Treasury Management Officer IV

BOK Financial; Dallas (TX); On-site; USD 120,000 - 180,000; Full time

Job summary

BOK Financial is seeking a Treasury Management Officer IV to lead sales of commercial depository services, treasury management, and working capital products, strengthening client relationships and cross-functional collaboration.

You will manage top-tier client portfolios, coordinate with service teams, and guide teammates on complex treasury arrangements, with an emphasis on market expansion and profitability.

Qualifications

• Bachelor’s degree required with extensive treasury management sales/consulting experience.
• Certified Cash Management (CCM) or Certified Treasury Professional (CTP) preferred.
• Experience: 8–10 or 14–16 years in related roles, depending on seniority.

Responsibilities

• Develop new business and cross-sell to sophisticated clients needing cash management and deposit products.
• Prepare market, product, and pricing strategies to grow market share and profitability.
• Own end-to-end client experience from deal development to onboarding and service handoff.

Skills

Treasury sales

Cash management

Relationship management

Cross-selling

Client advisory

Education

Bachelor’s Degree

CCM/CTP certification

8–10 years treasury sales/consulting

Job description

Req ID: 78573

Location: Dallas -DAL

Areas of Interest: Treasury Services, Commercial Card; Relationship Management; Sales

Pay Transparency Salary Range: Not Available

Application Deadline: 10/02/2026

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

Formula Based

Summary

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 Treasury Management Officer IV 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. Maintains all aspects of the largest/most profitable customer relationships/portfolios; provides functional guidance to other team members.

(We are open to considering candidates with a range of experience levels, and the role may be aligned accordingly based on qualifications and experience)

Team Culture

At BOKF, our treasury services culture thrives on integrity, collaboration, and innovation. We put people first by investing in their potential and helping them build careers that matter. 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 develop new business and cross-sell to sophisticated clients needing additional cash management/deposit products and increase customer awareness of alternative products offered by the bank.
• You will develop and execute sales presentations for customers including cost/benefit analysis, service and fee comparisons, written proposals, and profitability analysis.
• You will own end-to-end client experience from deal development to onboarding and client service handoff, along with coordinating service support.
• You will prepare and recommend market, product, and pricing strategies to achieve market share and profitability goals.
• You will assist team members with complex account relationships, and guide less-experienced members of the team in matters relating to policy, practices, procedures and complex treasury management arrangements and systems.

Education & Experience Requirements

This level of knowledge is normally acquired through completion of a Bachelor’s Degree and 8-10 years’ experience in treasury management sales/consulting or 14-16 years’ equivalent experience.

• Extensive and in-depth knowledge of product delivery systems and on-line computer systems
• Comprehensive theoretical and practical knowledge of banking and cash management products
• Extensive knowledge of Bank operations
• Excellent PC and software application skills
• Excellent interpersonal, verbal, and written communication skills
• Specialized cash management training; Certified Cash Management (CCM)/Certified Treasury Professional (CTP)
• Demonstrated capacity to sell products/services within the financial services industry
• Comprehensive knowledge of cash management analysis including cost/benefit analyses, collection and disbursement float analyses.
• Specialized knowledge of specific markets in order to serve defined territories
• Excellent communication skills with the ability to prepare and deliver persuasive oral and written reports and presentations

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!

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.