BOK Financial · 1 day ago
Treasury Management Officer III
Overland Park, KS, US, 66204
Full-time
Onsite
Senior Level
5+ years expBOK Financial Corporation is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees. The Treasury Management Officer III is responsible for prospecting, marketing, selling, and implementing the Bank’s commercial depository services and treasury management products while managing customer relationships to ensure their needs are met.
BankingCredit CardsFinancial Services
Responsibilities
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
Qualification
Required
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
Specialized cash management training; Certified Cash Management (CCM)/Certified Treasury Professional (CTP)
Company
BOK Financial
BOK Financial offers financial services to consumers and businesses.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Carrie Clasen Porter
Chief Operating Officer, Wealth Management
Chris Butta
Senior Vice President , Director-Petroleum Engineering
Recent News
2026-01-16
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2025-12-29
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2025-12-25
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