Remote Salesman - Dallas, TX, United States - BOK Financial

Description

Areas of Interest:
Sales; Treasury Services

Application Deadline: 05/06/2024

BOK Financial, Headquartered in Tulsa, Oklahoma, BOK Financial Corporation (


NASDAQ:

based financial services holding company with operations in Oklahoma, Texas, Arizona, Arkansas, Colorado, Kansas, Missouri, Tennessee and New Mexico.

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.

In this fast-paced role you'll be responsible for performing sales and marketing activities that support the sales team's efforts to grow the Treasury line of business.

Creating, analyzing, and delivering proposals, Request for Proposals (RFPs) and sales presentations are at the heart of your role. You'll be charged with delivering a great client experience and with helping the sales team win and retain clients. This is a unique role that allows for back office support and analysis as well as client facing opportunities. You'll work closely with Treasury Management Officers and Commercial Relationship Managers.

The Treasury Sales Associate II plays a pivotal role on the Treasury Sales team in delivering best-in-class cash management, trade, liquidity and commercial card capabilities for clients.

The TSA supports Treasury Management Officer efforts to gain, expand, manage, and maintain Treasury relationships.

We live by our 7 Habits of a Highly Effective Treasury Team, which are: 1) Demonstrate "one team" behaviors, 2) Adopt an "All in" ownership and attitude and expect the same from others, 3) Extend trust, respect and support to each other, 4) Make the job enjoyable, 5) Maintain openness to change and other points of view, 6) Act with integrity and communicate honestly, and 7) Be responsible to each other and meet expected deadlines.

You'll develop proposals utilizing any and all available technology including pricing proformas, customer/product profitability analysis, comprehensive product functionality descriptions appropriate to the customer/prospects needs, and proximity studies of branch locations relative to the customer/prospect locations.

You'll serve as the designated back up to the Treasury Management Officers in their absence and assists customers as appropriate.

This level of knowledge normally acquired through completion of a Bachelor's degree in Business or related degree with 3+ years' relevant banking and Treasury Sales experience or an equivalent combination of education and experience.

Working knowledge and understanding of general banking
Thorough understanding of cash management services and products i.e., Online Access Service, Remote Deposit, Lockbox and ACH Systems as well as pricing philosophy and billing processes
Demonstrated ability to read and leverage data to proactively identify trends and Treasury sales opportunities
Working knowledge and understanding of accounting, finance, and cash management principles and practices
Understanding of and adherence to risk guidelines to proactively identify and proficiently manage risk
Office - 20 lbs

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

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.