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.
- 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.
- 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
Apply today and take the first step towards your next career opportunity!
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.
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