Treasury Management Officer IV - HealthcareAreas of Interest: Treasury ServicesPay Transparency Salary Range: Not AvailableApplication Deadline: 07/17/2026Bonus TypeFormula BasedSummaryIf you are interested in a career in Treasury Services with an industry-leading provider of sophisticated financial solutions, you've come to the right place. Our commitment to you is a positive work environment, a deep connection to our communities, and a focus on putting our clients first. We believe no challenge is too big and no opportunity is too small when we work together to build relationships.Job DescriptionThe 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 CultureOur culture thrives on integrity, collaboration, and innovation. We create an environment where team members are empowered to share their perspectives and drive success. 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 TimeYou 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 RequirementsThis 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 systemsComprehensive theoretical and practical knowledge of banking and cash management productsExtensive knowledge of Bank operationsExcellent PC and software application skillsExcellent interpersonal, verbal, and written communication skillsSpecialized cash management training; Certified Cash Management (CCM)/Certified Treasury Professional (CTP)Demonstrated capacity to sell products/services within the financial services industryComprehensive knowledge of cash management analysis including cost/benefit analyses, collection and disbursement float analyses.Specialized knowledge of specific markets in order to serve defined territoriesExcellent communication skills with the ability to prepare and deliver persuasive oral and written reports and presentationsThe companies in BOK Financial Corporation Group are equal opportunity employers. 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, pregnancy status, sexual orientation, genetic information or veteran status.Nearest Major Market: DallasNearest Secondary Market: Fort WorthJob Segment: Bank, Banking, Manager, Consulting, Finance, Management, Technology#J-18808-Ljbffr
We began in 1910 as a regional source of capital for the energy industry; we’ve become one of the strongest, most vibrant financial institutions in the country, fueling economic growth and security across the American Midwest and Southwest. From our roots in Tulsa, Oklahoma, we’ve grown into a leading provider of sophisticated financial solutions to businesses, institutions and individuals across the country.
We are nimble and responsive to changing market and industry conditions, while taking time to build enduring relationships with our clients.
We believe that no financial challenge is too big and no opportunity too small to make an impact. We are guided by our commitment to serving our clients, providing a positive work environment for our employees and making a difference in the communities we serve.