Senior Treasury Management Specialist

1 week ago


Houston, Texas, United States BOK Financial Full time

Position Overview

The Treasury Management Officer IV is responsible for identifying, marketing, and implementing the Bank's suite of commercial depository services and treasury management solutions. This role serves as a critical link between clients and the Bank's operational teams, ensuring seamless service delivery and addressing any service-related inquiries.

Key Responsibilities
  • Develop and nurture relationships with clients, focusing on their treasury management needs and enhancing their understanding of the Bank's offerings.
  • Conduct comprehensive sales presentations that include detailed cost/benefit analyses, service comparisons, and profitability assessments.
  • Oversee the entire client engagement process, from initial discussions through to onboarding and ongoing service support.
  • Formulate and recommend strategies for market penetration, product positioning, and pricing to meet profitability objectives.
  • Provide mentorship and guidance to junior team members on complex account management and treasury solutions.
Qualifications

This position typically requires a Bachelor's Degree coupled with 8-10 years of experience in treasury management sales or consulting. Ideal candidates will possess:

  • In-depth knowledge of banking operations and cash management products.
  • Strong analytical skills, particularly in cash management analysis and financial assessments.
  • Exceptional communication abilities, both written and verbal, to effectively convey complex information.
  • Proficiency in relevant software applications and online banking systems.
  • Professional certifications such as Certified Cash Management (CCM) or Certified Treasury Professional (CTP) are preferred.
Company Overview

BOK Financial Corporation Group is recognized for its commitment to employee development and fostering a supportive work environment. The organization values the contributions of its employees and promotes a culture of collaboration and excellence.



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