Treasury Management Specialist II
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.


Primary Responsibilities

  • 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

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.