Treasury Sales Team Lead - Growth & Strategy

BOK Financial Co.; Houston (TX); On-site; USD 110,000 - 160,000; Full time

Job summary

BOK Financial Corporation Group in Houston seeks a Team Lead, Treasury Sales to coach a Treasury sales team while delivering cash management, trade, liquidity, and commercial card solutions to corporate clients. The role emphasizes talent development, cross-sell opportunities, and compliant, growth-oriented service.

You will manage performance, build client relationships, and align activities with bank policies and risk controls to drive revenue and client satisfaction.

Qualifications

• Bachelor’s degree in Business or related field and 7+ years in banking/Treasury Sales.
• Expert knowledge of general banking and cash management products.
• Ability to read data for trends and sales opportunities.
• Strong communication and presentation skills; risk awareness.

Responsibilities

• Lead, coach, and develop a Treasury sales team, including hiring and performance management.
• Serve as primary escalation point for complex client and sales issues.
• Provide training and resources to drive Treasury sales success.
• Ensure activities align with bank policies, procedures, and compliance.
• Build client relationships and identify Treasury solutions with cross-sell opportunities.
• Drive new business growth through consultative strategies and pipeline management.

Skills

Team leadership

Coaching

Sales leadership

Communication

Data analysis

Project management

Education

Bachelor’s degree in Business or related field

Tools

Online Access Service

Remote Deposit

Lockbox

ACH Systems

Job description

BOK Financial Corporation Group in Houston seeks a Team Lead, Treasury Sales to coach a Treasury sales team while delivering cash management, trade, liquidity, and commercial card solutions to corporate clients. The role emphasizes talent development, cross-sell opportunities, and compliant, growth-oriented service.

You will manage performance, build client relationships, and align activities with bank policies and risk controls to drive revenue and client satisfaction.