Treasury Onboarding Consultant

BOK Financial•Tulsa, OK

About The Position

The Treasury Onboarding Consultant collaborates with Treasury Sales Associates, Treasury Management Officers, and Relationship Managers to implement products and services for small to moderate-size and complexity customers. With occasional oversight, the consultant designs, tests, and implements suitable customer solutions. The role also provides system training and education and serves as a point of contact for customer inquiries as needed. The treasury management consulting team engages directly with clients, sharing market insights and best practices on treasury optimization, fraud-risk reduction, working-capital benchmarking, and industry trends. The team defines strategic goals and develops holistic strategies to deliver solutions that meet clients’ evolving needs. The position is based in Tulsa. BOK Financial describes its Treasury Services culture as centered on integrity, collaboration, innovation, inclusion, and continuous learning. The organization provides training and development to support employees’ long-term careers.

Requirements

Bachelor’s degree in business or a related field with 3–5 years of related experience, or 5–7 years of work-related experience.
Knowledge of products and services, including product delivery systems such as online and electronic banking products, as well as products offered through other areas of the Bank.
Working knowledge of service and implementation requirements, agreements, and necessary distribution.
General understanding of Bank and vendor operations and the Bank’s organizational structure.
Organization, time-management, and planning skills.
Decision-making, problem-solving, and team-building skills.
Well-developed oral and written communication skills, including the ability to represent oneself and BOKF effectively and present complex information clearly and concisely.
Ability to effectively plan the time, method, manner, and sequence of assigned work.

Responsibilities

Collaborate with Treasury Sales Associates, Treasury Management Officers, and Relationship Managers to gather requirements from smaller customers and consult on custom solutions.
Evaluate the risk, scalability, and long-term support needs of custom solutions, and work with leadership to design and approve optimal solutions.
Configure, test, and validate customized solutions; troubleshoot issues; and maintain communication throughout implementation.
Train and educate customers on implementations, respond to inquiries, and collect data for problem tickets.
Transition customers from sales to implementation, ensuring a smooth handover and identifying opportunities for additional solutions.
Act as a subject matter expert, suggest process improvements, update checklists, and assist in creating materials for new products.