Treasury Sales Associate - Healthcare
At a glance
Junior Account Executive role at BOK Financial. Dallas · no salary stated · we estimate $57,500–$84,000 across the United States.
BOK Financial has not published a salary for this role. The figure below is our estimate, not theirs.
growthroles summary, based on the employer's posting.
What you'll do
- Help treasury officers assess the profitability of existing and prospective banking relationships
- Learn clients’ cash management priorities and suggest relevant products using your knowledge of offerings and competitors
- Keep deal pipelines current and monitor opportunities as they move through the sales process
- Support prospecting and prepare proposals with pricing, cost-benefit work and profitability models
- Coordinate setup after a sale, follow up with clients, handle inquiries and help resolve billing issues
What you bring
- A bachelor’s degree in business or a related area, plus at least three years in banking and treasury sales, or equivalent education and experience
- Working knowledge of banking and cash management services, including product pricing and billing
- You can use data to spot trends and sales opportunities, and understand basic accounting, finance and cash management
- You can manage risk, prioritize competing tasks and communicate clearly in writing, conversation and presentations
Who this fits
This role suits someone ready to support treasury sales officers while managing a moderately sized, moderately complex portfolio with oversight. The position 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: 12/04/2026
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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