Treasury Management Officer IV - Healthcare

BOK Financial; Dallas (TX); On-site; USD 80,000 - 100,000; Full time

Job summary

BOK Financial is seeking a Treasury Management Officer IV to prospect and implement commercial depository and treasury management services. The role requires developing new business and supporting existing customer relationships.

Candidates should have a Bachelor’s Degree and 8-10 years of experience in treasury management sales, along with excellent communication skills. This position contributes significantly to market share in a collaborative and innovative company culture.

Qualifications

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

Responsibilities

• Develop new business and cross-sell cash management products.
• Execute sales presentations including cost/benefit analysis.
• Manage end-to-end client experience from deal development to onboarding.
• Prepare market, product, and pricing strategies.
• Guide team members on policy and procedures.

Skills

Product delivery systems knowledge

Cash management products

Excellent communication skills

Interpersonal skills

PC and software application skills

Education

Bachelor's Degree

Job description

Req ID: 78253

Location: Dallas -DAL

Areas of Interest: Treasury Services

Pay Transparency Salary Range: Not Available

Application Deadline: 07/17/2026

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.

Team Culture

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

Equal Employment Opportunity 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.