Treasury Technical Onboarding Consultant

BOK Financial Corporation; Dallas (TX); On-site; USD 90,000 - 130,000; Full time

Job summary

BOK Financial Corporation seeks a Treasury Technical Onboarding Consultant to partner with Treasury Management Officers, bridging sales and onboarding from a technical perspective. You will serve as a subject-matter expert in treasury management and working capital products, guiding clients and internal teams to successful implementations.

You will collaborate with Sales Enablement and Product teams to identify automation opportunities, participate in Ethnography studies, and support conversions

Qualifications

• Bachelor’s degree in business, computer science or related degree with 7-10 years relevant banking, product consulting and technology experience.
• Extensive knowledge of banking products and services.
• Understanding bank and vendor operations and organizational structure.
• Strong PC and software application skills.
• Experience with project management methodologies and best practices.

Responsibilities

• Lead on-site client presentations and planning sessions to educate clients on complex offerings.
• Showcase treasury solutions, highlighting features and value for client needs.
• Develop financial solutions and act as a liaison for complex onboarding projects.
• Support sales for emerging product solutions, including Real-Time payments and ERP integrations.
• Gather client requirements for service onboarding and coordinate with internal teams.
• Collaborate with Product Manager and Vendors to review product information for customers.
• Identify automation opportunities and drive implementation with Sales Enablement.

Skills

Treasury onboarding

Project management

Stakeholder communication

Solution consulting

Banking products

Education

Bachelor's degree in business or computer science

Job description

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Treasury Technical Onboarding Consultant

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.

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
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