Treasury Client Svcs Professional II

Job Description

The Treasury Client Services Professional II provides technical and operational support to a portfolio of Commercial Banking customers (including high priority) for all DDA and Treasury Management Products and Services. They analyze documentation for accuracy and appropriateness for fulfilling regulatory and legal requirements, resolve daily customer issues/concerns, and engage various departments in Treasury Services, Operations, Information Technology, and/or Relationship Managers.

Responsible for obtaining all Legal and BSA/AML CIP information required for new account opening, identifying and referring cross-sell opportunities, and developing Product Expert status in at least one product.

Serves as the primary customer contact, providing timely responses, clear updates, and effective issue resolution. Manages a portfolio of commercial and corporate clients by reviewing receivables, settlement activity, and account needs. Reviews account documentation and partners with Compliance and Legal to address regulatory requirements and exceptions. Troubleshoots and resolves DDA (IMPACS) and Treasury Management system or product issues alongside Operations, IT, and vendors.

Builds strong customer relationships through proactive outreach, consultative support, fraud awareness, and product training. Tracks issues and trends in Salesforce, supports product testing, communicates system updates, and identifies cross-sell opportunities with RM partners.

Requirements

• Normal acquisition of knowledge through a Bachelor’s Degree and 3 to 4 years’ experience in a bank operations or customer service position or 7 to 8 years’ equivalent experience in a bank operations or customer service function.
• Excellent interpersonal, verbal, and written communication skills.
• Excellent knowledge of product delivery systems and on-line computer systems.
• Excellent knowledge of Bank operations.
• Excellent knowledge of customer service etiquette.
• Excellent knowledge of banking and Treasury Management products.
• Good PC and software application skills (Microsoft Office, Excel; Word).
• A thorough understanding of a multitude of software products and the ability to understand new applications with a minimum of prior exposure to the product.
• An excellent ability to handle multiple requests in a competent and professional manner.

Qualifications

• Must develop and maintain Product Expert status in at least one product.
• Team Culture: Integrity, Collaboration, Innovation.

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.

Pay

Not Available

Schedule

N/A