Treasury Management Officer IV - Healthcare
Dallas, TX
Posted 7 weeks ago
Top 1% of applicants do these two things.
The other 99% submit and hope. You're about to do something different.
Job Description
Bonus Type
Summary
If you are interested in a career in Treasury Services with an industry-leading provider of sophisticated financial solutions, you've come to the right place. Our commitment to you is a positive work environment, a deep connection to our communities, and a focus on putting our clients first. We believe no challenge is too big and no opportunity is too small when we work together to build relationships.
Job Description
Team Culture
How You'll Spend Your Time
- You will 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.
- You will develop and execute sales presentations for customers including cost/benefit analysis, service and fee comparisons, written proposals, and profitability analysis.
- You will own end-to-end client experience from deal development to onboarding and client service handoff, along with coordinating service support.
- You will prepare and recommend market, product, and pricing strategies to achieve market share and profitability goals.
- You will 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.
Education & Experience 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
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Apply today and take the first step towards your next career 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.
BOK Financial
BOK Financial Corporation is a $50 billion regional financial services company headquartered in Tulsa, Oklahoma with $118 billion in assets under management and administration. The company's stock is publicly traded on NASDAQ under the Global Select market listings (BOKF). BOK Financial Corporation's holdings include BOKF, NA; BOK Financial Securities, Inc., BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund, Cavanal Hill Investment Management, and BOK Financial Asset Management, Inc. BOKF, NA operates banking divisions across eight states as: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas; and BOK Financial in Arizona, Arkansas, Colorado, Kansas, and Missouri; as well as having limited purpose offices in Nebraska, Memphis, Milwaukee, Illinois and Connecticut. Through its subsidiaries, BOK Financial Corporation provides commercial and consumer banking, brokerage trading, investment, trust and insurance services, mortgage origination and servicing, and an electronic funds transfer network. For more information, visit www.bokf.com. BOK Financial is an equal opportunity employer. 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, race, color, religion, national origin, age, sexual orientation, genetic information, or veteran status.©2025 BOK Financial® is a trademark of BOKF, NA. Member FDIC. Equal Housing Lender.
