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Senior Treasury Sales Associate - Dallas

BOK Financial Corp.

  • Dallas, TX
  • 30+ days ago

    Highlights

    Supporting the Treasury Management Officers (TMOs), the Senior TSA helps in acquiring, expanding, managing, and maintaining Treasury relationships, and with comprehensive expertise and limited supervision, handles a broad portfolio with extensive treasury product and depository complexity. This level of knowledge is typically acquired through the completion of a Bachelor's degree in Business or a related field, along with 5+ years' of relevant banking and Treasury Sales experience, or an equivalent combination of education and experience.

    Numbers & Facts

    LocationDallas, TX
    IndustryBanking
    Company Size5,000 to 9,999 employees
    Websitehttp://www.bokf.com

    Description

    Req ID: 78546

    Location: Dallas -DAL

    Areas of Interest: Treasury Services

    Pay Transparency Salary Range: Not Available

    Application Deadline: 10/11/2026

    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.

    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 Senior Treasury Sales Associate is crucial to the Treasury Sales team, delivering cash management, trade, liquidity and commercial card solutions. Supporting the Treasury Management Officers (TMOs), the Senior TSA helps in acquiring, expanding, managing, and maintaining Treasury relationships, and with comprehensive expertise and limited supervision, handles a broad portfolio with extensive treasury product and depository complexity.

    Team Culture

    Our team 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 manage a precise pipeline of closed and pending deals throughout the sales cycle.
    • You will drive consultative conversations to understand client and prospect needs.
    • You will identify new sales opportunities and support the team in sourcing prospects.
    • You will monitor progress toward Treasury Management sales and revenue goals.
    • You will partner with TMOs on proposals, pricing analysis, and profitability modeling.
    • You will coordinate implementation and follow-up to ensure a smooth client experience and resolve post‑launch needs.

    Education & Experience Requirements

    This level of knowledge is typically acquired through the completion of a Bachelor's degree in Business or a related field, along with 5+ years' of relevant banking and Treasury Sales experience, or an equivalent combination of education and experience.

    • Advanced knowledge and understanding of general banking.
    • Advanced cash management services knowledge and in-depth knowledge of products like Online Access Service, Remote Deposit, Lockbox and ACH Systems, including pricing and billing processes.
    • Strong ability to read and leverage data to proactively identify trends and sales opportunities.
    • Deep understanding of accounting, finance, and cash management practices.
    • Proficient in identifying and managing risk.
    • Strong ability to prioritize and complete extensive tasks within deadlines.
    • Ability to interact with and influence people internally and externally through proficient verbal and written communication and 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 apply

    Investing in our talent and building a great workplace is a top priority for us.

    • Empowered employees
    • Award-winning culture
    • Community commitment

    BOK 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 Corporation

    For 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 corporations-and everything in between.

    Facts:

    • Operations focused in an eight-state footprint
    • 5,000 team members
    • $53.2 billion in assets*
    • $129.3 billion in assets under management and administration*
    • $9.3 million donated to local nonprofits in 2025
    • 56,000 volunteer hours by our employees in 2025
    • At June 30, 2026

    About Company

    We began in 1910 as a regional source of capital for the energy industry; we’ve become one of the strongest, most vibrant financial institutions in the country, fueling economic growth and security across the American Midwest and Southwest. From our roots in Tulsa, Oklahoma, we’ve grown into a leading provider of sophisticated financial solutions to businesses, institutions and individuals across the country.

    We are nimble and responsive to changing market and industry conditions, while taking time to build enduring relationships with our clients.

    We believe that no financial challenge is too big and no opportunity too small to make an impact. We are guided by our commitment to serving our clients, providing a positive work environment for our employees and making a difference in the communities we serve.

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