Bank of Oklahoma

Senior Treasury Sales Associate - Dallas

Bank of Oklahoma$95K — $115K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Business or related field
  • 5+ years of banking and Treasury Sales experience
  • Advanced knowledge of cash management services and products
  • Strong data analysis skills to identify sales opportunities
  • Deep understanding of accounting and finance practices
  • Proficient in risk identification and management
  • Excellent verbal and written communication skills

Responsibilities

  • Manage a precise pipeline of closed and pending deals
  • Drive consultative conversations with clients and prospects
  • Identify new sales opportunities and source prospects
  • Monitor progress towards sales and revenue goals
  • Partner with Treasury Management Officers on proposals and pricing
  • Coordinate implementation and follow-up to ensure a smooth client experience

Benefits

  • Industry-leading benefits for physical, financial, and emotional health
  • Excellent training and development programs
  • Commitment to employee empowerment and growth
  • Strong organizational culture recognized with awards
  • Community involvement opportunities
Full Job Description
Req ID: 78546

Location: Dallas -DAL

Areas of Interest: Treasury Services

Pay Transparency Salary Range: Not Available

Application Deadline: 09/12/2026

Bonus Type

Discretionary

Summary

As the treasury management team, we engage directly with clients, providing market insights and best practices on areas such as treasury optimization, reducing fraud risk, working capital benchmarking, and industry-leading trends. We define strategic goals and develop holistic strategies, using a proactive approach to deliver cutting-edge solutions that meet our clients' evolving needs.

Job Description

The Senior Treasury Sales Associate is crucial to the Treasury Sales team, delivering cash management, trade, liquidity and commercial card solutions. Supporting the Treasury Management Officers (TMOs), the Senior TSA helps in acquiring, expanding, managing, and maintaining Treasury relationships, and with comprehensive expertise and limited supervision, handles a broad portfolio with extensive treasury product and depository complexity.

How You'll Spend Your Time

  • You will manage a precise pipeline of closed and pending deals throughout the sales cycle.
  • You will drive consultative conversations to understand client and prospect needs.
  • You will identify new sales opportunities and support the team in sourcing prospects.
  • You will monitor progress toward Treasury Management sales and revenue goals.
  • You will partner with TMOs on proposals, pricing analysis, and profitability modeling.
  • You will coordinate implementation and follow-up to ensure a smooth client experience and resolve post-launch needs.


Education & Experience Requirements

This level of knowledge is typically acquired through the completion of a Bachelor's degree in Business or a related field, along with 5+ years' of relevant banking and Treasury Sales experience, or an equivalent combination of education and experience.
  • Advanced knowledge and understanding of general banking.
  • Advanced cash management services knowledge and in-depth knowledge of products like Online Access Service, Remote Deposit, Lockbox and ACH Systems, including pricing and billing processes.
  • Strong ability to read and leverage data to proactively identify trends and sales opportunities.
  • Deep understanding of accounting, finance, and cash management practices.
  • Proficient in identifying and managing risk.
  • Strong ability to prioritize and complete extensive tasks within deadlines.
  • Ability to interact with and influence people internally and externally through proficient verbal and written communication and strong presentation skills.

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!
Apply today and take the first step towards your next career opportunity!

Top 3 reasons to apply

Investing in our talent and building a great workplace is a top priority for us.
  • Empowered employees
  • Award-winning culture
  • Community commitment


BOK Financial Corporation Group adheres to state specific pay transparency requirements.

In order to be considered for a position with BOK Financial Corporation Group, you must complete the entire application process, which includes answering all prescreening questions and providing your eSignature on or before the application deadline.

Base salary range explanation:

The base salary range represents an average range for this position. Actual offers to be determined based on the candidate's qualifications, skills, experience and education. See job details for salary range and bonus type.

Benefits:

BOK Financial Corporation Group offers industry-leading benefits addressing your complete physical, financial and emotional health.Click here to see our benefits.

About Bank of Oklahoma

Bank of Oklahoma is a regional bank headquartered in Tulsa, Oklahoma. The bank was founded in 1910 and has over 100 branches in Oklahoma, Texas, Kansas, and Missouri. Bank of Oklahoma provides a range of financial services, including personal and business banking, wealth management, and insurance. The bank is committed to supporting the communities it serves and has donated millions of dollars to charitable organizations. Bank of Oklahoma is a subsidiary of BOK Financial Corporation, which is a publicly traded company on the NASDAQ stock exchange.
Learn more about Bank of Oklahoma
Size
5,000 employees
Industry

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