Treasury Onboarding Consultant

Bonus Type

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 Analyst, 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