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-sized customers with varying levels of complexity. With occasional oversight, the consultant designs, tests, and implements customer solutions; provides system training and education; and serves as a point of contact for customer inquiries as needed. The role also supports a smooth transition from sales to implementation and identifies opportunities for additional solutions. BOK Financial’s Treasury Services team emphasizes 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.
Proficiency in decision-making, problem-solving, and team building.
Well-developed oral and written communication skills, including the ability to present complex information and issues clearly and concisely.
Ability to effectively plan the time, method, manner, and sequence of own work assignments.

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 implemented solutions, respond to inquiries, and collect information 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.