Head of 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

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,