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Manager, Treasury Sales

Dallas, TX, US

Req ID: 49355 

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 Manager, Treasury Sales is primarily responsible for the management of marketing, selling and implementation of the Bank’s commercial depository services and cash management products; responsible for the development of new cash management business, expansion of existing business relationships, and the servicing of customers; manages complex customer relationships to ensure all needs are addressed; monitors market condition/trends and makes product and pricing recommendations to remain competitive in affected markets.

PRINCIPLE DUTIES AND RESPONSIBILITIES:
  1. Manages and directs Treasury Management Officers and Treasury Analyst; determines goals, work priorities and assigns portfolios; interviews and recommends candidates; evaluates, orients, counsels and trains subordinate personnel and recommends associated personnel actions; supervises and develops area personnel to ensure effective maintenance and development of existing account relationships and solicitation of new business thru prospecting.
  2. Directs sales management efforts including providing direction and leadership to sales staff and other officers regarding sales activities; developing marketing strategies of new cash management business, the expansion of existing business relationships, and the servicing of customers in multiple geographic areas; analyzing the effectiveness of programs; recommending changes in policies and procedures to meet goals and objectives: recommending pricing for services to meet business line profitability goals; and negotiating fee arrangements with new and existing customers. Drafts proposals for new policies and procedures. Provides ongoing effective sales/presentation training Sales staff require for success; prepares materials for sales meetings and encourages staff participation which result in increased sales.
  3. Calls on major commercial accounts; top prospect accounts, guides sales team members with complex account relationships, and guides less-experienced member of the sales team in matters relating to policy and complex financial arrangements to develop new relationships with prospective clients, and retain existing business; serves as a resource to banking officers in the areas of marketing, new business development, and servicing; promotes the Bank's services and introduces customers to other departments when a service can be rendered. Significant interaction with the local / regional commercial and other LOB heads in goal-setting and performance management for TS and the commercial lines of business.
  4. Defines annual department objectives; develops operating plan, including budgets and manpower requirements, in compliance with senior management directives for cash management. Develops department programs to comply with organization requirements.


KNOWLEDGE, SKILLS and ABILITIES:
  • Comprehensive knowledge and understanding of banking and cash management products
  • In depth knowledge of product delivery systems and on-line computer systems
  • Extensive knowledge and understanding of sales management techniques
  • Extensive knowledge and understanding of Bank operations
  • Excellent interpersonal, verbal, and written communication skills
  • Excellent leadership ability and team building skills
  • Ability to motivate individuals and groups
  • Good PC and software application skills
This level of knowledge is normally acquired through completion of a Bachelor’s Degree and 8-10 years experience in cash management product sales or equivalent related experience. Specialized cash management training; Certified Cash Management (CCM)/Certified Treasury Professional (CTP) preferred.

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 recruiting_coordinators@bokf.com with any questions. 


TOP 3 REASONS TO APPLY


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


  • Empowered employees
  • Award-winning culture
  • Community commitment



ABOUT BOK FINANCIAL


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.

FACTS:

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



Nearest Major Market: Dallas
Nearest Secondary Market: Fort Worth

Job Segment: Bank, Banking, Manager, Performance Management, Finance, Management, Human Resources

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