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Client Service Consultant

Boulder, CO, US

Req ID: 51573 

Areas of Interest: Bank Operations; Banking Center Management; Branch Business Banking; Commercial Banking; Consumer Banker; Consumer Banking; 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 Client Service Consultant optimizes the client experience by acting as the point of first contact for all customer service, operational needs, questions and issues.  Understands BOKF products and services to ensure high quality service, delivery and response to internal and external customers, while partnering with all lines of business.  Responsible for being compliant with State and Federal regulations and internal policies and procedures.

PRINCIPAL DUTIES AND RESPONSIBILITIES

  1. Customer Service: Optimizes the client experience by functioning in various customer service facing roles, based on business needs, and facilitates completion of various customer service request, by multi-tasking and responding to customer requests/inquiries in person, phone fax and email. Responsible for new client on-boarding, by partnering with Treasury Services and third party vendors; opening and closing accounts; initiating face-to-face wires and agreements; internal transfers; checks and debit card maintenance on commercial accounts; general research, including pulling statements, deposit inquiries, etc.; ordering background checks; gathering client information/documentation; escalating and following-up on issues.
  2. Operations: Plays a critical role in assisting BOKF with timely and accurate completion of operational tasks and transactions by ensuring controls are follows and daily, weekly and monthly logs are reports are completed. Responsible for settlements and reconciliations; preparing financial reports for management; providing client solutions through sales and product offerings.
  3. Coaching: Mentors, coaches and acts as a resource to employees and clients on products, services and the entire client experience.

KNOWLEDGE, SKILLS and ABILITIES:

  • Advanced knowledge of general banking principles and regulations.
  • Strong leadership, organizational, analytical, customer service, and problem solving skills.
  • Highly effective internal and external communications skills using all available communication methods.
  • Exceptional collaboration and teamwork approach.
  • Ability to manage multiple efforts in a growth-oriented environment, remaining focused on achieving successful outcomes.
  • Ability to maintain a high level of confidentiality regarding client and Bank information.
  • Good working knowledge of Microsoft Office software and internal Bank systems.

This level of knowledge is normally acquired through completion of a Bachelor’s Degree in a business related field and 1 – 3 years of banking experience, or equivalent experience of 7 – 9 years. 

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: Boulder
Nearest Secondary Market: Denver

Job Segment: Bank, Banking, Finance, Customer Service