Treasury Onboarding Consultant

BOK Financial; Tulsa (OK); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

BOKF Performance Plan (D02)

Job summary

BOK Financial is seeking a Treasury Onboarding Consultant in Tulsa to work with Treasury Sales Associates, TMOs, and Relationship Managers to implement treasury products for small to mid-size clients. You will design and validate solutions, train customers, and ensure smooth handoffs from sales to implementation.

You'll evaluate risk, scalability, and long-term support of solutions, providing ongoing customer education and acting as a subject matter expert to improve processes and materials for

Qualifications

• Bachelor’s degree in business and/or related field with 3–5 years’ related experience or 5–7 years’ work-related experience.
• Knowledge of products and/or services and on-line/electronic bank products.
• General understanding of Bank and Vendor operations and organizational structure.

Responsibilities

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

Skills

Analytical skills

Communication skills

Time management

Team collaboration

Education

Bachelor's degree in business or related field

Tools

Banking systems knowledge

Vendor operations understanding

Job description

Location: Tulsa -TUL

Areas of Interest: Treasury Services

Pay Transparency Salary Range: Not Available

Application Deadline: 11/25/2026

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 TypeBOKF Performance Plan (D02)

SummaryAs a treasury management consulting team, we engage directly with clients, providing market insights and best practices on themes 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 DescriptionThe Treasury Onboarding Consultant collaborates with Treasury Sales Associates, Treasury Management Officers (TMOs) and Relationship Managers (RMs) to implement products and services for customers of small to moderate size and complexity. This role, with occasional oversight, design, tests, and implements optimal solutions for customers. Additionally, provides system training and education, remaining a point of contact for the customer inquiries as needed.

Team CultureAt BOKF, our Treasury Services culture thrives on integrity, collaboration, and innovation. We create an inclusive environment where team members are empowered to share their perspectives and drive success. 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 collaborate with TSAs, TMOs, and RMs to gather requirements from smaller customers and consult on custom solutions.
• You will evaluate risk, scalability, and long-term support of custom solutions, and work with leadership to design and approve optimal solutions.
• You will configure, test, and validate customized solutions, troubleshoot issues, and maintain communication throughout the implementation lifecycle.
• You will train and educate customers on implementations, respond to queries, and collect data for problem tickets.
• You will transition customers from sales to implementation, ensuring a smooth handover and identifying opportunities for additional solutions.
• You will act as a subject matter expert, suggest process improvements, update checklists, and assist in creating materials for new products.

Education & Experience RequirementsThis level of knowledge is normally acquired through completion of a bachelor’s degree in business and/or related degree with 3-5 years’ related experience or 5-7 years’ work-related experience.

• Knowledge of products and/or services (product delivery systems including on-line, electronic bank products) as well as all other products offered through other areas of the Bank
• Working knowledge of service requirements, implementation requirements, agreements and necessary distribution
• General understanding and knowledge of Bank and Vendor operations as well as the Bank’s organizational structure
• Organization, time management and planning skills
• Proficient in decision making, problem solving and team building
• Well-developed oral and written communication skills to effectively represent self and BOKF, as well as ability to present complex information and issues in a clear and concise manner
• Ability to effectively plan time, method, manner and sequence of own work assignments

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.