Treasury Onboarding Project Manager

BOK Financial Corporation; Dallas (TX); On-site; USD 110,000 - 140,000; Full time

Job summary

BOK Financial Corporation in Dallas is seeking a Treasury Onboarding Project Manager to lead project and change management, sales and operations support for onboarding our products and services. You will coordinate with Commercial customers, Treasury Sales, Product Management, Operations, and Onboarding teams to meet non-standard onboarding needs, manage risks, and drive adoption.

We welcome learners and experienced professionals who can deliver practical, customer-focused solutions while

Qualifications

• Bachelor's degree in Business or related field required; 7–10 years banking, project/change management and client onboarding experience preferred.
• Extensive knowledge of banking products and services and related operations.
• Strong organizational, planning, decision-making and communication skills.

Responsibilities

• Own integrated project plans, milestones, and dependencies across multiple lines of business.
• Lead execution across Operations, IT, and vendors; manage risks, issues, and scope changes.
• Drive adoption through Change Management activities and ensure smooth handoffs to BAU.

Skills

Project Management

Change Management

Stakeholder Communications

Banking Knowledge

Education

Bachelor's degree in Business or related field

Tools

Microsoft Project

Excel

Job description

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Treasury Onboarding Project Manager

Areas of Interest: Treasury Services

Pay Transparency Salary Range: Not Available

Application Deadline: 08/14/2026

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 decision-making 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.
• 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 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: Dallas
Nearest Secondary Market: Fort Worth
Job Segment: Project Manager, QC, Change Management, Bank, Banking, Technology, Quality, Management, Finance