Req ID: 78573

Location: Dallas -DAL

Areas of Interest: Treasury Services, Commercial Card; Relationship Management; Sales

Pay Transparency Salary Range: Not Available

Bonus Type

Formula Based

Summary

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 Treasury Management Officer IV prospects, markets, sells, cross-sells, and implements the Bank's commercial depository services and treasury management and working capital products to customers and prospects. Acts as a liaison between customers and Bank's service departments to support sales implementation and service issues. Manages customer relationships to ensure all needs are addressed. Impacts market share and success in the market. Maintains all aspects of the largest/most profitable customer relationships/portfolios; provides functional guidance to other team members.

(We are open to considering candidates with a range of experience levels, and the role may be aligned accordingly based on qualifications and experience)

How You'll Spend Your Time

• You will develop new business and cross-sell to sophisticated clients needing additional cash management/deposit products and increase customer awareness of alternative products offered by the bank.
• You will develop and execute sales presentations for customers including cost/benefit analysis, service and fee comparisons, written proposals, and profitability analysis.
• You will own end-to-end client experience from deal development to onboarding and client service handoff, along with coordinating service support.
• You will prepare and recommend market, product, and pricing strategies to achieve market share and profitability goals.
• You will assist team members with complex account relationships, and guide less-experienced members of the team in matters relating to policy, practices, procedures and complex treasury management arrangements and systems.

Education & Experience Requirements

This level of knowledge is normally acquired through completion of a Bachelor's Degree and 8-10 years' experience in treasury management sales/consulting or 14-16 years' equivalent experience.

• Extensive and in-depth knowledge of product delivery systems and on-line computer systems
• Comprehensive theoretical and practical knowledge of banking and cash management products
• Extensive knowledge of Bank operations
• Excellent PC and software application skills
• Excellent interpersonal, verbal, and written communication skills
• Specialized cash management training; Certified Cash Management (CCM)/Certified Treasury Professional (CTP)
• Demonstrated capacity to sell products/services within the financial services industry
• Comprehensive knowledge of cash management analysis including cost/benefit analyses, collection and disbursement float analyses.
• Specialized knowledge of specific markets in order to serve defined territories
• Excellent communication skills with the ability to prepare and deliver persuasive oral and written reports and presentations

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.