Treasury Onboarding Consultant

Summary

As a treasury management consulting team, we engage directly with clients, providing market insights and best practices on themes such as treasury optimization, reducing fraud risk, working capital benchmarking, and industry-leading trends. We define strategic goals and develop holistic strategies, using a proactive approach to deliver cutting-edge solutions that meet our clients’ evolving needs.

Job Description

The Treasury Onboarding Consultant collaborates with Treasury Sales Associates, TMOs and Relationship Managers (RMs) to implement products and services for customers of small to moderate size and complexity. This role, with occasional oversight, design, tests, and implements optimal solutions for customers. Additionally, provides system training and education, remaining a point of contact for the customer inquiries as needed.

Team Culture

At BOKF, our Treasury Servic...