Treasury Sales Associate - Houston

Treasury Sales Associate - HoustonHouston, TX, US, 77001 Req ID: 78455 Location: Houston Areas of Interest: Treasury Services Pay Transparency Salary Range: Not Available Application Deadline: 09/11/2026 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.Together, as a Treasury Management team, we partner with clients to provide market insights and best practices in areas such as treasury optimization, fraud mitigation, working capital benchmarking, and emerging industry trends. We help define strategic goals and develop holistic strategies, taking a proactive approach to deliver innovative solutions that meet our clients' evolving needs.Job DescriptionThe 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 CultureAt 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 TimeYou 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 RequirementsThis 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.Top 3 reasons to applyEmpowered employeesAward-winning cultureCommunity commitmentBOK Financial Corporation Group adheres to state specific pay transparency requirements.In order to be considered for a position with BOK Financial Corporation Group, you must complete the entire application process, which includes answering all prescreening questions and providing your eSignature on or before the application deadline.Base salary range explanation: The base salary range represents an average range for this position. Actual offers to be determined based on the candidate's qualifications, skills, experience and education. See job details for salary range and bonus type. Benefits: BOK Financial Corporation Group offers industry-leading benefits addressing your complete physical, financial and emotional health. Click here to see our benefits.About BOK Financial CorporationFor more than a century, BOK Financial Corporation has helped fuel the success of clients and communities. Since our humble beginnings in Tulsa, Oklahoma, we've grown into a diversified financial services company that serves consumers, small businesses and international corporationsand everything in between.Facts:Operations focused in an eight-state footprint5,000 team members$53.2 billion in assets*$129.3 billion in assets under management and administration*$9.3 million donated to local nonprofits in 202556,000 volunteer hours by our employees in 2025*At June 30, 2026Nearest Major Market: Houston Job Segment: Bank, Banking, Finance