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Treasury Client Implementation Specialist II

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DATE: Apr 6, 2019


Company: BOK Financial

Req ID: 50610 

Areas of Interest: 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 Implementation Specialist II provides more efficient use of the Treasury Management Officer’s (TMO’s) time and sales skills while creating a transparent client experience. Responsible for making joint calls with TMO’s and individual customer calls to provide for complete and accurate implementation of services; provide client training and transition to CCS through coordination and meetings with the Client; communicates status of project with external Client, Relationship Manager (RM), TMO, Department Managers and Commercial Client Services Professional (CCSP); prepares, collects and verifies agreements are properly executed, completes setups and monitors to ensure setups are completed timely and accurately; ensures appropriate coding and pricing of analyzed services, and validates fees for services are being assessed accurately to ensure expected revenue stream. Acts as Subject Matter Expert for approximately 6 -8 cash management products.

  1. Meets with clients/prospects and obtains information required for service implementation. Implements services sold to client/prospect; coordinates parties and chairs meetings with Client and appropriate levels of IT and Operations personnel, RMs, and TMO’s regarding product criteria and delivery method. Provides troubleshooting technical expertise on electronic banking products relative to versions of Java, Windows or Internet Explorer or client firewalls. Initiates ASRs and coordinates with Applications Support personnel for programming; submits coding with profitability to Account Analysis to ensure billing and subsequently verifies that fees are being assessed accordingly; preparation of agreements and ensures customers execute and return agreements; scans, indexes, performs quality control of image quality and content of forms and agreements.
  2. Communicates with Client, TMO, RMs and DMs on status of implementations and reviews service set ups and product information. Recommend potential process changes.
  3. Via Salesforce, monitor Implementation Market Queue, accept and process requests, update status throughout the implementation; managing SalesForce dashboard for errors and missing data; responsible for getting TMO back in loop when implementations are not moving forward.
  4. Finalizes transition from Sales to Service and complete overview of services. Ensures customer is receiving appropriate charges for services provided and training the customer on how to understand billing method and the account analysis statement.
  5. SME for cash management products; supports Implementation Specialists and customers; works with PMs to keep product documentation updated and complete.

  • Thorough knowledge of all cash management products and services (product delivery systems including on-line, electronic bank products) as well as all other products offered through other areas of the Bank
  • Thorough knowledge of service requirements, implementation requirements, agreements and necessary distribution
  • Thorough understanding and knowledge of Bank operations as well as the Bank’s organizational structure
  • Strong PC and software application skills
  • Excellent organization, time management and planning skills
  • Excellent decision making, problem solving and team building skills
  • Excellent interpersonal, oral and written communication skills
This level of knowledge is normally acquired through completion of a Bachelor’s Degree in Business or related degree with 2-3 years Bank Operations/Customer Service experience (cash management experience of 2 or more years preferred); Or 8+ years equivalent banking related experience.

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. 

Nearest Major Market: Dallas
Nearest Secondary Market: Fort Worth

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