Treasury Services Onboarding Specialist I

Req ID: 76318 

Location: Tulsa -TUL 

Areas of Interest: Treasury Services 

Pay Transparency Salary Range: Not Available 

Application Deadline: 04/16/2025

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

BOKF Performance Plan (D02)

Summary

If you are interested in a career in Treasury Services with an industry-leading provider of sophisticated financial solutions, you've come to the right place.  Our commitment to you is a positive work environment, a deep connection to our communities, and a focus on putting our clients first.  We believe no challenge is too big and no opportunity is too small when we work together to build relationships.

Job Description

The Treasury Services Onboarding Specialist I provides technical and operational support for Treasury Onboarding Specialists, Treasury Client Service Prof, Treasury Sales Associate, Treasury Management Officers, Treasury Product Managers, and other internal clients. Ensures accurate and timely system implementation for Treasury products such as Exchange/DBIQ, ITMS, Business Invoicing(remove), Business Bill Payment, all types of sweeps, ICS, ZBA, ERD and other products while also being responsible for the accurate billing of over $115 million annually in Account Analysis fees.  Acts as coordinator and consultant for internal clients on various types of product setups.  Provides tier two technical support, partnering with Treasury Services Onboarding Supervisor, Specialist II and III and other internal departments to solve product issues.

Team Culture

Our teams are decentralized. We stay in communication with one another to make sure 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. Our teams work with product managers, analysts, operations, sales, vendors, and the product support team.

How You'll Spend Your Time

• You’ll ensure customer setups and billing are implemented and documented correctly. 
• You’ll analyze complex, interconnected systems and coordinate with internal departments and external vendors, acting as a subject matter expert on Treasury Products.
• You’ll consult, communicate, and train with Product Managers, Treasury Analysts, Treasury Management Officers, Implementations Specialists, and other internal clients and external vendors for regarding setup, billing, and functionality of various Treasury products.
• You’ll have the opportunity to provide input regarding process improvement and innovation which will benefit the bank and our clients.
• You’ll assist Treasury Services during conversions and upgrades.

Education & Experience Requirements

This level of knowledge is normally acquired through completion of a Bachelors degree and 1-2 years experience in a bank operations environment; or 6-8 years of equivalent work related experience in a technical environment preferred.