Team Lead, Treasury Sales

Req ID: 78544

Location: Houston -HOUS

Areas of Interest: Treasury Services

Pay Transparency Salary Range: Not Available

Application Deadline: 10/30/2026

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

BOKF Performance Plan (D02)

Summary

Together, as a Treasury Management team, we partner with clients to provide market insights and best practices in areas such as treasury optimization, fraud mitigation, working capital benchmarking, and emerging industry trends. We help define strategic goals and develop holistic strategies, taking a proactive approach to deliver innovative solutions that meet our clients’ evolving needs.

Job Description

The Team Lead, Treasury Sales Associate is a player/coach, overseeing and performing tasks related to delivering cash management, trade, liquidity, and commercial card solutions. Supporting the Treasury Management Officers (TMOs), the Team Lead helps in acquiring, expanding, managing, and maintaining Treasury relationships, and oversees a diverse portfolio requiring extensive treasury product and depository knowledge. Manages a team of TSAs which includes managin...

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