Treasury Services Onboarding Specialist I

Req ID: 73406

Location: Tulsa -TUL

Areas of Interest: Treasury Services

Pay Transparency 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. 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 Implementation Specialists, Commercial Client Service Specialists, Treasury Analysts, Treasury Management Officers, Treasury Product Managers, and other internal clients. Ensures accurate and timely system implementation for Treasury products such as TreasurySource, Remote Corporate Capture, Business Invoicing, Business Bill Payment, all types of sweeps, ZBA, ERD and other products while also being responsible for the accurate billing of over $75 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 Account Services 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.

• Basic knowledge of Treasury Services products including TreasurySource, Remote Corporate Capture, Business Invoicing, Business Bill Payment, all types of sweeps, ZBA, ERD, and Weiland.
• Technical background including online relational database, storage, and systems administration.
• Problem solving skills with a demonstrated ability to analyze problems with interconnected applications.
• Ability to understand operating systems best practices and standards.
• Demonstrated time management and prioritization skills. Demonstrated ability to meet deadlines in a high-pressure, fast-paced environment while still maintaining high quality work.
• Interpersonal skills, including oral and written communication skills
• Knowledge of bank operations and systems
• Excellent PC, software application skills, and on-line computers systems knowledge

Working Conditions & Physical Requirements

Office - 20 lbs

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 918-818-3042 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.