Treasury Management Advisor II — Strategic Client Solutions

BOK Financial; Houston (TX); On-site; USD 70,000 - 90,000; Full time

Job summary

BOK Financial seeks a Treasury Management Officer II in Houston, Texas, to manage client relationships and drive the sales of treasury management services. The ideal candidate will have a Bachelor's degree and 3-5 years of experience in treasury management product sales. Important skills include excellent communication and cash management product knowledge. This role emphasizes collaboration and continuous learning to provide clients with tailored treasury strategies and solutions.

Qualifications

• 3-5 years' experience in treasury management product sales or equivalent.
• Certified Cash Management (CCM) or Certified Treasury Professional (CTP) preferred.

Responsibilities

• Build and manage professional client relationships.
• Drive new business development and present tailored treasury strategies.
• Support client lifecycle by coordinating deal development and service handoff.

Skills

Excellent interpersonal communication

Market and business expertise

Product delivery systems knowledge

Cash management product knowledge

PC and software application skills

Education

Bachelor's Degree

Job description

BOK Financial seeks a Treasury Management Officer II in Houston, Texas, to manage client relationships and drive the sales of treasury management services. The ideal candidate will have a Bachelor's degree and 3-5 years of experience in treasury management product sales. Important skills include excellent communication and cash management product knowledge. This role emphasizes collaboration and continuous learning to provide clients with tailored treasury strategies and solutions.