Treasury Management Relationship Lead

BOK Financial; Dallas (TX); On-site; USD 75,000 - 95,000; Full time

Job summary

BOK Financial in Dallas is seeking a Treasury Management Officer II to enhance client relationships and drive treasury solutions. This role involves building professional client connections, developing tailored strategies, and managing the client lifecycle.

The ideal candidate has a Bachelor's Degree and 3-5 years of treasury management experience, along with strong communication and banking knowledge. The position offers opportunities for significant career development in a robust work environment.

Qualifications

• 3-5 years' experience in treasury management product sales or equivalent education and experience.
• Specialized cash management training; Certified Cash Management (CCM) or Certified Treasury Professional (CTP) preferred.

Responsibilities

• Build and manage professional client relationships to grow the treasury management business.
• Leverage market expertise to engage external stakeholders and drive new business development.
• Develop and present tailored treasury strategies and proposals to achieve portfolio goals.
• Coordinate deal development, onboarding, and service handoff for clients.
• Identify cross-sell opportunities and ensure timely execution.

Skills

Product delivery systems knowledge

Banking and cash management products

PC and software application skills

Interpersonal communication skills

Written communication skills

Education

Bachelor's Degree

Tools

Online banking systems

Job description

BOK Financial in Dallas is seeking a Treasury Management Officer II to enhance client relationships and drive treasury solutions. This role involves building professional client connections, developing tailored strategies, and managing the client lifecycle.

The ideal candidate has a Bachelor's Degree and 3-5 years of treasury management experience, along with strong communication and banking knowledge. The position offers opportunities for significant career development in a robust work environment.