Treasury Onboarding Project Manager

Req ID: 70741

Job Location: DFW - Dallas TX

Areas of Interest: Treasury Services

Colorado Base Salary Range: Not Available

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

Bonus Type

Formula Based

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. The Treasury Onboarding Project Manager is primarily responsible for providing Project and Change Management, Sales, Operational and Technical support to ensure the successful onboarding of BOKF's products and services.

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 Onboarding Project Manager is primarily responsible for providing Project and Change Management, Sales, Operational and Technical support to ensure the successful onboarding of BOKF's products and services. Partners with, and acts as the liaison between, Commercial customers, Treasury Sales, Product Management, Operations, and the Onboarding Team to address and resolve unique or non-standard client processing requirements. Acts as Change Agent/Practitioner to ensure our Clients, Treasury Teams and Partners receive appropriate Awareness, Knowledge, Ability and Reinforcement to successfully manage the transition of our customers onto the BOKF products and services.

Team Culture

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. You are the voice of the client.

How You'll Spend Your Time

• You will partner with, and act as the liaison between, commercial customers, treasury sales, product management, operations, and the onboarding team to address and resolve unique or non-standard client processing requirements. This position acts as a change agent/practitioner to ensure our clients, treasury teams and partners receive appropriate awareness, knowledge, ability and reinforcement to successfully manage the transition of our customers into BOKF products and services.

• You will drive successful gathering of commercial customer requirements required for service onboarding, formulate and define the scope and objectives of projects, identify and manage project dependencies and critical path items pertaining to complex projects to ensure desired timelines and budget expectations are met.

• You will serve as liaison to both internal and client technology teams and vendors to ensure business requirements are fully understood and attained. You will also manage troubleshooting to ensure a successful installation of the service.

• You will assist onboarding consultants with complex onboarding and transition requirements, and provide assistant with guiding less-experienced consultants in matters relating to best practices and procedures, while recommending potential solutions when operational processes experience difficulties.

Education & Experience Requirements

This level of knowledge normally acquired through completion of a Bachelor's degree in Business or related degree with 7-10 years relevant banking, project/change management and client onboarding experience or an equivalent combination of education and experience.

• Extensive knowledge of banking products and services as well as all other products offered through other areas of the Bank
• Understanding and knowledge of Bank and Vendor operations as well as the Bank's organizational structure
• Strong PC and software application skills
• 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
• Extensive and in-depth knowledge of product delivery systems and on-line computer systems
• Advanced knowledge in project management methodologies and tools, resource management practices and change management techniques
• Thorough knowledge of project plan development and execution, scope planning, schedule development, quality planning assurance, organizational planning, communications planning, risk identification and risk response control.
• Strong consultative skills
• Exceptional interpersonal, verbal, and written communication skills with the ability to prepare and deliver persuasive oral presentations and demonstrations
• Ability to present and explain technical information in a way that establishes rapport, persuades others, and gains understanding

Working Conditions & Physical Requirements

Office - Occasional Travel

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!

If you are interested in a career with BOK Financial text "BOKF" to 25000 to engage with Olivia our virtual recruiting assistant.

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 [email protected] with any questions.