Director, Treasury Onboarding & Client Experience

BOK Financial; Tulsa (OK); On-site; USD 140,000 - 230,000; Full time

Job summary

The Director, Treasury Onboarding & Client Experience at BOK Financial in Tulsa leads the Treasury Onboarding and Client Services teams across markets, ensuring a seamless client lifecycle from onboarding through ongoing support. You'll partner with Treasury Sales, Product Management, Operations, Technology, and leadership to drive customer satisfaction, risk management, and scalable growth.

This role requires a Bachelor’s degree and 12+ years in Treasury Management or related finance fields,

Qualifications

• Bachelor’s degree plus 12+ years in treasury or related finance roles, leading client-facing teams.
• Expert knowledge of Treasury Management, Payments, and banking products and services.
• Proven leadership to coach and build high-performing teams across locations.
• Strong strategic thinking and execution to align client experience with business goals.
• Track record of process improvement, automation, and scalable operations.
• Excellent risk awareness, regulatory compliance, and governance capabilities.
• Outstanding relationship management and cross-functional collaboration.
• Excellent communication skills for executive messaging.

Responsibilities

• Lead Treasury Onboarding and Client Services teams for accountability and client success.
• Set performance expectations and coach leaders to achieve results.
• Oversee the full treasury client lifecycle from onboarding to ongoing support.
• Ensure a seamless client experience across markets and service interactions.
• Partner with sales, product, operations, technology for growth and outcomes.
• Drive process improvements through standardization and automation.
• Track metrics and service standards to improve satisfaction.
• Maintain risk, compliance, and governance practices with strong controls.

Skills

Treasury Management

Client Experience

Leadership

Process Improvement

Education

Bachelor's degree in Business/Finance/Economics

Job description

Req ID: 78757

Location: Tulsa -TUL

Areas of Interest: Treasury Services; Client Relationship Support

Pay Transparency Salary Range: Not Available

Application Deadline: 11/06/2026

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

Together, as a Treasury Management team, we partner with clients to provide market insights and best practices in areas such as treasury optimization, fraud mitigation, working capital benchmarking, and emerging industry trends. We help define strategic goals and develop holistic strategies, taking a proactive approach to deliver innovative solutions that meet our clients’ evolving needs.

Job Description

The Director, Treasury Onboarding & Client Experience leads the teams responsible for treasury client onboarding, implementation, and ongoing service delivery across all markets. This role develops and executes strategies that ensure a consistent, high-quality client experience throughout the client lifecycle, from implementation through ongoing support. The Director partners closely with Treasury Sales, Product Management, Operations, Technology, and Market and Lines of Business Leadership to drive client satisfaction, operational excellence, process improvement, risk management, and scalable growth while delivering exceptional service and support to treasury clients.

Team Culture

Our treasury services culture thrives on integrity, collaboration, and innovation. We put people first by investing in their potential and helping them build careers that matter. Our dedication to continuous learning keeps us at the forefront of industry trends, enabling us to deliver exceptional solutions for our clients. Join us to be part of an energetic, supportive, and visionary team where your skills are celebrated, and your career can thrive.

How You'll Spend Your Time

• You will lead and develop Treasury Onboarding and Client Services teams, building a culture focused on accountability and client success.
• You will set clear performance expectations and coach leaders to achieve strong business results.
• You will oversee the full treasury client lifecycle, from onboarding through ongoing service support.
• You will ensure clients receive a seamless experience across all markets and service interactions.
• You will partner with sales, product, operations, technology, and business leaders to support growth and client outcomes.
• You will drive process improvements through standardization, workflow enhancements, and automation.
• You will track performance metrics and service standards to improve operational and client satisfaction results.
• You will maintain strong risk, compliance, and governance practices while ensuring effective operational controls.

Education & Experience Requirements

This level of knowledge is normally acquired through completion of a Bachelor’s degree in Business, Finance, Economics, Engineering, or related field of study, and 12+ years of progressive experience in Treasury Management, Payments, Financial Services, Transaction Banking, or a related discipline, including significant experience leading client-facing operations, service delivery, onboarding, implementation, or support teams, or an equivalent combination of education and experience.

• Expert knowledge of Treasury Management, Payments, and Commercial Banking products and services, including implementation, servicing, and client support models.
• Proven leadership and talent development skills with the ability to build, coach, and lead high-performing teams across multiple locations and functions.
• Strong strategic thinking, change management, and execution capabilities, with the ability to align client experience, operational priorities, and business objectives.
• Demonstrated success driving process improvement, automation, and operational excellence initiatives that enhance scalability, efficiency, and client outcomes.
• Strong analytical and problem-solving skills, including the ability to leverage data, metrics, and industry trends to identify opportunities and drive informed decision‑making.
• Comprehensive understanding of risk management, regulatory compliance, and operational controls within a financial services environment.
• Exceptional relationship management and influencing skills, with the ability to collaborate effectively across business lines, markets, and executive leadership teams.
• Excellent verbal, written, presentation, and communication skills, with the ability to lead change, manage escalations, and deliver executive-level messaging.

BOK Financial Corporation Group

BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees. With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career!

The companies in BOK Financial Corporation Group are equal opportunity employers. We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, pregnancy status, sexual orientation, genetic information or veteran status.

Please contact [e-mail] with any questions.