Treasury Implementation Consultant II at BOK Financial in Tulsa, Oklahoma

Posted in Banking 3 days ago.

Job Description:

Req ID:60714

Job Location:TulsaTulsaOK

Areas of Interest:Treasury Services

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. .

Base Salary Range

$48,059 - $67,403

Bonus Type

Formula Based


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.

About the Role

You'll be coordinating and leading the implementation of treasury and deposit solutions for mid-market to large commercial clients, and managing the client transition experience through collaboration with the sales team and subject matter experts. You'll develop an implementation project plan for clients (including multi-entity and multi-locations), obtain necessary account information and execute legal documentation. You will also conduct client training on effective product utilization and provide technical support and resolution. You'll be the Subject Matter Expert for multiple cash management products, support other Implementation Consultants and internal business partners, working with Product Managers to keep all product documentation updated and complete for use in workflow and documentation.

What You Can Expect

You'll lead, and project manage client kickoff and ongoing implementation meetings and interview clients and prospects to uncover information required for service implementation. Your knowledge of cash management services, benefits, features, and operations will set you up for success. Communication is critical throughout the project with external clients, treasury management officers, relationship managers, and leadership. Training will be at the heart of this role to set clients up for success.

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.

We'd Like to Talk to You

COMMUNICATION: You will need exceptional verbal and written communication to express yourself clearly and concisely to internal and external clients.

PROBLEM SOLVER: You will need to use skillful questioning to draw out information and make informed decisions to resolve issues.

INITIATIVE: You will need to identify what to do before being asked to do it and look at what's next to anticipate customer needs.

TECHNICAL EXPERTISE: You will use your solid knowledge of product delivery systems, on-line computer systems, and MS Office to navigate multiple systems.

TREASURY MANAGEMENT: You will use your knowledge and experience with banking and finance, cash management, bank operations, and products and services to deliver concierge-style service to clients

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.

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!

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 with any questions.