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Treasury Implementation Consultant II

Houston, TX, US

Req ID: 72790 

Job Location: Texas: Houston TX 

Areas of Interest: Treasury Services 

Pay Transparency Salary Range: Not Available 

BOK Financial (BOKF), Headquartered in Tulsa, Oklahoma, BOK Financial Corporation (NASDAQ: BOKF) is a top 25 U.S.-based financial services holding company with operations in ten states – Oklahoma, Texas, Arkansas, Arizona, Colorado, Kansas/Missouri, New Mexico, Nebraska and Wisconsin. The company began more than 100 years ago in Tulsa and has successfully diversified into a variety of industries, businesses and geographies.                  .

Bonus Type

Formula Based

Summary

This role will work cross-functionally with a variety of areas in order to maximize the value of client agreements for treasury implementation and onboarding of customers. If you like setting clients up for success be part of this innovative team.    

Job Description

The Treasury Implementation Consultant II is primarily responsible for coordinating and leading the implementation of innovative and/or complex medium-to-large treasury and deposit solutions for clients; managing the client transition experience through collaborative dialogue with sales team and subject matter experts. The process involves developing an implementation project plan for clients (including multi-entity and multi-locations), obtaining necessary account information and executed legal documentation, conducting client training on effective product utilization, while providing technical support and resolution throughout the implementation process.

Team Culture

Our teams are decentralized, but we stay in communication with one another to ensure we deliver a consistent message. We learn from one another and draw on each other’s level of experience, no matter what location.

We operate as "One Team" and use the 7 Habits of a Highly Effective Team as a guide. Our team is fun, engaging and inspiring. We take initiative, focus on the final goal, set priorities, create win-wins, and seek to understand, synergize, and maintain a work-life balance.

You will build relationships and get to know your coworkers in operations and technology and sales, working across multiple lines of business. As the "voice of the client" you will work with product managers, analysts, operations, sales, external vendors, and the product support team.

 

How You'll Spend Your Time

You’ll implement services sold to clients.

You’ll identify and make recommendations to leadership on opportunities to improve the client experience 

You will consult with senior level Implementation Specialists leadership when assistance is needed on more complex transactions or when we are implementing a service not currently in use in the market. 

You’ll train clients using in-person or on-site, or via phone or Webex, or a combination there of depending on the complexity of the implementation and the mix of products. 

Education & Experience Requirements

This level of knowledge is normally acquired through completion of a Bachelor’s Degree in Business or related degree with 2-3 years Bank Sales/Operations/Customer Service experience (cash management experience of 2 or more years preferred); Or 8+ years equivalent banking related experience.

Working Conditions & Physical Requirements

Office - 20 lbs

BOK Financial is a stable and financially strong organization that provides excellent training and development to support building the long term careers of our employees. With passion, skill and partnership you can make an impact on the success of the bank, our customers and your own career!
 

Apply today and take the first step towards your next career opportunity!

If you are interested in a career with BOK Financial text "BOKF" to 25000 to engage with Olivia our virtual recruiting assistant.
 
BOK Financial is an equal opportunity employer.  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, sexual orientation, genetic information or veteran status.

Please contact recruiting_coordinators@bokf.com with any questions. 


TOP 3 REASONS TO APPLY


Investing in our talent and building a great workplace is a top priority for us.


  • Empowered employees
  • Award-winning culture
  • Community commitment



Base salary range explanation:

The base salary range represents an average range for this position. Actual offers to be determined based on the candidate’s qualifications, skills, experience and education. See job details for salary range and bonus type.

Benefits:

BOK Financial offers industry-leading benefits addressing your complete physical, financial and emotional health. Click here to see our benefits.


ABOUT BOK FINANCIAL


BOK Financial is an award-winning $46 billion regional financial services company and one of the top 30 banks in the U.S, based in Tulsa, Oklahoma.

We seek to continually foster and support the principles and values of our company by promoting an environment that is inclusive of the diverse values, opinions, experience, culture and needs of our employees, clients and communities.

FACTS:

  • 5,100 employees
  • 28 years of financial profitability
  • $79+ billion assets under management and administration
  • $5.8 million in charitable contributions in 2019 and $86 million since the start of the BOKF Foundation in 1998



Nearest Major Market: Houston

Job Segment: Bank, Banking, Technical Support, Implementation Manager, Finance, Technology

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