Treasury Onboarding & Change Management Lead

BOK Financial; Dallas (TX); On-site; USD 110,000 - 150,000; Full time

Job summary

BOK Financial is seeking a Treasury Onboarding Project Manager to lead project management, change management, and onboarding efforts for bank products and services. The role interfaces with Commercial customers, Treasury Sales, Product Management, Operations, and the Onboarding Team to ensure smooth transitions.

We welcome applicants at various experience levels who are eager to learn and develop in this area, with a focus on delivering effective onboarding and strategic treasury solutions.

Qualifications

• Bachelor's degree in Business or related field with 7–10 years in banking, PM, and onboarding.
• Extensive banking product knowledge and understanding of bank and vendor operations.
• Strong organization, time management and planning skills.
• Excellent decision making, problem solving and interpersonal skills.
• Excellent written and verbal communication abilities.

Responsibilities

• Own integrated project plans, milestones, and dependencies.
• Lead execution across internal Lines of Business, Operations, IT, and vendors.
• Manage risks, issues, scope changes, and escalations.
• Drive decisionmaking and readiness to proceed.
• Report status with clear RAG posture and recommended actions.
• Identify and manage critical path items for complex projects to meet timelines.
• Collaborate with Onboarding Management Team to improve internal processes.
• Partner with Technical Onboarding Consultant to support external client onboarding projects.
• Recommend solutions when operational processes experience difficulties.

Skills

Project management

Change management

Onboarding

Communication skills

Time management

Analytical thinking

Team building

Stakeholder management

Education

Bachelor's degree in Business or related field

Job description

Req ID:78006

Location:Dallas -DAL

Areas of Interest:Treasury Services

Pay Transparency Salary Range:Not Available

Application Deadline:07/31/2026

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

BOKF Performance Plan (D02)

Summary

Together, our Treasury Management team, we engage directly with clients, providing market insights and best practices on areas such as treasury optimization, reducing fraud risk, working capital benchmarking, and industry-leading trends. We define strategic goals and develop holistic strategies, using a proactive approach to deliver cutting-edge solutions that meet our clients' evolving needs.

Job Description

The Treasury Onboarding Project Manager is primarily responsible for providing Project and Change Management, Sales, Operational and Technical support to ensure the successful onboarding of BOKF's products and services. Partners with, and acts as the liaison between, Commercial customers, Treasury Sales, Product Management, Operations, and the Onboarding Team to address and resolve unique or non-standard client processing requirements. Acts as Change Agent/Practitioner to ensure our Clients, Treasury Teams and Partners receive appropriate Awareness, Knowledge, Ability and Reinforcement to successfully manage the transition of our customers onto the BOKF products and services.

We welcome applicants of all experience levels, including those earlier in their careers who are motivated to learn and develop in this space.

Team Culture

You will build relationships and get to know your coworkers in operations and technology and sales, working across multiple lines of business. Our commitment to you is a positive work environment, a deep connection to our communities, and a focus on putting our clients first. We believe no challenge is too big and no opportunity is too small when we work together to build relationships.

How You'll Spend Your Time

Project Management

• Own integrated project plans, milestones, and dependencies
• Lead execution across internal Lines of Business, Operations, IT, and vendors
• Manage risks, issues, scope changes, and escalations
• Drive decisionmaking and readiness to proceed
• Report status with clear RAG posture and recommended actions
• Identify and manage critical path items pertaining to complex projects to ensure desired timelines and expense reduction expectation.
• Collaborate with Onboarding Management Team on project opportunities to improve the team's internal process flow and gaps in setups.
• Partner with Technical Onboarding Consultant to support external client onboarding projects.
• Recommends potential solutions when operational processes experience difficulties.

Change Management & Quality Control Management

• Assessing change impacts within onboarding and our LOB partners (people, process, controls, systems)
• Partner with Marketing and Communications to execute change plans (comms, training, reinforcement)
• Collaborate with leaders to drive adoption and accountability
• Measure readiness, resistance, and adoption risks
• Ensure handoffs to BAU are deliberate

Education & Experience Requirements

This level of knowledge normally acquired through completion of a Bachelor's degree in Business or related degree with 7-10 years relevant banking, project/change management and client onboarding experience or an equivalent combination of education and experience.

• Extensive knowledge of banking products and services as well as all other products offered through other areas of the Bank
• Understanding and knowledge of Bank and Vendor operations as well as the Bank's organizational structure
• Strong PC and software application skills
• Excellent organization, time management and planning skills
• Excellent decision making, problem solving and team building skills
• Excellent interpersonal skills including oral and written communication skills
• Extensive and in-depth knowledge of product delivery systems and on-line computer systems
• Advanced knowledge in project management methodologies and tools, resource management practices and change management techniques
• Thorough knowledge of project plan development and execution, scope planning, schedule development, quality planning assurance, organizational planning, communications planning, risk identification and risk response control.
• Strong consultative skills
• Exceptional interpersonal, verbal, and written communication skills with the ability to prepare and deliver persuasive oral presentations and demonstrations
• Ability to present and explain technical information in a way that establishes rapport, persuades others, and gains understanding

Working Conditions & Physical Requirements

Office - Occasional Travel

BOK Financial Corporation Groupis 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!
Apply todayand take the first step towards your next career opportunity!

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 [e-mail] any questions.