Treasury Management Officer IV - Tulsa

BOK Financial; Tulsa (OK); On-site; USD 90,000 - 120,000; Full time

Job summary

BOK Financial is seeking a Treasury Management Officer IV to prospect, market, and sell various depository services and treasury management products. The role involves developing new business and managing customer relationships effectively to increase market share.

The ideal candidate will possess a Bachelor's degree and have significant experience in treasury management sales, along with the ability to deliver persuasive communications and analysis. This position offers a chance to work with sophisticated clients to enhance their cash management strategies.

Qualifications

• 8-10 years of experience in treasury management sales/consulting or equivalent experience.
• Certified Cash Management (CCM) or Certified Treasury Professional (CTP) preferred.

Responsibilities

• Develop new business and cross-sell to clients needing cash management products.
• Prepare and recommend market and pricing strategies.
• Coordinate client service support for successful onboarding.

Skills

Cash management analysis

Product delivery systems knowledge

Interpersonal communication

PC and software application skills

Sales within financial services

Education

Bachelor's Degree

Job description

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‑solds, 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 the Bank's service departments to support sales implementation and service issues, manages customer relationships to ensure all needs are addressed, and impacts market share and success in the market.

Responsibilities

• 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.
• Develop and execute sales presentations for customers, including cost/benefit analysis, service and fee comparisons, written proposals, and profitability analysis.
• Own end‑to‑end client experience from deal development to onboarding and client service handoff, along with coordinating service support.
• Prepare and recommend market, product, and pricing strategies to achieve market share and profitability goals.
• 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.

Qualifications

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

• Extensive and in-depth knowledge of product delivery systems and online 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.

EEO Statement

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.