Treasury Management Officer IV

9 hours ago

Houston, Texas, United States BOK Financial Full time
About the Role

We are seeking a highly skilled Treasury Management Officer IV to join our team at BOK Financial Corporation Group. As a key member of our commercial treasury services team, you will be responsible for prospecting, marketing, selling, and implementing the Bank's commercial depository services and treasury management and working capital products to customers and prospects.

You will act as a liaison between customers and Bank's service departments to support sales implementation and service issues, managing customer relationships to ensure all needs are addressed. Your impact will be significant, driving market share and success in the market.

Maintaining all aspects of the largest/most profitable customer relationships/portfolios, you will provide functional guidance to other team members. With a strong focus on delivering exceptional customer experiences, you will be an integral part of our team's success.

Key Responsibilities
  • Develop new business and cross-sell to sophisticated clients needing additional cash management/deposit products, increasing customer awareness of alternative products offered by the bank.
  • Develop and execute sales presentations for customers, including cost/benefit analysis, service and fee comparisons, written proposals, and profitability analysis.
  • Own end-to-end client experience from deal development to onboarding and client service handoff, coordinating service support.
  • Prepare and recommend market, product, and pricing strategies to achieve market share and profitability goals.
  • 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.
Requirements

This role requires a Bachelor's Degree and 8-10 years' experience in treasury management sales/consulting. You will need to possess extensive and in-depth knowledge of product delivery systems and online computer systems, comprehensive theoretical and practical knowledge of banking and cash management products, and extensive knowledge of Bank operations.

Excellent PC and software application skills, excellent interpersonal, verbal, and written communication skills, and specialized cash management training; Certified Cash Management (CCM)/Certified Treasury Professional (CTP) are also essential. You will have demonstrated capacity to sell products/services within the financial services industry and 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 and excellent communication skills with the ability to prepare and deliver persuasive oral and written reports and presentations are also required.

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