Manager, Treasury Sales

BOK Financial•Tulsa, OK

11d•Onsite

About The Position

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. The Manager, Treasury Sales is primarily responsible for the management of marketing, selling and implementation of the Bank’s commercial depository services and cash management products; responsible for the development of new cash management business, expansion of existing business relationships, and the servicing of customers; manages complex customer relationships to ensure all needs are addressed; monitors market condition/trends and makes product and pricing recommendations to remain competitive in affected markets.

Requirements

Bachelor’s Degree and 8-10 years’ experience in cash management product sales or equivalent related experience.
Comprehensive knowledge and understanding of banking and cash management products
In depth knowledge of product delivery systems and on-line computer systems
Extensive knowledge and understanding of sales management techniques
Extensive knowledge and understanding of Bank operations
Excellent interpersonal, verbal, and written communication skills
Excellent leadership ability and team building skills
Ability to motivate individuals and groups
Good PC and software application skills

Nice To Haves

Specialized cash management training
Certified Cash Management (CCM)/Certified Treasury Professional (CTP) preferred.

Responsibilities

Manage and direct Treasury Management Officers and Treasury Analysts, determines goals, work priorities and assigns portfolios, interview and recommend candidates, evaluate, orient, counsel and train subordinate personnel and recommend associated personnel actions.
Direct sales management efforts including providing direction and leadership to sales staff and other officers regarding sales activities, develop marketing strategies of new cash management business, the expansion of existing business relationships, and the servicing of customers in multiple geographic areas.
Analyze the effectiveness of programs, recommend changes in policies and procedures to meet goals and objectives, recommend pricing for services to meet business line profitability goals and negotiating fee arrangements with new and existing customers.
Call on major commercial accounts, top prospect accounts, guides sales team members with complex account relationships, and guides less-experienced member of the sales team in matters relating to policy and complex financial arrangements to develop new relationships with prospective clients, and retain existing business, serves as a resource to banking officers in the areas of marketing.
Define annual department objectives, develop operating plan, including budgets and manpower requirements, in compliance with senior management directives for cash management.