Treasury Onboarding Consultant
At a glance
Mid-level Customer Success role at BOK Financial. Tulsa · no salary stated · we estimate $85,000–$135,150 across the United States.
BOK Financial has not published a salary for this role. The figure below is our estimate, not theirs.
growthroles summary, based on the employer's posting.
What you'll do
- Gather smaller customers’ needs with treasury sales and relationship teams, then shape tailored implementation plans
- Assess custom options for risk, growth capacity and ongoing support, and seek leadership approval for the chosen approach
- Set up and test customer solutions, resolve implementation problems and keep customers informed through launch
- Show customers how to use their new services, answer questions and capture details for support tickets
- Hand customers from sales into implementation, while spotting further solutions and refining team processes
What you bring
- You have a business or related bachelor’s degree plus three to five years of relevant experience, or five to seven years of related work
- You understand bank products and their delivery systems, including online and electronic banking services
- You know service and implementation needs, relevant agreements, distribution processes and how bank and vendor operations work
Who this fits
This suits someone who can manage their own workload, communicate complex information clearly and work with sales, treasury and relationship teams. The role is based in Tulsa and focuses on implementing services for smaller customers, with occasional oversight.
From the employer
Req ID: 78870
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!
Apply today and take the first step towards your next career opportunity!
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.
Please contact recruiting_coordinators@bokf.com with any questions.
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