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Treasury Sales Associate II

4 months ago

Tulsa, United States BOK Financial Full time

**Job Location:** Tulsa Tulsa OK ****About the Role****

In this fast-paced role youll be responsible for performing sales and marketing activities that support the sales teams efforts to grow the Treasury line of business. Creating, analyzing, and delivering proposals, Request for Proposals (RFPs) and sales presentations are at the heart of your role. Youll work closely with Treasury Management Officers and Commercial Relationship Managers.

****What You Can Expect****

Youll be charged with delivering a great client experience and with helping the sales team win and retain clients. This is a unique role that allows for back office support and analysis as well as client facing opportunities. Doing this job well will position you for a great long-term career in Treasury and within the bank.

**TREASURY OPERATIONS:** You understand cash management products including ACH, EDI, Imaging, Lockbox, Treasury Source/Business Source Remote Corporate Capture, and Controlled Disbursements.

**BANKING ACUMEN:** Your knowledge of banking products and services, as well as accounting and finance principals will be beneficial in solving problems and making recommendations to our clients.

**TECH SAVVY:** You'll need excellent PC skills to use and create spreadsheets and documents and to use BOKF programs and Salesforce.

**RELATIONSHIP BUILDER:** Youll leverage excellent interpersonal skills and a high level of integrity to relate to any audience and build trust.

**COMMUNICATION:** Youll need exceptional verbal and written communication to express yourself clearly and concisely to internal and external clients.

**PROBLEM SOLVER:** You must be a solutions-oriented self-starter to manage a broad range of challenges.

****Education & Experience Requirements****

The required level of knowledge is normally acquired through completion of a Bachelors degree in Business or related degree with 1-2 years of experience in sales or 5-7 years work related experience with 2-3 years in sales related experience.

* Thorough knowledge of cash management technical products, i.e., ACH, EDI, Imaging, Lockbox, Treasury Source/Business Source Remote Corporate Capture, Controlled Disbursements

* Thorough knowledge and understanding of accounting, finance, and cash management principles and practices

* Thorough knowledge of Bank operations

* Strong organizational skills in order to prioritize and complete various time critical and extensive tasks within assigned deadlines

* Excellent presentation skills to develop customized presentations to senior management and high priority customers

* Excellent PC skills using spreadsheet, word processing software, BOKF customized programs

* Excellent interpersonal skills including oral and written communication

**BOK Financial** is a stable and financially strong organization that provides excellent training and development to support building the long term careers of our employees. **With passion, skill and partnership you can make an impact on the success of the bank, our customers and your own career**

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

**BOK Financial is an equal opportunity employer. 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, sexual orientation, genetic information or veteran status.** **Base salary range explanation:**

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

**Benefits:**

BOK Financial offers industry-leading benefits addressing your complete physical, financial and emotional health. Click to see our benefits. **ABOUT BOK FINANCIAL**

BOK Financial is an award-winning $46 billion regional financial services company and one of the top 30 banks in the U.S, based in Tulsa, Oklahoma.

We seek to continually foster and support the principles and values of our company by promoting an environment that is inclusive of the diverse values, opinions, experience, culture and needs of our employees, clients and communities.

FACTS:

* 5,100 employees

* 28 years of financial profitability

* $79+ billion assets under management and administration

* $5.8 million in charitable contributions in 2019 and $86 million since the start of the BOKF Foundation in 1998