Treasury Sales Associate - Houston

BOK Financial; Houston (TX); On-site; USD 65,000 - 90,000; Full time

Job summary

BOK Financial is seeking a Treasury Sales Associate in Houston to join the Treasury Management team. You will support Treasury Management Officers, manage a mid-sized portfolio, and help deliver cash management, trade, liquidity, and commercial card solutions.

The role emphasizes evaluating profitability, cross-selling opportunities, client pipeline, and collaboration with TMOs. A bachelor's degree and 3+ years banking/Treasury Sales experience are required.

Qualifications

• Bachelor's degree in Business or related field plus
• 3+ years' banking and Treasury Sales experience or equivalent
• Knowledge of cash management services and related products (Online Access, Remote Deposit, Lockbox, ACH) and pricing/billing processes

Responsibilities

• Assist Treasury Management Officers in evaluating profitability of banking relationships.
• Understand client cash management goals and identify cross-selling opportunities.
• Maintain an accurate deals pipeline and track progress through the sales cycle.
• Collaborate with TMOs to identify customer needs and support prospecting efforts.
• Contribute to client proposals with cost/benefit analysis and pricing insights.
• Coordinate implementation and post-sale follow-up to ensure client satisfaction and accurate billing.
• Serve as a secondary relationship contact, providing ongoing support and inquiries resolution.

Skills

Analytical thinking

Communication skills

Presentation skills

Risk awareness

Time management

Collaboration

Education

Bachelor's degree in Business or related field

Tools

Online Access Service

Remote Deposit

Lockbox

ACH Systems

Job description

Req ID: 78455

Location: Houston -HOUS

Areas of Interest: Treasury Services

Pay Transparency Salary Range: Not Available

Application Deadline: 09/11/2026

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.

Summary

Together, as a Treasury Management team, we partner with clients to provide market insights and best practices in areas such as treasury optimization, fraud mitgation, working capital benchmarking, and emerging industry trends. We help define strategic goals and develop holistic strategies, taking a proactive approach to deliver innovative solutions that meet our clients' evolving needs.

Job Description

The Treasury Sales Associate (TSA) is integral to the Treasury Sales team, providing cash management, trade, liquidity and commercial card solutions. Supporting the Treasury Management Officers (TMOs), the TSA helps in acquiring, expanding, managing, and maintaining Treasury relationships, and with moderate oversight, manages a diverse mid-sized portfolio of moderate complexity.

Team Culture

At BOKF, our treasury services 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 assist Treasury Management Officers in evaluating the profitability of current and potential banking relationships.
• You will understand client cash management goals and recommend cross-selling opportunities using product and competitor knowledge.
• You will maintain an accurate pipeline of deals and track progress throughout the sales cycle.
• You will collaborate with TMOs to identify customer needs and support new prospecting efforts.
• You will contribute to client proposals with cost/benefit analysis, competitive pricing, and profitability modeling.
• You will coordinate implementation and post-sale follow-up to ensure client satisfaction and accurate billing.
• You will serve as a secondary relationship contact, providing ongoing support and resolving client inquiries.

Education & Experience Requirements

This level of knowledge is typically acquired through the completion of a Bachelor's degree in Business or related field, along with 3+ years' relevant banking and Treasury Sales experience, or an equivalent combination of education and experience.

• Working knowledge and understanding of general banking.
• Understanding of cash management services and knowledge of products like Online Access Service, Remote Deposit, Lockbox and ACH Systems, including pricing and billing processes.
• Ability to read and leverage data to identify trends and sales opportunities.
• Understanding of fundamental accounting, finance, and cash management practices.
• Awareness of risk guidelines and ability to manage risk proficiently.
• Ability to prioritize and complete various tasks within assigned deadlines.
• Proficient in verbal and written communication, with strong presentation skills.

BOK Financial Corporation Group

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.