Treasury Management Officer II

Date: Mar 7, 2018

Location: Oklahoma City, OK, US

Req ID: 42161 

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 II 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.


Principal Duties and Responsibilities:

  • Establishes, builds, manages and maintains professional banking relationships with clients/prospects which utilize depository/cash management services.
  • Develops and executes sales presentations for customers/prospects including cost/benefit analyses; service and fee comparisons, written proposals, and profitability analysis.
  • Plans, implements, and evaluates product and service sales to customers, prospects, coordinates with various areas of the Bank which provide various services. 
  • Cross sells all Bank products and services; refers customer/prospects to the appropriate division/department; monitors and ensures appropriate follow up.


Knowledge, Skills, and Abilities:

  • Excellent knowledge of product delivery systems and on-line computer systems
  • Thorough  knowledge of banking and cash management products
  • Excellent knowledge of Bank operations
  • Good PC and software application skills
  • Excellent interpersonal, verbal, and written communication skills
  • 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 with any questions. 

Nearest Major Market: Oklahoma City
Nearest Secondary Market: Oklahoma

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