Treasury Technical Onboarding Consultant

BOK Financial; Dallas (TX); On-site; USD 110,000 - 170,000; Full time

Job summary

BOK Financial in Dallas is seeking a Treasury Technical Onboarding Consultant to partner with Treasury Management Officers, close deals, and bridge sales and onboarding from a technical perspective. You will be the SME in treasury management and working capital products, advising clients and internal teams to solve problems and grow relationships.

The role emphasizes on-site client engagements, presenting complex treasury solutions, coordinating multi-team projects, and contributing to product

Qualifications

• Bachelor’s degree in business, CS, or related field.
• 7–10 years of banking, product consulting, and technology experience.
• Extensive knowledge of banking products and services.
• Strong project management and change management knowledge.
• Excellent communication and interpersonal skills.

Responsibilities

• Lead on-site client presentations and planning sessions on offerings.
• Showcase treasury solutions and their features to meet client needs.
• Develop financial solutions and coordinate complex onboarding projects.
• Support sales for new product solutions including Real-Time payments.
• Provide Voice of the Client feedback to Sales and Product teams.
• Gather commercial customer technical requirements for service onboarding.
• Manage dependencies and timelines for complex onboardings.
• Collaborate with teams to troubleshoot and install services.
• Recommend technical solutions for operational issues.
• Assist Treasury conversions and upgrades with testing and change management.
• Initiate Ethnography Studies to document client Payables/Receivables infrastructure.
• Collaborate with Product Manager and Vendors to review product info.
• Work with Sales Enablement on treasury systems to pursue automation (AI, API, RPA).

Skills

Treasury management

Onboarding consulting

Solution architecture

Client presentations

Vendor coordination

Project management

Communication skills

Education

Bachelor’s degree in business or computer science

Job description

Req ID: 78658

Location: Dallas -DAL

Areas of Interest: Treasury Services

Pay Transparency Salary Range: Not Available

Application Deadline: 10/09/2026

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: Join our Treasury team to deliver and advise on efficient account structures for effective cash management, covering collections, payments, information management, and fraud protection. We cater to businesses of all sizes, enhancing their financial stability, flexibility, and competitiveness.

Job Description

The Treasury Technical Onboarding Consultant is primarily responsible for partnering with the Treasury Management Officers (TMOs) in closing deals and often participate in the sales process to gain a deeper understanding of the client’s processes and issues. They help to bridge the gap between sales and onboarding from a technical perspective and are the subject‑matter experts in treasury management and working capital products. They serve as trusted advisors to the bank’s payment solutions sales consultants, clients, and product management teams, all of whom are working toward the common goals of solving client problems, maximizing the banks capabilities, and growing client relationships.

Team Culture

At BOKF, our Treasury Services culture is rooted in integrity, collaboration, and innovation. We foster an inclusive environment where team members are empowered to share their perspectives and contribute to success. Our commitment to continuous learning keeps us ahead of industry trends, enabling us to deliver top‑tier solutions for our clients. By prioritizing excellence and customer‑centricity, we provide exceptional financial services that drive client success. Join us to be part of a dynamic, supportive, and forward‑thinking team where your skills are valued, and your career can thrive.

How You'll Spend Your Time

• You will lead on‑site client presentations and planning sessions to educate clients on the bank’s complex offerings, best practices, and industry trends.
• You will showcase BOKF’s key treasury solutions, highlighting their features, functionality, and value to meet specific client needs.
• You will develop financial solutions and act as a liaison for complex projects, leveraging both the client’s and bank’s capabilities.
• You will support sales for emerging product solutions (such as Real‑Time payments, ERP integrations, and others).
• You will provide “Voice of the Client” feedback to Sales, Sales Enablement, and Product Management.
• You will gather commercial customer technical requirements for service onboarding.
• You will manage technical dependencies and critical paths for complex onboardings, ensuring timelines and budgets are met while coordinating with internal teams, clients, and vendors.
• You will collaborate with internal and external teams to troubleshoot and ensure successful service installation.
• You will recommend technical solutions for operational issues.
• You will play a key role in Treasury conversions and upgrades, offering guidance, testing, and change management.
• You will initiate Ethnography Studies to gather and document the client's Payables, Receivables technological infrastructure and workflow.
• You will collaborate with the Product Manager and Vendors to review product information and ensure customers fully understand all applicable services.
• You will collaborate with the Sales Enablement Team on various Treasury systems to identify and implement automation opportunities, including AI, API, and RPA initiatives, ensuring projects are reviewed, approved, and executed.

Education & Experience Requirements

This level of knowledge normally acquired through completion of a bachelor’s degree in business, computer science or related degree with 7-10 years relevant banking, product consulting and technology experience or an equivalent combination of education and experience.

• Extensive knowledge of banking products and services.
• 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.
• Experience with project management methodologies and best practices.
• Extensive and in-depth knowledge of product delivery systems and on-line computer systems.
• Advanced knowledge in technical onboarding/consulting, resource management practices and change management techniques.
• Thorough knowledge of technical development and execution, planning, 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.
• Strong consultative skills, with the ability to present and explain technical information in a way that establishes rapport, persuades others, and gains understanding.

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.