Treasury Management Officer II - Houston
BOK Financial Corporation, Houston, TX, United States
Treasury Management Officer II - Houston
Houston, TX, US, 77001
Location:
Houston -HOUS
Areas of Interest:
Commercial Banking; Commercial Banking, Business Banking; Commissioned Sales
Pay Transparency Salary Range:
Not Available
Application Deadline:
05/22/2026
BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial®.
Bonus Type
Formula Based
Summary
As the treasury management team, 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 II 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.
Team Culture
Our 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 Time
You will build and manage professional client relationships to grow treasury management and working capital business.
You will leverage market and business expertise to engage external stakeholders and drive new business development.
You will develop and present tailored treasury strategies, proposals, and profitability analyses to achieve portfolio and revenue goals.
You will support the full client lifecycle by coordinating deal development, onboarding, service handoff, and resolution of complex issues.
You will identify cross‑sell opportunities and partner with internal teams to ensure timely follow‑up and execution.
Education & Experience Requirements
This level of knowledge is normally acquired through completion of a Bachelor’s Degree and 3-5 years’ experience in treasury management product sales or equivalent combination of education and experience.
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
The 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.
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Houston, TX, US, 77001
Location:
Houston -HOUS
Areas of Interest:
Commercial Banking; Commercial Banking, Business Banking; Commissioned Sales
Pay Transparency Salary Range:
Not Available
Application Deadline:
05/22/2026
BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial®.
Bonus Type
Formula Based
Summary
As the treasury management team, 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 II 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.
Team Culture
Our 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 Time
You will build and manage professional client relationships to grow treasury management and working capital business.
You will leverage market and business expertise to engage external stakeholders and drive new business development.
You will develop and present tailored treasury strategies, proposals, and profitability analyses to achieve portfolio and revenue goals.
You will support the full client lifecycle by coordinating deal development, onboarding, service handoff, and resolution of complex issues.
You will identify cross‑sell opportunities and partner with internal teams to ensure timely follow‑up and execution.
Education & Experience Requirements
This level of knowledge is normally acquired through completion of a Bachelor’s Degree and 3-5 years’ experience in treasury management product sales or equivalent combination of education and experience.
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
The 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.
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