Team Lead, Treasury Sales - Houston

BOK Financial
Houston, Texas, United States
Full Time
On Site
Manager
0+
Bachelor Degree
Finance & Accounting Financial Services Insurance

Posted 1 week ago

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Excellent 4.7

Job summary

The Team Lead, Treasury Sales oversees and performs tasks related to delivering cash management, trade, liquidity, and commercial card solutions, managing a team, developing client relationships, and driving sales growth within a treasury management context.

Responsibilities

The Team Lead oversees a Treasury sales team, managing daily workflows, training, and performance while driving new business growth. They serve as the primary escalation point for complex client issues and ensure all activities align with bank policies and compliance requirements.

Qualifications

Cash Management Client Relationship Building Commercial Card Solutions Consultative Sales Customer Relationship Management Liquidity Management Team Leadership Trade Solutions Training & Development Treasury Sales

Candidates must have a Bachelor's degree in Business or a related field and at least 7 years of relevant banking and Treasury Sales experience. Expert knowledge of cash management services, banking products, and financial practices is required.

English

Company

BOK Financial

BOK Financial

linkedin
Financial Services
Location
Houston, Texas, United States

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Excellent 4.7
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