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Treasury Client Services Professional Lead

Scottsdale, AZ, US

Req ID: 50577 

Areas of Interest: Bank Operations; Banking Center Management; Branch Business Banking; Commercial Banking; Commercial Banking, Business Banking; Treasury Services 

BOK Financial (BOKF), Headquartered in Tulsa, Oklahoma, BOK Financial Corporation (NASDAQ: BOKF) is a top 25 U.S.-based financial services holding company with operations in ten states – Oklahoma, Texas, Arkansas, Arizona, Colorado, Kansas/Missouri, New Mexico, Nebraska and Wisconsin. The company began more than 100 years ago in Tulsa and has successfully diversified into a variety of industries, businesses and geographies.                  .

The Treasury Client Services Professional Lead provides technical and operational support to a portfolio of Commercial Banking and large Corporate customers (including high priority) for all DDA and Treasury Management Products and Services; Treasury products assist customers in setting their daily cash position and related investment options; Responsible for obtaining all Legal and BSA/AML CIP information required for new account opening; analyze documentation for accuracy and appropriateness for fulfilling regulatory and legal requirements; resolves daily customer issues/concerns sometimes engaging various departments in Treasury Services, Operations, Information Technology, and/or Relationship Managers; some products require communications with third party vendors to identify and resolve customer issue; inputs and tracks all customer initiated operating and system problems via Salesforce. Identifies and refers cross sell opportunities. Is responsible for directing daily departmental workflow, including call system monitoring, and scheduling to ensure effective customer coverage. Responsible for ensuring the ongoing development and training of CCSP I and II, and III’s. Must attain and maintain Product Expert status in a minimum of three products.

  1. Manages a portfolio of general and high priority corporate relationships; identifies document requirements, both legal (ownership and signatory authority) and regulatory (BSA/AML CIP requirements) for new account opening for both new and existing relationships; works with compliance and legal to determine appropriateness of any questionable documentation; interprets, diagnoses, and resolves operational and technical issues regarding all DDA (IMPACS system) and Treasury Management products; responds to all customers and updates the customer on the status of all issues on a same day basis (Sundown Rule); works with Operations, IT and 3rd party processors in troubleshooting problems/streamlining operating procedures; establishes relationships with customers including proactive calling and consultative referrals, fraud prevention and mitigation; re-training customers on commercial product usage, serves as primary contact for customer for any and all system problems encountered by customer users for multiple systems; utilizes skills to support and resolve a wide range of system problems encountered by customer users including the ability to instruct users to perform technical tasks.
  2. Maintains integrity of quality control systems by identifying operational problems/trends with commercial services and products; ensures back office follow up/resolution of reported problems using Salesforce Case Management; Remains abreast of rapidly changing technology advances within product set by utilizing all available reference materials and CBT courses offered.

  • Excellent communication / presentation skills
  • Extensive problem solving skills to facilitate escalated issue resolution
  • Extensive interpersonal, verbal, and written communication skills
  • Extensive knowledge of product delivery systems and on-line computer systems
  • Extensive knowledge of Bank operations
  • Expert knowledge of customer service etiquette
  • Extensive knowledge of banking and Treasury Management products
  • Extensive PC and software application skills with ability to understand new applications with minimum of exposure
  • Excellent ability to handle multiple requests in a competent and professional manner
This level of knowledge is normally acquired through completion of a Bachelor’s Degree and 4-5 years experience in a bank operations or customer service position or 9-10 years equivalent experience in a bank operations or customer service function.

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

Apply today and take the first step towards your next career opportunity!
BOK Financial is an equal opportunity employer.  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, sexual orientation, genetic information or veteran status.

Attention All Third Party Agencies, Headhunters, and Recruiters
BOK Financial and its Subsidiaries will not accept candidate submission by unsolicited third parties through this site or any company email address. All unsolicited candidates presented to BOK Financial and its Subsidiaries will be considered the property of BOK Financial. BOK Financial and its Subsidiaries will not be responsible for any fees associated with unsolicited candidates, nor will a contractual relationship be formed by the submission. BOK Financial and its Subsidiaries are not obligated and will not under any circumstances pay any fees to said third parties submitting candidates in this manner. BOK Financial and its Subsidiaries only forms contracts with recruiters with whom we have an established business relationship and with whom we have in place a signed agreement. All contact with BOK Financial and its Subsidiaries from third parties must be through our Human Resources Department. Any contact made outside of the BOK Financial Human Resources Department by a third party will cancel any future business relationships between the third party and BOK Financial.

Please contact with any questions. 


Investing in our talent and building a great workplace is a top priority at BOK Financial.

  • Empowered employees
  • Award-winning culture
  • Community commitment


BOK Financial is a regional banking powerhouse and one of the top 25 banks in the U.S. We are based in Tulsa, Oklahoma, and diversified in a variety of industries, businesses, and geographies throughout the U.S.


  • 4,900 employees
  • 27 Years of financial profitability
  • $30+ billion in assets
  • $5.2 million in charitable contributions in 2017

Nearest Major Market: Phoenix

Job Segment: Bank, Banking, Fraud Prevention, QC, Finance, Security, Customer Service, Quality

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