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Treasury Onboarding Jobs (NOW HIRING)

BOK Financial

Treasury Onboarding Consultant

Mesa, AZ · On-site

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 ...

BOK Financial

Treasury Onboarding Consultant

Mesa, AZ · On-site

The Treasury Onboarding Consultant collaborates with Treasury Sales Analyst, TMOs and Relationship Managers (RMs) to implement products and services for customers of small to moderate size and ...

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How much do treasury onboarding jobs pay per hour?

As of Jul 17, 2026, the average hourly pay for treasury onboarding in the United States is $25.95, according to ZipRecruiter salary data. Most workers in this role earn between $18.99 and $29.09 per hour, depending on experience, location, and employer.

What is the difference between Treasury Onboarding vs Treasury Analyst?

AspectTreasury OnboardingTreasury Analyst
Required CredentialsTypically includes finance or accounting degrees, certifications like CFA or CPASimilar credentials, often with additional experience in treasury operations
Work EnvironmentFocuses on integrating new treasury systems, processes, and policiesAnalyzes financial data, manages cash flow, and supports treasury functions
Employer & Industry UsageUsed during new employee integration or system implementation in finance departmentsCommonly employed in corporate finance teams to optimize treasury activities

While Treasury Onboarding involves integrating new treasury processes and systems, Treasury Analysts focus on analyzing financial data and managing treasury operations. Both roles require similar credentials and are essential in corporate finance, but they serve different stages of treasury management.

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Treasury Onboarding jobs near you
Treasury Onboarding Consultant

Treasury Onboarding Consultant

BOK Financial

Mesa, AZ • On-site

Other

Re-posted 5 hours ago

Job description

Req ID: 77849 

Location: Albuquerque -ALBQ, Kansas City -KSCY, Tempe -TEMP 

Areas of Interest: Treasury Services; Training & Development 

Pay Transparency Salary Range: Not Available 

Application Deadline: 07/24/2026

BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial.

Bonus Type
BOKF Performance Plan (D02)
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 Services culture thrives on integrity, collaboration, and innovation. We create an inclusive environment where team members are empowered to share their perspectives and drive success. Our dedication to continuous learning keeps us at the forefront of industry trends, enabling us to deliver exceptional solutions for our clients. Join us to be part of an energetic, supportive, and visionary team where your skills are celebrated, and your career can thrive.

How You'll Spend Your Time
  • You will collaborate with TSAs, TMOs, and RMs to gather requirements from smaller customers and consult on custom solutions.
  • You will evaluate risk, scalability, and long-term support of custom solutions, and work with leadership to design and approve optimal solutions.
  • You will configure, test, and validate customized solutions, troubleshoot issues, and maintain communication throughout the implementation lifecycle.
  • You will train and educate customers on implementations, respond to queries, and collect data for problem tickets.
  • You will transition customers from sales to implementation, ensuring a smooth handover and identifying opportunities for additional solutions.
  • You will act as a subject matter expert, suggest process improvements, update checklists, and assist in creating materials for new products.
Education & Experience Requirements

This level of knowledge is normally acquired through completion of a bachelor's degree in business and/or related degree with 3-5 years' related experience or 5-7 years' work-related experience.

  • Knowledge of products and/or services (product delivery systems including on-line, electronic bank products) as well as all other products offered through other areas of the Bank
  • Working knowledge of service requirements, implementation requirements, agreements and necessary distribution
  • General understanding and knowledge of Bank and Vendor operations as well as the Bank's organizational structure
  • Organization, time management and planning skills
  • Proficient in decision making, problem solving and team building
  • Well-developed oral and written communication skills to effectively represent self and BOKF, as well as ability to present complex information and issues in a clear and concise manner
  • Ability to effectively plan time, method, manner and sequence of own work assignments

BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees. With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career!  
Apply today and take the first step towards your next career opportunity!
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.

Please contact recruiting_coordinators@bokf.com with any questions. 

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