Treasury Technical Onboarding Consultant

Req

Location:

Dallas
-DAL

Areas of Interest:
Treasury Services

Pay Transparency Salary Range:
Not Available

Final date to receive applications: 10/09/2026

BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates Trans Fund 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: BOKF Performance Plan (D02)

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.

The Treasury Technical Onboarding Consultant is primarily responsible for partnering with the Treasury Management Officers (TMOs) in closing deals and often participate in the sales process to gain a deeper understanding of the client’s processes and issues. They help to bridge the gap between sales and onboarding from a technical perspective and are the subject‑matter experts in treasury management and working capital products.

They serve as trusted advisors to the bank’s payment solutions sales consultants, clients, and product management teams, all of whom are working toward the common goals of solving client problems, maximizing the banks capabilities, and growing client relationships.

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.

• You will lead on‑site client presentations and planning sessions to educate clients on the bank’s complex offerings, best practices, and industry trends.
• You will showcase BOKF’s key treasury solutions, highlighting their features, functionality, and value to meet specific client needs.
• You will develop financial solutions and act as a liaison for complex projects, leveraging both the client’s and bank’s capabilities.
• You will support sales for emerging product solutions (such as Real‑Time payments, ERP integrations, and others).
• You will provide “Voice of the Client” feedback to Sales, Sales Enablement, and Product Management.
• You will gather commercial customer technical requirements for service onboarding.
• You will manage technical dependencies and critical paths for complex onboardings, ensuring timelines and budgets are met while coordinating with internal teams, clients, and vendors.
• You will collaborate with internal and external teams to troubleshoot and ensure successful service installation.
• You will recommend technical solutions for operational issues.
• You will play a key role in Treasury conversions and upgrades, offering guidance, testing, and change management.
• You will initiate Ethnography Studies to gather and document the client's Payables, Receivables technological infrastructure and workflow.
• You will collaborate with the Product Manager and Vendors to review product information and ensure customers fully understand all applicable services.
• You will collaborate with the Sales Enablement Team on various Treasury systems to identify and implement automation opportunities,…