Treasury Sales Associate - Houston

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

Posted 2 weeks ago

Apply to this job and hundreds more automatically

Get Started
Excellent 4.7

Job summary

The Treasury Sales Associate supports treasury management activities including cash management, trade, liquidity, and commercial card solutions; assists in acquiring and managing client relationships; and supports sales and client satisfaction efforts within a financial services environment.

Responsibilities

The Treasury Sales Associate supports Treasury Management Officers in acquiring and managing client relationships by providing cash management, liquidity, and trade solutions. They are responsible for identifying cross-selling opportunities, maintaining sales pipelines, and contributing to client proposals through profitability modeling and competitive pricing.

Qualifications

banking cash management client relations commercial cards data analysis financial analysis liquidity management risk management sales trade finance

Candidates must have a Bachelor’s degree in Business or a related field and at least 3 years of relevant banking and Treasury Sales experience. A strong understanding of cash management services, financial practices, and the ability to analyze data to identify sales opportunities are required.

English

Company

BOK Financial

BOK Financial

linkedin
Financial Services
Location
Houston, Texas, United States

Apply to this job and hundreds more automatically

Get Started
Excellent 4.7
Pete DeQuarto avatar
Pete DeQuarto

AIApply is a total game-changer. Thanks to Auto-Apply, I have been applying to jobs I would never even have come across otherwise!

Akarshak Tanwar avatar
Akarshak Tanwar

In one week I applied to over 150 jobs and locked in 2 confirmed interviews, with a support team that was quick to respond. The auto-apply feature is fascinating and a real pleasure to use!

JC
Julian Carlin

It really worked. In under 48 hours it had applied to 100 jobs on my behalf without any time or effort from me. I am looking forward to seeing how it keeps improving.