Summary

Together, our Treasury Management team, we engage directly with clients, providing market insights and best practices on areas 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

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.

We welcome applicants of all experience levels, including those earlier in their careers who are motivated to learn and develop in this space.

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 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.

How You'll Spend Your Time

Project Management

Own integrated project plans, milestones, and dependencies
Lead execution across internal Lines of Business, Operations, IT, and vendors
Manage risks, issues, scope changes, and escalations
Drive decisionmaking and readiness to proceed
Report status with clear RAG posture and recommended actions
Identify and manage critical path items pertaining to complex projects to ensure desired timelines and expense reduction expectation.
Collaborate with Onboarding Management Team on project opportunities to improve the team's internal process flow and gaps in setups.
Partner with Technical Onboarding Consultant to support external client onboarding projects.
Recommends potential solutions when operational processes experience difficulties.

Change Management & Quality Control Management

Assessing change impacts within onboarding and our LOB partners (people, process, controls, systems)
Partner with Marketing and Communications to execute change plans (comms, training, reinforcement)
Collaborate with leaders to drive adoption and accountability
Measure readiness, resistance, and adoption risks
Ensure handoffs to BAU are deliberate

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

The companies in BOK Financial Corporation Group are equal opportunity employers. 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, pregnancy status, sexual orientation, genetic information or veteran status.

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Treasury Onboarding Project Manager