Treasury Sales Associate - Healthcare
At a glance
Entry-level Account Executive role at BOK Financial. Dallas.
Pay not stated
Growth Roles summary, based on the employer's posting.
What you'll do
- Help Treasury Management Officers assess the profitability of existing and prospective banking relationships
- Match client cash management goals with cross-sell opportunities using product and competitor knowledge
- Keep deal pipelines accurate and monitor opportunities through each stage of the sales cycle
- Build proposals with cost-benefit analysis, competitive pricing, and profitability models
- Coordinate implementation, billing accuracy, post-sale follow-up, and responses to client questions
What you bring
- A bachelor’s degree in business or a related field, plus at least three years of relevant banking and Treasury Sales experience
- Working knowledge of banking, cash management services, and products including Online Access Service, Remote Deposit, Lockbox, and ACH Systems
- You can use data to spot trends and sales opportunities while applying basic accounting, finance, and cash management practices
- You can manage risk, prioritize competing work, meet deadlines, and communicate and present clearly
Who this fits
You’ll suit a junior treasury sales role supporting Treasury Management Officers while handling a moderately complex portfolio with oversight. The work fits someone comfortable with client support, prospecting, proposals, pricing, implementation, and ongoing relationship coverage. This role is based in Dallas.
From the employer
Req ID: 78640
Location: Dallas -DAL
Areas of Interest: Treasury Services
Pay Transparency Salary Range: Not Available
Application Deadline: 10/02/2026
BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial®.
Bonus Type
BOKF Performance Plan (D02)Summary
As the treasury management team, we engage directly with clients, providing 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.
Job Description
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.
Team Culture
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.
How You'll Spend Your Time
- You will assist Treasury Management Officers in evaluating the profitability of current and potential banking relationships.
- You will understand client cash management goals and recommend cross-selling opportunities using product and competitor knowledge.
- You will maintain an accurate pipeline of deals and track progress throughout the sales cycle.
- You will collaborate with TMOs to identify customer needs and support new prospecting efforts.
- You will contribute to client proposals with cost/benefit analysis, competitive pricing, and profitability modeling.
- You will coordinate implementation and post-sale follow-up to ensure client satisfaction and accurate billing.
- You will serve as a secondary relationship contact, providing ongoing support and resolving client inquiries.
Education & Experience Requirements
This level of knowledge is typically acquired through the completion of a 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.
BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees. With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career!
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.
Please contact recruiting_coordinators@bokf.com with any questions.
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