Client Service Consultant

BOK Financial provides a comprehensive suite of financial and investment solutions for businesses, organizations, municipalities, and nonprofits. For over 100 years, we have been dedicated to helping our clients manage operations, mitigate risk, and seize growth opportunities when the time is right.

About the role

The Client Service Consultant (CSC) serves in a client-facing role, assisting new and existing clients in establishing or maintaining deposit accounts across the BOKF footprint. The CSC is responsible for compliance with State and Federal regulations, internal policies and procedures, and Service Level Agreements.

Responsibilities

• Serve as the first point of contact for account opening and maintenance requests.
• Collect and validate documentation to support regulatory compliance requirements.
• Track client interactions and service activities using internal systems.
• Prepare account-opening documents and assist with digital banking enrollment.
• Create and maintain customer profiles and account records across banking platforms.
• Manage account records and coordinate check and debit card order fulfillment.

Team Culture

Our team thrives on a culture of integrity, collaboration, and innovation. We believe in building and nurturing strong client relationships, ensuring every interaction is meaningful and tailored to our clients' unique needs. Leadership prioritizes development and connection, creating an environment where employees can build lasting careers while contributing meaningful work.

Requirements

• Associate’s Degree in a Business-related field (Bachelor’s preferred) and minimum 4-6 years of experience in banking, or an equivalent 8-10 years combination of education and experience.
• Previous experience with Commercial deposit accounts is preferred.
• Knowledge of general banking principles and regulations.
• Experience with deposit account opening for commercial entities.
• Understanding of CDD/Beneficial Ownership Rules.
• Exceptional Excel and Word experience.
• Exceptional oral and written communication skills to effectively represent self and BOKF.
• Strong conceptual thinking and analytical skills with the ability to analyze complex problems and provide solutions.
• Strong ability to effectively plan time, method, manner, and sequence of assigned work assignments.

Benefits

BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building long-term careers. With passion, skill, and partnership, you can make an impact on the success of the bank, customers, and your own career.