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Treasury Management Officer II

Houston, TX, US

Req ID: 50375 

Areas of Interest: Treasury Services 

BOK Financial (BOKF), Headquartered in Tulsa, Oklahoma, BOK Financial Corporation (NASDAQ: BOKF) is a top 25 U.S.-based financial services holding company with operations in ten states – Oklahoma, Texas, Arkansas, Arizona, Colorado, Kansas/Missouri, New Mexico, Nebraska and Wisconsin. The company began more than 100 years ago in Tulsa and has successfully diversified into a variety of industries, businesses and geographies.                  .

The Treasury Management Officer III responsibilities include prospecting, marketing, selling, cross-selling, and implementing the Bank’s commercial depository services and cash management 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; impact market share and success in the market.

  1. Establishes, builds, manages and maintains complex professional banking relationships with major clients/prospects which utilize depository/cash management services; calls on major commercial accounts and prospects to develop new relationships and to promote additional bank services.
  2. Develops and executes sales presentations for customers/prospects including cost/benefit analyses; service and fee comparisons, written proposals, and profitability analysis.
  3. Plans, implements, and evaluates product and service sales to customers, prospects, coordinates with various areas of the Bank which provide various services.
  4. Cross sells all Bank products and services; refers customer/prospects to the appropriate division/department; monitors and ensures appropriate follow up.
  5. Provides advice and guidance to less experienced Sales Consultants on practices and procedures; may accompany other Sales Consultants during client presentations to provide expertise regarding depository/cash management services.
  6. Prepares and provides sales/service management tools for management including call plans, call reports, sales reports, and profitability and market analyses.
  7. Prepares and recommends customer, market, product, and pricing strategies to ensure that objectives are met with respect to market share and profitability goals.
  8. Coordinates service support for resolution of customer problems/complaints with depository/cash management services; communicates resolutions to customers; handles more complex DDA/Deposit processing problems which reoccur or are of magnitude which affect customer relationships.

  • Extensive knowledge of product delivery systems and on-line computer systems
  • Extensive knowledge of banking and cash management products
  • Strategic sales cycle knowledge; sales planning, sales approach, and providing solutions selling to large, complex customers
  • Excellent knowledge of Bank operations
  • Good PC and software application skills
  • Excellent interpersonal, verbal, and written communication skills; ability to prospect and network at various levels within a company for complex deals and relationships
  • Specialized cash management training; Certified Cash Management (CCM)/Certified Treasury Professional (CTP)
This level of knowledge is normally acquired through completion of a Bachelor’s Degree and 5-7 years experience in cash management product sales.

BOK Financial is a stable and financially strong organization that provides excellent training and development to support building the long term careers of our employees. With passion, skill and partnership you can make an impact on the success of the bank, our customers and your own career!

Apply today and take the first step towards your next career opportunity!
BOK Financial is an equal opportunity employer.  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, sexual orientation, genetic information or veteran status.

Attention All Third Party Agencies, Headhunters, and Recruiters
BOK Financial and its Subsidiaries will not accept candidate submission by unsolicited third parties through this site or any company email address. All unsolicited candidates presented to BOK Financial and its Subsidiaries will be considered the property of BOK Financial. BOK Financial and its Subsidiaries will not be responsible for any fees associated with unsolicited candidates, nor will a contractual relationship be formed by the submission. BOK Financial and its Subsidiaries are not obligated and will not under any circumstances pay any fees to said third parties submitting candidates in this manner. BOK Financial and its Subsidiaries only forms contracts with recruiters with whom we have an established business relationship and with whom we have in place a signed agreement. All contact with BOK Financial and its Subsidiaries from third parties must be through our Human Resources Department. Any contact made outside of the BOK Financial Human Resources Department by a third party will cancel any future business relationships between the third party and BOK Financial.

Please contact with any questions. 


Investing in our talent and building a great workplace is a top priority at BOK Financial.

  • Empowered employees
  • Award-winning culture
  • Community commitment


BOK Financial is a regional banking powerhouse and one of the top 25 banks in the U.S. We are based in Tulsa, Oklahoma, and diversified in a variety of industries, businesses, and geographies throughout the U.S.


  • 4,900 employees
  • 27 Years of financial profitability
  • $30+ billion in assets
  • $5.2 million in charitable contributions in 2017

Nearest Major Market: Houston

Job Segment: Manager, Bank, Banking, Management, Finance

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