Treasury Management Officer III

BOK Financial•Bonner Springs, KS

12d•Hybrid

About The Position

The Treasury Management Officer III 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. 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.

Requirements

Bachelor’s Degree
5-7 years’ experience in treasury management product sales
Extensive knowledge of product delivery systems and on-line computer systems
Extensive knowledge of banking and cash management products
Strategic sales cycle knowledge; sales planning, sales approach, and providing solutions selling to large, complex customers
Excellent knowledge of Bank operations
Good PC and software application skills
Excellent interpersonal, verbal, and written communication skills; ability to prospect and network at various levels within a company for complex deals and relationships

Nice To Haves

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

Responsibilities

Establish, build, manage and maintain complex banking relationships with major clients/prospects which utilize treasury management and working capital services.
Meet with external stakeholders of all levels to drive business development through extensive business and market expertise.
Maintain call plans, call reports, sales reports, and profitability and market analyses.
Be responsible for meeting individual portfolio and revenue growth goals.
Develop treasury management and working capital strategies for current and prospective customers.
Prepare and present sales presentations including cost/benefit analyses, service and fee comparisons, written proposals, and profitability analysis.
Prepare and recommend customer, market, product, and pricing strategies to ensure that objectives are met with respect to market share and profitability goals.
Own the end-to-end client experience from deal development, to onboarding and client service handoff.
Coordinate service support for resolution of customer problems/complaints, communicate resolutions to customers, and handle more complex DDA/Deposit processing problems.
Identify opportunities to cross sell all Bank products and services; this includes referring customer/prospects to the appropriate division/department; monitoring and ensuring appropriate follow up.
Provide advice and guidance to less experienced TMOs on practices and procedures; may accompany other TMOs during client presentations to provide expertise regarding treasury management services.