Treasury Management Specialist II

Reposted 4 Days Ago
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Tulsa, OK, USA
In-Office
Junior
Financial Services
The Role
The Treasury Management Specialist II supports treasury services by onboarding commercial clients, managing accounts, providing client support, and ensuring compliance with regulations.
Summary Generated by Built In

Description

Join Blue Sky Bank as a full-time Treasury Management Specialist II (TMS II) in Tulsa, Oklahoma!

This role plays a key part in supporting treasury services by assisting with prospecting, marketing, selling, and cross-selling treasury management products and commercial deposit accounts. The TMS II serves as a liaison between clients and internal teams to ensure seamless onboarding, implementation, and service delivery.

Why Blue Sky Bank?

  • Benefits – Enjoy a comprehensive benefits package that includes a starting accrual of three weeks of paid time off, a 401(k) plan with employer matching, and medical, dental, and vision insurance. Additional benefits include a Health Savings Account (HSA), Flexible Spending Account (FSA), Dependent Care FSA, voluntary accident and critical illness coverage, and 100% employer-paid short-term Disability, long-term disability, and group life/AD&D insurance, as well as optional voluntary life/AD&D coverage.
  • Grow Your Career – Expand your expertise in treasury management, commercial banking, and business development.
  • Meaningful Client Relationships – Build lasting partnerships with clients and become a key resource for their banking needs.
  • Collaborative Culture – Partner with lenders, retail teams, operations, and fraud specialists to create exceptional client experiences.

What You'll Do: 

  • Build and maintain strong relationships with commercial clients and prospect.
  • Open and manage a variety of business accounts, including commercial, small business, and specialty accounts.
  • Lead onboarding, implementation, and training for treasury services.
  • Provide top-tier client support via inbox, secure messaging, and phone.
  • Prepare and manage documentation with accuracy and compliance.
  • Partner with internal teams (Retail, Operations, Fraud, Wire) to resolve client needs.
  • Identify cross-sell opportunities to expand treasury and deposit relationships.
  • Monitor risk, recognize fraud red flags, and ensure regulatory compliance.
  • Support audits, reviews, and ongoing account maintenance.

Requirements

Qualifications:

Education: Associate’s degree or equivalent experience. Bachelor's degree preferred.

Experience: 1-3 years of Banking Experience (including 9 months-2 years of Treasury Management Services experience.)

  • Valid driver's license, proof of insurance, qualifying motor vehicle record report, and reliable transportation.
  • Knowledge of Bank products, computer systems, and software applications.
  • Excellent customer service skills.
  • High level of professionalism and integrity.
  • Flexible, adaptable, and willingness to continuously learn.
  • Strong analytical and problem-solving abilities.
  • Excellent written and verbal communications skills.
  • Ability to work both independently and as part of a team.
  • Exceptional organizational skills, with the ability to prioritize and execute multiple tasks and projects simultaneously.
  • Strong work ethic and attention to detail.

Skills Required

  • Associate's degree or equivalent experience
  • 1-3 years of Banking Experience
  • 9 months-2 years of Treasury Management Services experience
  • Valid driver's license and reliable transportation
  • Knowledge of Bank products, computer systems, and software applications
  • Excellent customer service skills
  • High level of professionalism and integrity
  • Flexible, adaptable, and willingness to continuously learn
  • Strong analytical and problem-solving abilities
  • Excellent written and verbal communications skills
  • Ability to work independently and as part of a team
  • Exceptional organizational skills
  • Strong work ethic and attention to detail
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The Company
Year Founded: 1905

What We Do

Blue Sky Bank is a commercial bank established in 1905, providing financial solutions and personalized service to individuals and small to medium-sized businesses, including loans, checking, savings, and treasury management.

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