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Treasury Sales Specialist

2 months ago

Tulsa, Oklahoma, United States BOK Financial Full time
About the Role

In this dynamic position, you will play a crucial role in supporting the sales team's efforts to grow the Treasury line of business. Your key responsibilities will include creating, analyzing, and delivering proposals, Request for Proposals (RFPs), and sales presentations. You will work closely with Treasury Management Officers and Commercial Relationship Managers to drive business growth and client satisfaction.

Key Responsibilities
  • Deliver exceptional client experiences and support the sales team in winning and retaining clients.
  • Develop and maintain in-depth knowledge of cash management products, including ACH, EDI, Imaging, Lockbox, Treasury Source/Business Source Remote Corporate Capture, and Controlled Disbursements.
  • Utilize strong analytical and problem-solving skills to identify business opportunities and develop solutions.
  • Build and maintain strong relationships with clients, colleagues, and stakeholders.
  • Stay up-to-date with industry trends and developments to provide expert advice and guidance to clients.
Requirements
  • Bachelor's degree in Business or related field.
  • 1-2 years of experience in sales or 5-7 years of work-related experience with 2-3 years in sales-related experience.
  • Thorough knowledge of cash management technical products.
  • Strong organizational skills and ability to prioritize tasks.
  • Excellent communication and presentation skills.
About BOK Financial

BOK Financial is a stable and financially strong organization that provides excellent training and development opportunities to support the long-term careers of our employees. We are committed to fostering an inclusive and diverse work environment that values the unique perspectives and experiences of our employees.