Treasury Management Specialist
2 weeks ago
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 banking 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.
Key Responsibilities- 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.
- 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, along with 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.
This level of knowledge is normally acquired through completion of a Bachelor's Degree and 8-10 years' experience in treasury management sales/consulting. The ideal candidate will have 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, and excellent PC and software application skills.
About BOK Financial Corporation GroupBOK 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. 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, pregnancy status, sexual orientation, genetic information or veteran status.
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