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BUSINESS BANKING SALES AND SERVICE PROFESSIONAL II

Littleton, CO, US

Req ID: 50071 

Areas of Interest: Commercial Banking, Business Banking; Loan Operations 

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 Business Banking Sales and Service Professional II is responsible for working directly with the Business Banking Relationship Managers and Business Banking customers. This position provides complex account administrative support and record keeping within Business Banking and general support and assistance to Relationship Managers.  Assigned tasks are generally complex in nature requiring broad experience, skill and general knowledge of Bank’s lending policies and practices.  Operates within limited direction with regard to account support and record keeping and operates independently on administrative tasks, setting priorities, procedures and follow through for accomplishing work assignments.

 

PRINCIPAL DUTIES AND RESPONSIBILITIES

 

  1. Interacts with customers, managers, attorneys and accountants via telephone, written communications, or meetings regarding problem resolution and/or account maintenance; serves as liaison between operational and support areas, customer, and area in-market personnel; performs research and communicates resolution of problem to customer; resolves questions and problems presented by customers concerning transactions in their accounts and day to day operational issues.  Coordinate with customers to ensure accurate customer prepared reporting.
  2. Interacts daily with internal and external contacts to ensure that all account activity such as account opening and closing, payments to and from customers, and requests from customers are processed timely; loan advances, deposits, distributions, wire transfers, loan bookings, DDA transfers and receipts are processed timely.
  3. Assist in performance of complex administrative activities, which may include regulatory reviews, account distributions, preparation of loan documents and underwriting requests, account exception clearing, and ensuring customer relationships are in compliance through various measures of review and tracking.  Assist RM with portfolio maintenance.
  4. Assist Business Banking Relationship Managers in developing new lending and depository business with existing and prospective customers including preparation of advance presentation packages for bank product presentations and in-market focused sales campaigns.  Work to increase customers’ utilization of product features such as auto debit and online banking.  Prospect identification research through Salesforce and internet search engines.
  5. Prepares documents for management review and reporting.  This may include new product proposals, sales presentations, new business reports, customer performance and relationship maintenance reports, Assist with setting up and training new SSP’s and Business Banking RM’s.

 

KNOWLEDGE, SKILLS and ABILITIES:

 

  • Thorough knowledge and understanding of lending practices and policies, loan documentation and collateral regulations and requirements.
  • Thorough knowledge of deposit, loan and investment systems, report generation and information gathering.
  • Excellent customer relation skills focused on delivering superior service quality.
  • Excellent PC skills including spreadsheet and word processing applications, and proprietary applications.
  • Excellent oral and written communication skills.

 

This level of knowledge is normally acquired through a Bachelor's degree along with 1-2 years of experience; or 7-8 years of equivalent work 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 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 at BOK Financial.


  • Empowered employees
  • Award-winning culture
  • Community commitment



ABOUT BOK FINANCIAL


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.

FACTS:

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



Nearest Major Market: Denver

Job Segment: Banking, Bank, Administrative Assistant, Finance, Administrative

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