Treasury Management Officer IV

BOK Financial•Tulsa, OK

About The Position

The 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.

Requirements

Extensive and in-depth knowledge of product delivery systems and on-line computer systems
Comprehensive theoretical and practical knowledge of banking and cash management products
Extensive knowledge of Bank operations
Excellent PC and software application skills
Excellent interpersonal, verbal, and written communication skills
Specialized cash management training; Certified Cash Management (CCM)/Certified Treasury Professional (CTP)
Demonstrated capacity to sell products/services within the financial services industry
Comprehensive knowledge of cash management analysis including cost/benefit analyses, collection and disbursement float analyses.
Specialized knowledge of specific markets in order to serve defined territories
Excellent communication skills with the ability to prepare and deliver persuasive oral and written reports and presentations

Nice To Haves

Certified Cash Management (CCM)/Certified Treasury Professional (CTP)

Responsibilities

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.
Develop and execute sales presentations for customers including cost/benefit analysis, service and fee comparisons, written proposals, and profitability analysis.
Own end-to-end client experience from deal development to onboarding and client service handoff, along with coordinating service support.
Prepare and recommend market, product, and pricing strategies to achieve market share and profitability goals.
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.