Treasury Management Officer III

As the treasury management team, we provide 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 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.

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.

• You will establish, build, manage and maintain complex banking relationships with major clients/prospects which utilize treasury management and working capital services. Through extensive business and market expertise, you will meet with external stakeholders of all levels to drive business development.
• You will maintain call plans, call reports, sales reports, and profitability and market analyses, and you will be responsible for meeting individual portfolio and revenue growth goals.
• You will develop treasury management and working capital strategies for current and prospective customers. This includes preparing and presenting sales presentations including cost/benefit analyses, service and fee comparisons, written proposals, and profitability analysis.
• You will prepare and recommend customer, market, product, and pricing strategies to ensure that objectives are met with respect to market share and profitability goals.
• You will own the end-to-end client experience from deal development, to onboarding and client service handoff. You will also coordinate service support for resolution of customer problems/complaints, communicate resolutions to customers, and handle more complex DDA/Deposit processing problems.
• You will 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.
• You will provide advice and guidance to less experienced TMOs on practices and procedures; you may accompany other TMOs during client presentations to provide expertise regarding treasury management services.

This level of knowledge is normally acquired through completion of a Bachelor's Degree and 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
• Specialized cash management training; Certified Cash Management (CCM)/Certified Treasury Professional (CTP)