Treasury Management Officer IV - Tulsa

Bonus Type

Summary

We engage directly with clients, providing market insights and best practices on areas such as treasury optimization, reducing fraud risk, working capital benchmarking, and industry-leading trends. We define strategic goals and develop holistic strategies, using a proactive approach to deliver cutting-edge solutions that meet our clients’ evolving needs.

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

At BOKF, our treasury services culture thrives on integrity, collaboration, and innovation. We put people first by investing in their potential and helping them build careers that matter. Our dedication to continuous learning keeps us at the forefront of industry trends, enabling us to deliver exceptional solutions for our clients. Join us to be part of an energetic, supportive, and visionary team where your skills are celebrated, and your career can thrive.

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