Treasury Management Officer II

BOK Financial; Fort Worth (TX); On-site; USD 70,000 - 110,000; Full time

Job summary

An established industry player in financial solutions is seeking a Treasury Management Officer III to enhance customer relationships and drive business growth. This role involves managing complex banking relationships, implementing treasury management services, and developing strategies to meet client needs. The ideal candidate will thrive in a collaborative environment that values integrity and innovation, contributing to a culture of continuous learning. Join a forward-thinking team where your skills will be recognized, and your career can flourish.

Qualifications

• 5-7 years of experience in treasury management product sales.
• Extensive knowledge of banking and cash management products.

Responsibilities

• Establish and manage complex banking relationships with major clients.
• Develop treasury management strategies for customers.

Skills

Treasury Management

Sales Strategy

Customer Relationship Management

Communication Skills

Market Analysis

Education

Bachelor's Degree

Tools

Banking Software

PC Applications

Job description

Req ID:75759

Location:Fort Worth -FTWT

Areas of Interest:Treasury Services

Pay Transparency Salary Range:Not Available

Application Deadline:04/30/2025

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

Formula Based

Summary

If you are interested in a career in Treasury Services with an industry-leading provider of sophisticated financial solutions, you've come to the right place. Our commitment to you is a positive work environment, a deep connection to our communities, and a focus on putting our clients first. We believe no challenge is too big and no opportunity is too small when we work together to build relationships.

Job Description

The Treasury Management Officer III prospects, markets, sells, cross-sells, and implements the Bank's commercial depository services and treasury management and working capital products to customers and prospects. Acts as a liaison between customers and Bank's service departments to support sales implementation and service issues. Manages customer relationships to ensure all needs are addressed. Impacts market share and success in the market.We are looking for talented and driven individuals for this role, open to both Level II and Level III candidates.

Team Culture

Our culture is built on integrity, collaboration, and innovation. We foster an inclusive environment where team members are empowered to share their perspectives and contribute to success. Our commitment to continuous learning keeps us ahead of industry trends, enabling us to deliver top-tier solutions for our clients. Join us to be part of a dynamic, supportive, and forward-thinking team where your skills are valued, and your career can thrive.

How You'll Spend Your Time

• You will establish, build, manage and maintain complex banking relationships with major clients/prospects which utilize treasury management and working capital services. Through extensive business and market expertise, you will meet with external stakeholders of all levels to drive business development.
• You will maintain call plans, call reports, sales reports, and profitability and market analyses, and you will be responsible for meeting individual portfolio and revenue growth goals.
• You will develop treasury management and working capital strategies for current and prospective customers. This includes preparing and presenting sales presentations including cost/benefit analyses, service and fee comparisons, written proposals, and profitability analysis.
• You will prepare and recommend customer, market, product, and pricing strategies to ensure that objectives are met with respect to market share and profitability goals.
• You will own the end-to-end client experience from deal development, to onboarding and client service handoff. You will also coordinate service support for resolution of customer problems/complaints, communicate resolutions to customers, and handle more complex DDA/Deposit processing problems.
• You will identify opportunities to cross sell all Bank products and services; this includes referring customer/prospects to the appropriate division/department; monitoring and ensuring appropriate follow up.
• You will provide advice and guidance to less experienced TMOs on practices and procedures; you may accompany other TMOs during client presentations to provide expertise regarding treasury management services.

Education & Experience Requirements

This level of knowledge is normally acquired through completion of a Bachelor's Degree and 5-7 years' experience in treasury management product sales.

• Extensive knowledge of product delivery systems and on-line computer systems
• Extensive knowledge of banking and cash management products
• Strategic sales cycle knowledge; sales planning, sales approach, and providing solutions selling to large, complex customers
• Excellent knowledge of Bank operations
• Good PC and software application skills
• Excellent interpersonal, verbal, and written communication skills; ability to prospect and network at various levels within a company for complex deals and relationships
• Specialized cash management training; Certified Cash Management (CCM)/Certified Treasury Professional (CTP)

Advertising Source

BOK Financial Corporation Groupis 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!
Apply todayand take the first step towards your next career opportunity!

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.

Please [e-mail] any questions.