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BOK Financial · 15 hours ago

Treasury Services Onboarding Spec I

Tulsa, OK

Full-time

Onsite

Entry Level

1+ years exp

BOK Financial is a stable and financially strong organization that provides excellent training and development. The Treasury Services Onboarding Specialist I provides technical and operational support for Treasury Onboarding Specialists and ensures accurate and timely system implementation for Treasury products while managing billing for Account Analysis fees.

BankingCredit CardsFinancial Services

Responsibilities

You will ensure accurate documentation, setup, and implementation of customer Treasury products, including billing through Account Analysis

You will provide tier-two support for complex Treasury products and coordinate with internal teams and external vendors as needed

You will analyze interconnected systems to resolve issues and maintain product functionality

You will communicate and train internal stakeholders and external vendors on proper setup, billing, and functionality of Treasury products

You will assist senior specialists and supervisors in identifying departmental improvement opportunities

You will support Treasury Services during conversions and upgrades by completing cleanup projects

Qualification

Treasury Services productsTechnical backgroundBank operations knowledgeProblem solving skillsPCSoftware skillsInterpersonal skillsTime managementAttention to detail

Required

Completion of a Bachelors degree

1-2 years experience in a bank operations environment

Basic knowledge of Treasury Services products including Exchange/DBIQ, ITMS, Business Invoicing-remove, Business Bill Payment, all types of sweeps, ICS, 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

Attention to detail with accuracy and timeliness