Treasury Sales Team Lead – Houston (Growth)

BOK Financial Corporation; Houston, Northern (TX, KY); Hybrid; USD 120,000 - 160,000; Full time

Job summary

BOK Financial Corporation seeks a Team Lead, Treasury Sales - Houston to oversee and perform cash management, trade, liquidity, and commercial card solutions for clients in the Houston area. You will support Treasury Management Officers, manage a diverse portfolio, and lead a team of TSAs to deliver excellent treasury services.

The role emphasizes coaching, pipeline development, and cross-sell opportunities, with a focus on strategic client partnerships and maintaining high standards of

Qualifications

• Bachelor’s degree in Business or related field.
• 7+ years of relevant banking and Treasury Sales experience.
• Strong ability to read and leverage data to identify trends and sales opportunities.

Responsibilities

• Lead, coach, and develop a Treasury sales team including hiring and performance management.
• Serve as the primary escalation point for complex client and sales-related issues.
• Drive Treasury sales growth through pipeline management and revenue-focused initiatives.
• Ensure all team activities align with bank policies, procedures, and compliance requirements.

Skills

Leadership

Coaching

Communication

Team development

Client relationship management

Education

Bachelor’s degree in Business or related field

Tools

Online Access Service

Remote Deposit

Lockbox

ACH Systems

Job description

BOK Financial Corporation seeks a Team Lead, Treasury Sales - Houston to oversee and perform cash management, trade, liquidity, and commercial card solutions for clients in the Houston area. You will support Treasury Management Officers, manage a diverse portfolio, and lead a team of TSAs to deliver excellent treasury services.

The role emphasizes coaching, pipeline development, and cross-sell opportunities, with a focus on strategic client partnerships and maintaining high standards of