TransFund Senior Sales Representative

Date: May 3, 2018

Location: Tulsa, OK, US

Req ID: 45881 

Areas of Interest: Commercial Banking, TransFund Debit Card & Merchant Processing 

Recruiter: Aimee J Schwartz 

Hiring Manager: David N Grossardt 

Job Grade: 09 


At BOK Financial (BOKF), our employees are our most important asset and our growth over the years wouldn’t have been possible without our dedicated and talented work force. We know everyone has specific career goals. It’s what motivates us each day and why we’re invested in working with you.


The TransFund Senior Sales Representative is primarily responsible for prospecting, selling and closing new TransFund and Merchant Services business in assigned sales territory, including financial institutions and merchants, and for developing new territories. Assigned to medium to large size accounts that are the most diverse, complex. Occasionally calls on existing customers to determine level of satisfaction with service and product quality; assists in selling added products. Assists in the training and development of TransFund Sales Representative personnel. Develops product training materials and conducts product training classes.

  1. Identifies and calls on prospective customers; performs needs assessments; makes follow-up calls to assess sales closing probability; prepares proposals (including profitability performance) and negotiates terms; closes sales. Attends all in market trade shows and social functions to build the TransFund brand and develop sales relationships. Contacts prospective alliance partners and works to secure referral relationships. Develops and provides suggestions to enhance the TransFund sales formal proposal.
  2. Communicates with Account Managers, Promotion Specialist, Billing and Operational Personnel, and TransFund Managers to assure effective account coordination and top quality service, handles complex problems which affect customer relations.
  3. Assesses customer need for other BOk products and services (e.g., Co-bank services), and refers business opportunities to the appropriate BOk sales area.
  4. Identifies and reports market trends, actions of competitors, customer needs and desires, and product development/enhancement opportunities.
  5. Maintains working relationships with equipment vendors and service suppliers.

  • Extensive knowledge of TransFund/Merchant Services/EFT products
  • Working knowledge of other banking products and bank operations
  • Advanced knowledge of customer account management
  • Advanced knowledge of sales activities and techniques
  • Excellent verbal and written communication skills
  • Proficient PC and software package skills
  • Excellent organizational skills
  • Excellent interpersonal skills
  • Sales aptitude/self motivated/goal oriented
This level of knowledge is normally acquired through a Bachelor’s Degree, 5-7 years ATM/Merchant systems, and 5-7 years sales experience or 14-16 years of related work experience.


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.





Nearest Major Market: Tulsa
Nearest Secondary Market: Oklahoma

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