Treasury Management Officer IV

4 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. 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.
Requirements

This level of knowledge is normally acquired through completion of a Bachelor's Degree and 8-10 years' experience in treasury management sales/consulting.

  • 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.
  • Extensive knowledge of Bank operations.
  • Excellent PC and software application skills.
  • Excellent interpersonal, verbal, and written communication skills.
  • Specialized cash management training; Certified Cash Management (CCM)/Certified Treasury Professional (CTP).
  • Demonstrated capacity to sell products/services within the financial services industry.
  • 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.
  • Excellent communication skills with the ability to prepare and deliver persuasive oral and written reports and presentations.
About BOK Financial Corporation Group

BOK 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. With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career



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