Treasury Management Officer IV - Healthcare

About the job

Req ID: 78253 ****

Location: Dallas -DAL ****

Areas of Interest: Treasury Services ****

Pay Transparency Salary Range: Not Available ****

Application Deadline: 11/02/2026

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

Formula Based

Summary

If you are interested in a career in Treasury Services with an industry-leading provider of sophisticated financial solutions, you've come to the right place.  Our commitment to you is a positive work environment, a deep connection to our communities, and a focus on putting our clients first.  We believe no challenge is too big and no opportunity is too small when we work together to build relationships.

Job Description

The Treasury Management Officer IV prospects, markets, sells, cross-sells, and implements the Bank’s commercial depository services and treasury management and working capital products to customers and prospects. Acts as a liaison between customers and Bank’s service departments to support sales implementation and service issues. Manages customer relationships to ensure all needs are addressed. Impacts market share and success in the market. Maintains all aspects of the largest/most profitable customer relationships/portfolios; provides functional guidance to other team members.

Team Culture

Our 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 develop new business and cross-sell to sophisticated clients needing additional cash management/deposit products and increase customer awareness of alternative products offered by the bank.

• You will develop and execute sales presentations for customers including cost/benefit analysis, service and fee comparisons, written proposals, and profitability analysis.

• You will own end-to-end client experience from deal development to onboarding and client service handoff, along with coordinating service support.

• You will prepare and recommend market, product, and pricing strategies to achieve market share and profitability goals.

• You will assist team members with complex account relationships, and guide less-experienced members of the team in matters relating to policy, practices, procedures and complex treasury management arrangements and systems.

Education & Experience Requirements

This level of knowledge is normally acquired through completion of a Bachelor’s Degree and 8-10 years’ experience in treasury management sales/consulting or 14-16 years’ equivalent experience.

• Extensive and in-depth knowledge of product delivery systems and on-line computer systems

• Comprehensive theoretical and practical knowledge of banking and cash management products

• Extensive knowledge of Bank operations

• Excellent PC and software application skills

• Excellent interpersonal, verbal, and written communication skills

• Specialized cash management training; Certified Cash Management (CCM)/Certified Treasury Professional (CTP)

• Demonstrated capacity to sell products/services within the financial services industry

• Comprehensive knowledge of cash management analysis including cost/benefit analyses, collection and disbursement float analyses.

• Specialized knowledge of specific markets in order to serve defined territories

• Excellent communication skills with the ability to prepare and deliver persuasive oral and written reports and presentations

Advertising Source

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.

Dallas, TX, US, 75001

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.

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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