BSG Senior Client Service Specialist

Bonus Type

Summary

If you are interested in a career in Private Wealth Management with an industry-leading provider of sophisticated financial solutions, you've come to the right place.  Our commitment to you is a positive work environment, a deep connection to our communities, and a focus on putting our clients first.  We believe no challenge is too big and no opportunity is too small when we work together to build relationships.

Job Description

The Private Wealth Banking Services Group Client Service Specialist is an intermediate level position responsible for working directly with Private Wealth Banking Officers, Private Wealth Client Service Associates and high net worth clients across the Private Wealth Banking line of business.  The position is responsible for completing all associated activities surrounding deposit account opening, closing and maintenance and other customer support requests including deposit services and loan tasks.  These activities are performed with the goal of delivering superior client service to both internal and external clients.  This position will work with BOKF Legal counsel, Compliance, Audit, Treasury Management and Credit Services and is responsible for compliance for new account opening and documentation requirements in order to meet legal, regulatory and compliance guidelines.  Also, recommends solutions for customer and internal business partners for both new sales opportunities and resolution of problems. 

The Banking Services Group (BSG) is a middle office line of service that supports Private Wealth Banking officers, Private Wealth Client Service Associates and high net worth clients with their deposit and loan servicing requests.  BSG associates serve clients in all Private Wealth markets and are physically located across the BOKF footprint in various Private Wealth offices. 

Team Culture

You will provide value by supporting and anticipating the clients' needs, delivering concierge-style customer service, and your satisfaction will come from the positive outcomes you provide due to your skillful problem solving and collaborative spirit across various lines of business. 

We understand everyone has different strengths and opportunities for growth, and we strive to have the right mix of competencies to get the most out of the team dynamic.

How You'll Spend Your Time

• Interacts with internal and external clients, officers, and CSA’s via telephone or written communications regarding problem resolution and account maintenance. 
• Makes decisions and may provide direct technical support for Relationship Managers and CSA’s in administration and management of client accounts, such as opening depository accounts, amending depository accounts, loan tasks, research and other requested assistance.  Interacts daily with internal and external contacts to ensure that all account activity such as account opening and closing, payments and requests, loan advances, deposits, DDA transfers and receipts are processed accurately and timely.  Assists customers with inquiries and problem resolution by performing research on various systems regarding deposit and loan accounts.
• Works with RM, CSA and client to determine the best deposit solution to achieve client request.  Considered knowledgeable when selecting the correct deposit solution for the client request.  Understands the legal implications of account opening.  Has a good understanding of personal trust documents and business entity documents and can interpret the documents for correct account set up.
• Communicates routinely with Clients, Relationship Managers, Private Wealth Client Service Associates and Treasury Management regarding customer requests. Communicates with Compliance Department, Internal Audit and Legal as needed for approval or guidance for account support.
• Has a firm understanding of company systems and a multitude of software products.  Demonstrates agility when introduced to new applications. 
• Maintains familiarity with the client base in order to provide high quality customer service.
• May perform other duties as assigned.

Education & Experience Requirements

This level of knowledge is normally acquired through completion of a Bachelor's degree and with 3-4 years' experience in bank operations or customer service position; or 6-8 years equivalent work-related experience.  Experience and /or knowledge of banking is required. 

• In-depth knowledge and understanding of banking practices and policies, including deposit account opening and regulations including BSA/AML – Customer Due Diligence) as well as lending knowledge.
• In-depth knowledge and understanding of banking operations.
• Good PC and software application skills; ability to operate a 10 key by touch.      
• Excellent customer relation skills focused on providing superior service quality. High level of professionalism and polish required.
• Excellent interpersonal, verbal, and written communication skills.
• Good problem solving/research skills to facilitate escalated issue resolution.
• Firm understanding of a multitude of software products and the ability to understand new applications with a minimum of prior exposure to the product.
• Excellent organizational and time management skills, including the ability to handle multi-tasking, and possesses good follow-up skills.
• Self-directed and self-motivated individual with the ability to work in a remote team-oriented environment.

Working Conditions & Physical Requirements