employees in 2025

Nearest Major Market: Dallas
Nearest Secondary Market: Fort Worth
Job Segment: Bank, Banking, Finance