Treasury Onboarding Consultant

BOK Financial; Tulsa (OK); On-site; USD 65,000 - 90,000; Full time

Job summary

BOK Financial Corporation is seeking a Treasury Onboarding Consultant to work with Treasury Sales Associates, TMOs and Relationship Managers in Tulsa to implement treasury products and services for small to mid-size clients. You will design and test optimal solutions, provide system training, and remain a primary contact for customer inquiries.

The role emphasizes collaboration, customer education, and end-to-end implementation support, with strong emphasis on risk assessment and scalable

Qualifications

• Bachelor’s degree in business or related field with 3-5 years of related experience or 5-7 years of work experience.
• Knowledge of treasury products and services including online banking and related systems.
• General understanding of Bank and Vendor operations and organizational structure.
• Strong communication and project implementation capabilities.

Responsibilities

• Collaborate with Treasury Sales Associates, TMOs and RMs 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 and maintain communication throughout the implementation lifecycle.
• Train and educate customers on implementations; respond to queries and collect data for problem tickets.
• Transition customers from sales to implementation; identify opportunities for additional solutions.
• Act as a subject matter expert; suggest process improvements and assist in creating materials for new products.

Skills

Requirements gathering

Communication skills

Time management

Problem solving

Team collaboration

Education

Bachelor’s degree in business or related field

Job description

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Treasury Onboarding Consultant

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 Type

BOKF Performance Plan (D02)

Summary

As 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 Description

The 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 Culture

At 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 Requirements

This 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.

Investing in our talent and building a great workplace is a top priority for us.

For more than a century, BOK Financial Corporation has helped fuel the success of clients and communities. Since our humble beginnings in Tulsa, Oklahoma, we’ve grown into a diversified financial services company that serves consumers, small businesses and international corporations—and everything in between.

Facts:

• Operations focused in an eight-state footprint
• 5,000 team members
• $53.2 billion in assets*
• $129.3 billion in assets under management and administration*
• $9.3 million donated to local nonprofits in 2025
• 56,000 volunteer hours by our employees in 2025

Nearest Major Market: Tulsa

Nearest Secondary Market: Oklahoma

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