{"id":4302261,"url":"https://alion.io/job/bok-financial-treasury-sales-associate","title":"Treasury Sales Associate","company":{"id":2169078,"name":"BOK Financial","domain":"bokf.com","url":"https://alion.io/company/bokf","size_band":null,"is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"SuccessFactors","truth_index":null},"role":"Sales","role_family":"Sales","seniority":"middle","employment_type":null,"work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Dallas, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":null,"experience_years_min":3,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[],"status":"live","first_seen_at":"2026-11-01T08:00:00Z","employer_posted_date":"2026-11-01","last_verified_at":"2026-11-14T04:04:43Z","board_verified":true,"closed_at":null,"days_open":12,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":12},"description":"Req ID: 78640\nLocation: Dallas -DAL\nAreas of Interest: Treasury Services\nPay Transparency Salary Range: Not Available\nApplication Deadline: 12/04/2026\nBOK 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®.\nBonus Type\nBOKF Performance Plan (D02)\nSummary\nAs 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.\nJob Description\nThe 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.\nTeam Culture\nAt 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.\nHow You'll Spend Your Time\nYou will assist Treasury Management Officers in evaluating the profitability of current and potential banking relationships.\nYou will understand client cash management goals and recommend cross-selling opportunities using product and competitor knowledge.\nYou will maintain an accurate pipeline of deals and track progress throughout the sales cycle.\nYou will collaborate with TMOs to identify customer needs and support new prospecting efforts.\nYou will contribute to client proposals with cost/benefit analysis, competitive pricing, and profitability modeling.\nYou will coordinate implementation and post-sale follow-up to ensure client satisfaction and accurate billing.\nYou will serve as a secondary relationship contact, providing ongoing support and resolving client inquiries.\nEducation & Experience Requirements\nThis 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.\nWorking knowledge and understanding of general banking.\nUnderstanding of cash management services and knowledge of products like Online Access Service, Remote Deposit, Lockbox and ACH Systems, including pricing and billing processes.\nAbility to read and leverage data to identify trends and sales opportunities.\nUnderstanding of fundamental accounting, finance, and cash management practices.\nAwareness of risk guidelines and ability to manage risk proficiently.\nAbility to prioritize and complete various tasks within assigned deadlines.\nProficient in verbal and written communication, with strong presentation skills.\nBOK 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!\nApply today and take the first step towards your next career opportunity!\nThe 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.\nPlease contact  any questions.","description_format":"text","description_chars":4357,"description_truncated":false,"requirements":{"experience_years_min":3,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":false},"security_clearance":false,"languages":[]},"benefits":["Continuous learning"],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Commercial & Retail Banks","Wealth Management & Financial Advisors","Mortgage Lending & Brokers"],"lifecycle":[{"event":"open","at":"2026-11-14T04:04:43Z"}],"visa":[],"liveness":{"score":76,"band":"hot","label":"Hiring now","p_open":1,"p_active":0.847,"p_room":0.9,"age_days":12,"expected_fill_days":27,"reasons":["conf:0","win:mid","comp:brand"],"computed_at":"2026-11-14T05:01:01Z"},"pay":null,"html_url":"https://alion.io/job/bok-financial-treasury-sales-associate","json_url":"https://alion.io/job/bok-financial-treasury-sales-associate.json","meta":{"generated_at":"2026-11-14T05:01:01Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":8298,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-11-15T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.1,"usd":0.01,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":2169078},"rest":"https://alion.io/mcp/rest/get_company?id=2169078"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fbok-financial-treasury-sales-associate"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"free","price":{"credits":0,"usd":0},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fbok-financial-treasury-sales-associate"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.1,"usd":0.01},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fbok-financial-treasury-sales-associate"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/bok-financial-treasury-sales-associate\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fbok-financial-treasury-sales-associate"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":4302261}},{"tool":"search_jobs","arguments":{"company":"bokf.com","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":4302261},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); https://alion.io/mcp with an Alion account has everything. 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