Tulsa Treasury Onboarding Consultant: Implement & Optimize

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

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