Treasury Client Services Professional III

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 III serves as the primary point of contact for a designated portfolio of clients providing technical and operational support on DDA and Treasury Management Products and Services.  The TCSP III works independently to assist customers set their daily cash position and related investment options and resolve daily customer issues/concerns. Portfolio level varies from moderately complex to complex and incumbents work independently with moderate guidance from Supervisor seeking assistance on most complex client communications and approvals.

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 independently manage complex Treasury client accounts, ensuring accurate setup and functionality.
• You will review and verify legal and regulatory documentation for new and existing account openings.
• You will collaborate with Compliance and Legal teams to resolve documentation issues.
• You will troubleshoot and resolve technical issues, updating clients promptly per the Sundown Rule.
• You will coordinate with internal teams and vendors to resolve problems and improve processes.
• You will build strong client relationships through proactive outreach, fraud prevention, and training.
• You will mentor junior team members and continuously expand your product and system knowledge.

Education & Experience Requirements

This level of knowledge is normally acquired through completion of an Associate’s Degree in a Business related field (Bachelor’s preferred) and 4 years’ experience in banking and treasury client servicing or an equivalent combination of education and experience.

Advanced understanding of:

• Banking regulations
• Deposit products/services
• Treasury products/service
• Advanced Excel and Word experience
• Advanced oral and written communication skills to effectively represent self and BOKF
• Demonstrated ability to establish and build healthy working partnerships with clients, vendors and peer.
• Advanced conceptual thinking and analytical skills with the ability to provide resolution to problems of a moderate complexity
• Ability to effectively plan time, method, manner and sequence of own work assignments Demonstrated ability to establish and build healthy working partnerships with clients, vendors and peer.