Treasury Management Officer II - Houston
BOK Financial, Houston, TX, United States
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 the Bank's service departments to support sales implementation and service issues. Manages customer relationships to ensure all needs are addressed and 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.
How You'll Spend Your Time
Build and manage professional client relationships to grow treasury management and working capital business.
Leverage market and business expertise to engage external stakeholders and drive new business development.
Develop and present tailored treasury strategies, proposals, and profitability analyses to achieve portfolio and revenue goals.
Support the full client lifecycle by coordinating deal development, onboarding, service handoff, and resolution of complex issues.
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 an equivalent combination of education and experience.
Excellent knowledge of product delivery systems and online 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.
Equal Employment Opportunity
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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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 the Bank's service departments to support sales implementation and service issues. Manages customer relationships to ensure all needs are addressed and 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.
How You'll Spend Your Time
Build and manage professional client relationships to grow treasury management and working capital business.
Leverage market and business expertise to engage external stakeholders and drive new business development.
Develop and present tailored treasury strategies, proposals, and profitability analyses to achieve portfolio and revenue goals.
Support the full client lifecycle by coordinating deal development, onboarding, service handoff, and resolution of complex issues.
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 an equivalent combination of education and experience.
Excellent knowledge of product delivery systems and online 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.
Equal Employment Opportunity
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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