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TransFund Senior Relationship Manager

Remote, US Tulsa, OK, US, 74101

Req ID: 74876 

Location: Remote, Tulsa -TUL 

Areas of Interest: Relationship Management 

Pay Transparency Salary Range: $85,000 - $110,000 

Application Deadline: 08/01/2024

BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial®.

Bonus Type

Formula Based


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 offering sound advice. You make the most out of every opportunity. Bring your knowledge, skills, and abilities to us as a Relationship Manager in TransFund. You’ll be positioned for a great career!

Job Description

The Senior Relationship Manager, TransFund is primarily responsible for directing and providing service to TransFund’s most significant and technically complex clients, including ongoing support, consultation, cross-selling new products, and contract renewal.  Also produces network improvements through product development, system enhancements, training materials and customer documentation, and provides training for lesser-experienced Relationship Managers.

Team Culture

This is a team that has your back, where collaboration creates trust, and everyone pitches in when there is an issue to resolve. Regularly scheduled team meetings and teambuilding activities are commonplace.

How You'll Spend Your Time


  • You’ll have the autonomy to define your own call/work plan for the year.
  • You’ll travel about 50% of the time.
  • You’ll act as the senior escalation contact for client service issues.
  • You’ll participate in the development of new products and network enhancements to provide additional revenue opportunities.

Education & Experience Requirements

The required level of knowledge is normally acquired through a Bachelor's degree in Business or Finance and 7+ years’ experience in the EFT industry with 5+ years’ experience in sales and relationship management involving financial institutions, data processors, ATMs and a card base commercial lending environment or an equivalent combination of education and experience. 

  • Extensive knowledge of the EFT Industry, especially related to processing
  • Extensive knowledge of relationship management methodology
  • Advanced knowledge of Bank products, operations/product delivery system, banking applications
  • Excellent verbal and written communication skills
  • Excellent PC and software package skills and on-line system experience
  • Excellent organizational skills
  • Excellent interpersonal skills in order to lead, motivate, and promote team building

Working Conditions & Physical Requirements

Office - Occasional Travel

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. With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career!  
Apply today and take the first step towards your next career opportunity!

The companies in BOK Financial Corporation Group are equal opportunity employers.  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, pregnancy status, sexual orientation, genetic information or veteran status.

Please contact 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

Job Segment: Relationship Manager, Bank, Banking, Manager, Customer Service, Finance, Management

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