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Treasury Management Officer IV

4 months ago

Houston, United States BOK Financial Full time

Req ID: 75250 

Location: Houston -HOUS 

Areas of Interest: Treasury Services; Treasury Services, Commercial Card 

Pay Transparency Salary Range: Not Available 

Application Deadline: 08/14/2024

BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial®.

Bonus TypeFormula BasedSummary

If you are interested in a career in Treasury Services with an industry-leading provider of sophisticated financial solutions, you've come to the right place.  Our commitment to you is a positive work environment, a deep connection to our communities, and a focus on putting our clients first.  We believe no challenge is too big and no opportunity is too small when we work together to build relationships.

Job Description

The Treasury Management Officer IV prospects, markets, sells, cross-sells, and implements the Bank’s commercial depository services and treasury management and working capital products to customers and prospects. Acts as a liaison between customers and Bank’s service departments to support sales implementation and service issues. Manages customer relationships to ensure all needs are addressed. Impacts market share and success in the market. Maintains all aspects of the largest/most profitable customer relationships/portfolios; provides functional guidance to other team members.

Team Culture

Our teams are decentralized. We stay in communication with one another to make sure we deliver a consistent message. We learn from one another and draw on each other’s level of experience, no matter what location.

We operate as “One Team” and use the 7 Habits of a Highly Effective Team as a guide. Our team is fun, engaging, and inspiring. We take initiative, focus on the final goal, set priorities, create win-wins, and seek to understand, synergize, and maintain a work-life balance.

You will build relationships and get to know your coworkers in operations and technology and sales, working across multiple lines of business. Our teams work with product managers, analysts, operations, sales, vendors, and the product support team.

How You'll Spend Your Time
  • You will 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.
  • You will develop and execute sales presentations for customers including cost/benefit analysis, service and fee comparisons, written proposals, and profitability analysis.
  • You will own end-to-end client experience from deal development to onboarding and client service handoff, along with coordinating service support.
  • You will prepare and recommend market, product, and pricing strategies to achieve market share and profitability goals.
  • You will 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.
     
Education & Experience 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 or 14-16 years’ equivalent experience.

  • 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
Advertising Source

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  
Apply today and take the first step towards your next career opportunity
 
The companies in BOK Financial Corporation Group are equal opportunity employers.  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.

Please contact recruiting_coordinators@bokf.com with any questions.