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Treasury Team Lead Jobs (NOW HIRING)

Quala

Treasury Manager

Tampa, FL · On-site

Lead and mentor a treasury team member, ensuring the accurate and timely execution of all daily cash activities. * Strategic Initiatives: Drive initiatives to enhance forecasting precision ...

Quala

Treasury Manager

Tampa, FL · Hybrid

Lead and mentor a treasury team member, ensuring the accurate and timely execution of all daily cash activities. * Strategic Initiatives: Drive initiatives to enhance forecasting precision ...

HarbourVest

Senior Associate, Treasury

Boston, MA · Hybrid

$100K - $110K/yr

Drive Treasury Automation - Support and lead automation initiatives that build scalability into the Treasury function, reducing manual effort and positioning the team for future growth in AUM and ...

Wallbox

Treasury Manager

Hancocks Bridge, NJ · Hybrid

We are looking for a Treasury Manager to join our Finance Team and lead the global treasury function. This role will be responsible for managing the organization's funding strategy, cash management ...

Quest Oracle Community

Director of Treasury

Winona, MN · On-site

$180 - $260/hr

RESPONSIBILITIES * o Lead cash positioning, liquidity forecasting and daily treasury operations to ... treasury team members while fostering a disciplined, collaborative and continuous improvement ...

Neighborly

Treasury Manager

Irving, TX · On-site

The Treasury Manager is responsible for managing the company's global banking relationships and ... They lead a team that performs a wide range of cash and banking duties to ensure timely and ...

Neighborlybrands

Treasury Manager

Waco, TX · Hybrid

The Treasury Manager is responsible for managing the company's global banking relationships and ... They lead a team that performs a wide range of cash and banking duties to ensure timely and ...

Neighborlybrands

Treasury Manager

Irving, TX · Hybrid

The Treasury Manager is responsible for managing the company's global banking relationships and ... They lead a team that performs a wide range of cash and banking duties to ensure timely and ...

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All JobsTreasury Team Lead Jobs

Treasury Team Lead information

What does a Treasury Team Lead do?

A Treasury Team Lead oversees the daily operations of a company's treasury department, managing cash flow, liquidity, banking relationships, and sometimes investments or risk management. They supervise treasury staff, ensure compliance with financial policies, and develop strategies to optimize the organization's financial resources. Their responsibilities often include preparing financial reports, monitoring cash positions, and coordinating with other departments to support business objectives. Strong analytical, leadership, and communication skills are essential for success in this role.

What are some common challenges faced by a Treasury Team Lead when managing cash flow across multiple business units?

A Treasury Team Lead often encounters challenges such as coordinating cash flow forecasting across various departments, ensuring timely consolidation of reports, and managing discrepancies in data accuracy. Balancing short-term liquidity needs with long-term funding strategies can be complex, especially in organizations with diverse operations. Additionally, leading a team to maintain compliance with internal controls and external regulations requires proactive communication and continuous process improvement.

What are the key skills and qualifications needed to thrive as a Treasury Team Lead, and why are they important?

To thrive as a Treasury Team Lead, you need strong expertise in cash management, financial analysis, and treasury operations, usually supported by a degree in finance, accounting, or a related field. Familiarity with treasury management systems (TMS), ERP software, and certifications such as CTP (Certified Treasury Professional) are highly valued. Leadership, problem-solving, and excellent communication skills are essential for managing teams and coordinating with stakeholders. These skills ensure effective cash flow management, risk mitigation, and strategic decision-making in a fast-paced financial environment.

What cities are hiring for Treasury Team Lead jobs?

Cities with the most Treasury Team Lead job openings:

What job categories do people searching Treasury Team Lead jobs look for?

The top searched job categories for Treasury Team Lead jobs are:

Treasury Team Lead jobs near you
Infographic showing various Treasury Team Lead job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 77% Full Time, 18% Part Time, and 4% Contract. Highlights an 89% Physical, 2% Hybrid, and 9% Remote job distribution.

Team Lead, Treasury Sales - Houston

BOK Financial

Houston, TX

Full-time

Posted 8 days ago

Job description

Req ID: 78544 

Location: Houston -HOUS 

Areas of Interest: Treasury Services 

Pay Transparency Salary Range: Not Available 

Application Deadline: 09/12/2026

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
Discretionary
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 managing the daily workflow and ensuring their training and development needs are met. 

Team Culture

At BOKF, our culture thrives on integrity, collaboration, and innovation. We put people first by investing in their potential and helping them build careers that matter. 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 lead, coach, and develop a Treasury sales team while managing hiring, training, and performance responsibilities.
  • You will serve as the primary escalation point for complex client and sales-related issues.
  • You will equip team members with the training, tools, and resources needed to drive Treasury sales success.
  • You will ensure all team activities align with bank policies, procedures, and compliance requirements.
  • You will build client relationships, identify Treasury solutions, and uncover cross-sell opportunities.
  • You will drive new business growth through consultative sales strategies, pipeline management, and revenue-focused initiatives.
  • You will provide expert Treasury Management support, oversee client implementations, and champion the overall customer experience.
Education & Experience Requirements

This level of knowledge of knowledge is typically acquired through completion of a Bachelor’s degree in Business or a related field, along with 7+ years’ relevant banking and Treasury Sales experience, or an equivalent combination of education and experience.   

  • Expert knowledge and understanding of general banking.
  • Expert cash management services knowledge and extensive knowledge of products like Online Access Service, Remote Deposit, Lockbox and ACH Systems, including pricing and billing processes.
  • Strong ability to read and leverage data to proactively identify trends and sales opportunities.
  • Deep understanding of accounting, finance, and cash management practices.
  • Proficient in identifying and managing complex risk scenarios.
  • Exceptional organizational skills and ability to prioritize and complete critical tasks within tight deadlines.
  • Strong ability to interact with and influence people at all levels, both internally and externally, through exceptional verbal and written communication and presentation skills.

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. 

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