Treasury Onboarding Consultant III

Req ID: 75203

Location: Oklahoma City -OKC, Tulsa -TUL, Dallas -DAL, Fort Worth -FTWT

Areas of Interest: Treasury Services

Pay Transparency Salary Range: Not Available

Application Deadline: 09/13/2024

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

Formula Based

Summary

BOK Financial is seeking a passionate individual for a role that involves partnering with Treasury Management Officers and Relationship Managers to implement solutions for large, complex customers. The role includes designing, testing, and implementing optimal solutions, providing system training, and serving as a customer contact point. This is an opportunity for growth and innovation in a team-oriented culture, where success is driven by talent and adherence to established standards.

Job Description

The Treasury Onboarding Consultant III is primarily responsible for partnering with Treasury Management Officers (TMOs) and Relationship Managers (RMs) to implement products and/or services solution for the largest and most complex customers. This role works independently to design, test, and implement an optimal solution for the customer. They also provide system training and education to the customer, and remain a point of customer contact for questions as needed. Serves as an informal lead to train and support lower level team members.

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

• In collaboration with TMOs and RMs, independently gather and analyze the needs of large or complex customers. Consult on their desired outcomes and best practices, evaluate the risks and scalability of custom solutions, and work with product managers and leadership to design and approve optimal solutions.
• Independently configure, test, validate solutions, troubleshoot issues, communicate with vendors, suggest proactive improvements, and maintain consistent communication with customers throughout the 3-6 month implementation lifecycle.
• Educate customers on implementations, respond to inquiries, collect necessary data, facilitate a smooth transition from sales to account management, and proactively offer tailored solutions based on customer interactions.
• Act a Subject Matter Expert in Commercial Payment Solutions, leverage your deep industry knowledge to train junior staff, lead initiatives, and contribute to the development of new products and enhancements.

Education & Experience Requirements

Level of knowledge is normally acquired through completion of a Bachelor's Degree in Business and/or related degree with 5-6 years' related experience or 7-9 years' work related experience.

• Demonstrated ability to provide leadership and guidance to Level I & II Onboarding Consultants on complex implementations
• Thorough knowledge of Treasury products and/or services concepts
• Strong Excel and Word experience
• Strong 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
• Strong vision and drive to identify and implement areas of improvement and automation

Working Conditions & Physical Requirements

Office - 20 lbs

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.

Oklahoma City, OK, US, 73102 Tulsa, OK, US, 74101 Dallas, TX, US, 75001 Fort Worth, TX, US, 76102
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