Treasury Management Officer III

BOK Financial Corporation; Dallas (TX); On-site; USD 80,000 - 120,000; Full time

Job summary

A leading financial services company is seeking a Treasury Management Officer III to manage client relationships and implement treasury solutions. This role requires strong sales skills and extensive knowledge of banking products. Join a culture of integrity and collaboration, where your contributions make a significant impact.

Qualifications

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

Responsibilities

• Manage complex banking relationships with major clients.
• Develop treasury management strategies for customers.
• Provide advice to less experienced TMOs.

Skills

Communication

Sales Planning

Networking

Education

Bachelor's Degree

Tools

PC Skills

Job description

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Treasury Management Officer III

Areas of Interest: Treasury Services

Pay Transparency Salary Range: Not Available

Application Deadline: 06/08/2025

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.

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 seeking talented and driven individuals for this role, welcoming applications from both Level II and Level III candidates.

Team Culture

Our culture thrives on integrity, collaboration, and innovation. We create an inclusive 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 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 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!
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.

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
• $49.7 billion in assets
• $114.6 billion in assets under management and administration
• $8 million donated to local nonprofits in 2024
• 59,000+ volunteer hours by our employees in 2024

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