Treasury Technical Onboarding Consultant

Location: Dallas – DAL

Req ID: 78658

Application Deadline: 10/09/2026

Summary

Join our Treasury team to deliver and advise on efficient account structures for effective cash management, covering collections, payments, information management, and fraud protection. We cater to businesses of all sizes, enhancing their financial stability, flexibility, and competitiveness.

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.

Responsibilities

• Lead on‑site client presentations and planning sessions to educate clients on the bank’s complex offerings, best practices, and industry trends.
• Showcase BOKF’s key treasury solutions, highlighting features, functionality, and value to meet specific client needs.
• Develop financial solutions and act as a liaison for complex projects, leveraging both the client’s and bank’s capabilities.
• Support sales for emerging product solutions (e.g., Real‑Time payments, ERP integrations, and others).
• Provide “Voice of the Client” feedback to Sales, Sales Enablement, and Product Management.
• Gather commercial customer technical requirements for service onboarding.
• Manage technical dependencies and critical paths for complex onboardings, ensuring timelines and budgets are met while coordinating with internal teams, clients, and vendors.
• Collaborate with internal and external teams to troubleshoot and ensure successful service installation.
• Recommend technical solutions for operational issues.
• Play a key role in Treasury conversions and upgrades, offering guidance, testing, and change management.
• Initiate ethnography studies to document the client’s payables and receivables technological infrastructure and workflow.
• Collaborate with the Product Manager and vendors to review product information and ensure customers fully understand applicable services.
• Work with the Sales Enablement Team on Treasury systems to identify and implement automation opportunities, including AI, API, and RPA initiatives, ensuring projects are reviewed, approved, and executed.

Requirements

• Bachelor’s degree in business, computer science, or related field (or equivalent combination of education and experience).
• 7–10 years of relevant banking, product consulting, and technology experience.
• Extensive knowledge of banking products and services.
• Understanding of bank and vendor operations and organizational structure.
• Strong PC and software application skills.
• Excellent organization, time management, and planning abilities.
• Strong decision‑making, problem‑solving, and team‑building skills.
• Experience with project management methodologies and best practices.
• In‑depth knowledge of product delivery systems and online computer systems.
• Advanced knowledge in technical onboarding/consulting, resource management, and change management techniques.
• Thorough knowledge of technical development and execution, quality assurance, risk identification, and risk response control.
• Exceptional interpersonal, verbal, and written communication skills, with ability to deliver persuasive presentations and demonstrations.
• Strong consultative skills, able to present technical information in a clear, persuasive manner.

About BOK Financial Corporation Group

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