Treasury Client Services Prof III

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®.

About the role

The Treasury Client Services Professional III serves as the primary point of contact for a designated portfolio of clients, providing technical and operational support on DDA and Treasury Management Products and Services. The TCSP III works independently to assist customers set their daily cash position and related investment options and resolve daily customer issues/concerns. Portfolio level varies from moderately complex to complex, and incumbents work independently with moderate guidance from a Supervisor, seeking assistance on the most complex client communications and approvals.

Team Culture

At BOKF, our treasury services culture thrives on integrity, collaboration, and innovation. We create an 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.

Responsibilities

• Independently manage complex Treasury client accounts, ensuring accurate setup and functionality.
• Review and verify legal and regulatory documentation for new and existing account openings.
• Collaborate with Compliance and Legal teams to resolve documentation issues.
• Troubleshoot and resolve technical issues, updating clients promptly per the End-of-Day Directive.
• Coordinate with internal teams and vendors to resolve problems and improve processes.
• Build strong client relationships through proactive outreach, fraud prevention, and training.
• Mentor junior team members and continuously expand your product and system knowledge.

Requirements

• Completion of an Associate’s Degree in a Business-related field (Bachelor’s preferred) and 4 years’ experience in banking and treasury client servicing, or an equivalent combination of education and experience.
• Advanced understanding of banking regulations, deposit products/services, and treasury products/services.
• Advanced Excel and Word experience.
• Advanced oral and written communication skills to effectively represent self and BOKF.
• Demonstrated ability to establish and build healthy working partnerships with clients, vendors, and peers.
• Advanced conceptual thinking and analytical skills with the ability to provide resolution to problems of moderate complexity.
• Ability to effectively plan time, method, manner, and sequence of own work assignments.

Benefits

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.