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Treasury Analyst I
Req ID: 60173
Job Location: Sherry Lane Dallas TX
Areas of Interest: Treasury Services
BOK Financial (BOKF), Headquartered in Tulsa, Oklahoma, BOK Financial Corporation (NASDAQ: BOKF) is a top 25 U.S.-based financial services holding company with operations in ten states Oklahoma, Texas, Arkansas, Arizona, Colorado, Kansas/Missouri, New Mexico, Nebraska and Wisconsin. The company began more than 100 years ago in Tulsa and has successfully diversified into a variety of industries, businesses and geographies. .
Base Salary Range
$43,000 – $60,308
Bonus Type
Formula Based
Summary
If youre looking for a role where you can add value, bring discipline and do your best every day, wed like to talk to you. We’re building on over a century of service and firsts in our industry. Will you be next to join us?
About the Role
In this fast-paced role youll be responsible for performing sales and marketing activities that support the sales teams efforts to grow the Treasury line of business. Creating, analyzing, and delivering proposals, Request for Proposals (RFPs) and sales presentations is at the heart of your role. Youll work closely with Treasury Management Officers and Commercial Relationship Managers.
What You Can Expect
Youll 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. Doing this job well will position you for a great long-term career in Treasury and within the bank.
Team Culture
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.
How You’ll Spend Your Time
- Youll 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.
- Youll analyze customer/prospect RFPs and develop and coordinate customized proposals.
- Youll serve as the designated back up to the Treasury Management Officers in their absence and assists customers as appropriate.
We’d Like to Talk to You
TREASURY SERVICES OPERATIONS: You understand cash management products and banking, as well as accounting, finance and cash management.
TECH SAVVY: You’ll need excellent PC skills to use and create spreadsheets and documents and to use BOKF programs and Salesforce.
RELATIONSHIP BUILDER: Youll leverage excellent interpersonal skills and a high level of integrity to relate to any audience and build trust.
COMMUNICATION: Youll need exceptional verbal and written communication to express yourself clearly and concisely to internal and external clients.
PROBLEM SOLVER: You must be a solutions-oriented self-starter to manage a broad range of challenges.
Education & Experience Requirements
The required level of knowledge is normally acquired through completion of an Associates degree or related degree with 2-3 years of work related experience or an equivalent combination of education and experience. Bachelors degree in Business preferred.
- Thorough knowledge of cash management technical products, i.e., ACH, EDI, Imaging, Lockbox, Treasury Source/Business Source Remote Corporate Capture, Controlled Disbursements
- Thorough knowledge and understanding of accounting, finance, and cash management principles and practices
- Thorough knowledge of Bank operations
- Strong organizational skills in order to prioritize and complete various time critical and extensive tasks within assigned deadlines
- Excellent presentation skills to develop customized presentations to senior management and high priority customers
- Excellent PC skills using spreadsheet, word processing software, BOKF customized programs
- Excellent interpersonal skills including oral and written communication skills
BOK Financial is a stable and financially strong organization that provides excellent training and development to support building the long term careers of our employees. With passion, skill and partnership you can make an impact on the success of the bank, our customers and your own career!
Apply today and take the first step towards your next career opportunity!
Apply today and take the first step towards your next career opportunity!
BOK Financial is an equal opportunity employer. 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, sexual orientation, genetic information or veteran status.
Please contact recruiting_coordinators@bokf.com with any questions.
Original source: Indeed