Treasury Client Svcs Professional I

Bonus Type

Summary

As the treasury management team, we engage directly with clients, providing market insights and best practices on areas such as treasury optimization, reducing fraud risk, working capital benchmarking, and industry-leading trends. We define strategic goals and develop holistic strategies, using a proactive approach to deliver cutting-edge solutions that meet our clients’ evolving needs.

Job Description

The Treasury Client Services Professional I provides technical and operational support to a portfolio of Commercial Banking customers for all DDA and Treasury Management Products and Services; Products and Services help customers set their daily cash position and related investment options; resolves daily customer issues/concerns sometimes engaging various departments in Treasury Services, Operations, Information Technology, and/or Relationship Managers; some products require communications with third party vendors to identify and resolve customer issue; inputs and tracks all customer initiated operating and system problems via Salesforce Case Management.  Identifies and refers cross sell opportunities.

Team Culture

At BOKF, our treasury services culture thrives on integrity, collaboration, and innovation. We create an environment where team members are empowered to share their perspectives and drive success. Our dedication to continuous learning keeps us at the forefront of industry trends, enabling us to deliver exceptional solutions for our clients. Join us to be part of an energetic, supportive, and visionary team where your skills are celebrated, and your career can thrive.

How You'll Spend Your Time

• You will manage a portfolio of small business and commercial relationships, ensuring proper legal and regulatory documentation for account openings.
• You will collaborate with compliance and legal teams to resolve any questionable documentation issues.
• You will diagnose and resolve operational and technical issues for DDA and Treasury Management products.
• You will provide same-day customer updates on issue status, following the Sundown Rule.
• You will partner with Operations, IT, and third-party vendors to troubleshoot and streamline processes.
• You will serve as the primary customer contact for system issues, offering proactive support, fraud prevention, and product training.
• You will maintain quality control by identifying operational trends and ensuring resolution through Salesforce Case Management.

Education & Experience Requirements

The required level of knowledge is normally acquired through completion of a Bachelor’s Degree and 1-year experience in a bank operations or customer service position or 5 - 7 years’ equivalent experience in a bank operations or customer service function.

• Excellent interpersonal, verbal, and written communication skills
• Basic knowledge of product delivery systems and on-line computer systems
• Basic knowledge of Bank operations
• Excellent knowledge of customer service etiquette
• Basic knowledge of banking and Treasury Management products
• Good PC and software application skills (Microsoft Office, Excel; Word)
• Thorough understanding of a multitude of software products and the ability to understand new applications with a minimum of prior exposure to the product
• Excellent ability to handle multiple requests in a competent and professional manner

Working Conditions & Physical Requirements