TransFund Senior Sales Representative

Req ID: 76316 

Location: Tulsa -TUL 

Areas of Interest: ATM Sales 

Pay Transparency Salary Range: Not Available 

Application Deadline: 04/12/2025

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

Formula Based

Summary

You're a counselor, connector, relationship maker, and builder. You have a passion for growing new business and you find satisfaction in helping others by offering sound advice. You make the most out of every opportunity. Bring your knowledge, skills, and abilities to us as a Transfund Senior Sales representative. You’ll be positioned for a great career!

Job Description

The TransFund Senior Sales Representative is primarily responsible for prospecting, selling and closing new TransFund and Merchant Services business in assigned sales territory, including financial institutions and merchants, and for developing new territories.  Assigned to medium to large size accounts that are the most diverse, complex.  Occasionally calls on existing customers to determine level of satisfaction with service and product quality; assists in selling added products.  Assists in the training and development of TransFund Sales Representative personnel. Develops product training materials and conducts product training classes.

Team Culture

This is a team that has your back, where collaboration creates trust, and everyone pitches in when there is an issue to resolve. Regularly scheduled team meetings and teambuilding activities are commonplace.

Our team culture inspires our entrepreneurial spirit. It empowers us to act as trusted advisors for our clients and communities while using our discipline and business savvy to make the right decisions.

How You'll Spend Your Time

 

• You’ll have the autonomy to define your own call/work plan for the year.
• You’ll have endless earning opportunity on our comprehensive and competitive incentive plan.
• You’ll travel about 80% of the time.
• You’ll generate business and close on time to ensure a seamless client experience.
• You’ll Identify and report market trends, actions of competitors, customer needs and desires, and product development/enhancement opportunities.
• You’ll Maintain awareness of government and EFT regulations and Visa/MasterCard/EFT operating rules.

Education & Experience Requirements

Education & Experience Requirements:

The required level of knowledge is normally acquired through a Bachelor’s Degree and 7+ years ATM/Merchant systems, and 5+ years sales experience or 14+ years of related work experience.

• Extensive knowledge of TransFund/Merchant Services/EFT products
• Working knowledge of other banking products and bank operations
• Advanced knowledge of customer account management
• Advanced knowledge of sales activities and techniques
• Excellent verbal and written communication skills
• Proficient PC and software package skills<