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Client Relationship Specialist III

Fort Worth, TX, US

Req ID: 68885 

Job Location: 777 Main Fort Worth TX 

Areas of Interest: Commercial Banking 

Colorado Base Salary Range: Not Available 

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.                  .

Bonus Type

Discretionary

Summary

You place great value on building meaningful relationships, and you do so by leveraging your excellent interpersonal skills. You find satisfaction in helping others by serving their needs. You make the most out of every opportunity. Bring your knowledge, skills, and abilities to us as a Client Relationship Specialist II. You'll be positioned for a great career!

Job Description

The Client Relationship Specialist III supports relationship managers and clients in the management of the commercial banking portfolios, including compliance/operational processes, ensuring that all of the commercial banking processes flow effectively and efficiently. Comprehensive understanding of role and work is completed with limited review and guidance from CSR IV and Supervisor. Range of customers supported is broader than CSR II and work is moderately complex to complex.

Team Culture

In this team, we bounce ideas off each other and work collaboratively to support our Relationship Managers, clients, and business partners. This position allows for continuous growth and learning and provides exposure to different areas of the Bank.

How You'll Spend Your Time

  • You will proactively interact with clients, attorneys, and accountants on a limited basis regarding routine to moderately complex account inquiries, problem resolutions, and/or account maintenance issues.
  • You'll support the Commercial Lenders clients and business partners through report monitoring, collaboration, research, and problem-solving on routine to moderately complex issues.
  • You'll utilize Know Your Customer and Consumer Due Diligence on all new clients, including completing most of the documentation and entering the information into TouchPoint Sales and Service.
  • You'll manage exception reports and the requirements and process of clearing outstanding exceptions promptly.
  • You'll develop, design, and maintain information in spreadsheets and database programs using various software programs' most complicated features while generating and distributing routine reports, with oversight from a Client Relationship Specialist IV or Supervisor.
  • You'll assist Commercial Lending Officers in developing new lending and depository business with existing and prospective customers, including preparing packages for Bank product presentations, with guidance from CRS IV or Supervisor. 

Education & Experience Requirements

Required level of knowledge is normally acquired through completion of an Associate’s Degree and 4 years’ experience in a banking or customer service environment or an equivalent combination of education and experience.

Working Conditions & Physical Requirements

Office - Occasional Travel

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!

If you are interested in a career with BOK Financial text "BOKF" to 25000 to engage with Olivia our virtual recruiting assistant.
 
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.

Please contact recruiting_coordinators@bokf.com with any questions. 


TOP 3 REASONS TO APPLY


Investing in our talent and building a great workplace is a top priority for us.


  • Empowered employees
  • Award-winning culture
  • Community commitment



Base salary range explanation:

The base salary range represents an average range for this position. Actual offers to be determined based on the candidate’s qualifications, skills, experience and education. See job details for salary range and bonus type.

Benefits:

BOK Financial offers industry-leading benefits addressing your complete physical, financial and emotional health. Click here to see our benefits.


ABOUT BOK FINANCIAL


BOK Financial is an award-winning $46 billion regional financial services company and one of the top 30 banks in the U.S, based in Tulsa, Oklahoma.

We seek to continually foster and support the principles and values of our company by promoting an environment that is inclusive of the diverse values, opinions, experience, culture and needs of our employees, clients and communities.

FACTS:

  • 5,100 employees
  • 28 years of financial profitability
  • $79+ billion assets under management and administration
  • $5.8 million in charitable contributions in 2019 and $86 million since the start of the BOKF Foundation in 1998



Nearest Major Market: Fort Worth
Nearest Secondary Market: Dallas

Job Segment: Bank, Banking, Database, Finance, Technology

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