Treasury Sales Associate - Houston

BOK Financial • Houston, TX

7d • Onsite

About The Position

The Treasury Sales Associate (TSA) is integral to the Treasury Sales team, providing cash management, trade, liquidity and commercial card solutions. Supporting the Treasury Management Officers (TMOs), the TSA helps in acquiring, expanding, managing, and maintaining Treasury relationships, and with moderate oversight, manages a diverse mid-sized portfolio of moderate complexity. At BOKF, our treasury services 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 in Business or related field, along with 3+ years’ relevant banking and Treasury Sales experience, or an equivalent combination of education and experience.
• Working knowledge and understanding of general banking.
• Understanding of cash management services and knowledge of products like Online Access Service, Remote Deposit, Lockbox and ACH Systems, including pricing and billing processes.
• Ability to read and leverage data to identify trends and sales opportunities.
• Understanding of fundamental accounting, finance, and cash management practices.
• Awareness of risk guidelines and ability to manage risk proficiently.
• Ability to prioritize and complete various tasks within assigned deadlines.
• Proficient in verbal and written communication, with strong presentation skills.

Responsibilities

• Assist Treasury Management Officers in evaluating the profitability of current and potential banking relationships.
• Understand client cash management goals and recommend cross-selling opportunities using product and competitor knowledge.
• Maintain an accurate pipeline of deals and track progress throughout the sales cycle.
• Collaborate with TMOs to identify customer needs and support new prospecting efforts.
• Contribute to client proposals with cost/benefit analysis, competitive pricing, and profitability modeling.
• Coordinate implementation and post-sale follow-up to ensure client satisfaction and accurate billing.
• Serve as a secondary relationship contact, providing ongoing support and resolving client inquiries.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level