Treasury Onboarding Consultant II

Req ID: 75171 Location: Denver -DEN, Albuquerque -ALBQ, Gilbert -GILB, Houston -HOUS, Phoenix -PHOE, Scottsdale -SCOTT, Tulsa -TUL... Areas of Interest: Treasury Services Pay Transparency Salary Range: $55,000 - $80,000, plus incentives Application Deadline: 07/21/2024 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 You place great value on building meaningful relationships, and you do so by leveraging your excellent interpersonal skills. You find satisfaction in helping others by offering sound financial advice. You make the most out of every opportunity. Bring your knowledge, skills, and abilities to us as a Treasury Onboarding Consultant II. You’ll be positioned for a great career! Job Description The Treasury Onboarding Consultant II is primarily responsible for partnering with Treasury Management Officers (TMOs) and Relationship Managers (RMs) to implement products and/or services for customers of moderate size and/or complexity. This role works with occasional oversight 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. Team Culture We are a collaborative, conscientious, and goal-oriented team. Everyone is equal and treated as such. We value initiative, and we care about the quality of our work. Managers across the line of business are readily available and accessible for any needs you may have. You are responsible for driving the process, and our leaders are there to support you. Mentorship within the team is a common practice that will provide growth opportunities. We are deeply connected to our communities, and we give our time to a variety of worthy causes. We are proud of BOK Financial’s generous contributions to local organizations and the numerous ways we give back. You’ll be front and center representing the bank and our brand in the market you serve. How You'll Spend Your Time • In partnership with TMOs and RMs, you will independently gather requirements from smaller or less-complex customers regarding the short and long term needs for products and/or services. You will consult with customers on approaches, desired outcomes, best practices, and custom solutions. You will evaluate risk, scalability, and long term support of custom solution requests while working with product managers and leadership to design optimal solutions and submit for approval. • You will, with occasional assistance, configure, test, and validate the customized solution. You will anticipate and identify issues inhibiting successful configuration while developing and implementing corrective actions. You will trouble shoot questions/issues as they arise—directly communicating with vendors. You will provide regular and consistent communication with customers, TMOs and RMs throughout the implementation lifecycle (3-6 months). • You will train/educate customers on implementations, and independently respond to email questions and unscheduled calls asking for help as needed. You will collect customer data required to submit problem tickets to vendors. • You will transition the customer from Sales through Implementation by reviewing client structure and completing an overview of services to ensure a transparent and smooth transition for ongoing Account Management. You will look for opportunities to offer other solutions to the customer based on past experiences or inferences made by the customer. • You will proactively suggest improvements to processes/procedures/documentation/research while participating with some oversight in the creation of materials needed for 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 3-5 years’ related experience or 5-7 years’ work related experience. • Solid 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 • Advanced understanding and knowledge of Bank and Vendor operations as well as the Bank’s organizational structure • Excellent organization, time management and planning skills • Excellent decision making, problem solving and team building skills • Excellent interpersonal skills including oral and written communication skills • 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 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