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Director, Treasury Client Services

Fort Worth, TX, US

Req ID: 49832 

Areas of Interest: 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 Director, Treasury Client Services is responsible for establishing and directing policies and overall management, administration, and operations of commercial client services (CCS) across BOKF footprint, providing exceptional delivery of products and services through personalized and responsive customer service that clearly differentiates BOKF from among its peers.  Identifies and resolves customer issues/concerns; provides technical and operational escalation support to team to resolve complex customer related problems/issues. 


  1. Directs and manages the overall operation of commercial client services for BOKF, which includes designing the organization for optimal customer service and delivery of systems, throughout the BOKF footprint to meet established goals and objectives within the bank’s strategic delivery plan; establishes consistent policies and procedures, ensures proper training, sets departmental goals, determines work priorities and ensures optimal staffing levels; develops and implements measurable initiatives that will produce a clearly differentiated client experience within all relationship management business lines; researches, designs and implements a BOKF wide CCS model which ensures a common but superior customer experience across all markets; incorporates High Profile customer philosophies, customer survey processes and associated metrics
  2. Provides technical and operational escalation support to team in resolving complex customer related problems and/or other issues requiring increased experience or authority. Researches, troubleshoots and resolves problems and clarifies procedures.  Recommends solutions for customer resolution of problems received from escalation process.  Further escalates any system issues which can’t be resolved by the service team to IT support team, operational area and or relationship manager
  3. Keeps abreast of current trends and practices within the industry to maximize operating efficiency and increase customer satisfaction; Infuses an enterprise-wide culture of personalized service and customer responsiveness; provides technical and operational support to departmental staff in resolving complex customer related problems and/or other issues requiring increased experience or authority


  • Extensive knowledge of all existing and new treasury/international products and their utilization by our clients
  • Excellent leadership ability and team building skills; ability to motivate individuals and groups
  • Extensive knowledge of customer service models, operational systems, and organizational structures for client services organizations
  • Extensive knowledge and understanding of accounting, finance and cash management principles and practices
  • Extensive knowledge of bank operational processes and procedures, including organizational structure and functional responsibility
  • Excellent organizational skills in order to structure, determine direction, prioritize steps and in keeping w/ strategic expectations for the Commercial Client Services function
  • Excellent communication skills with the ability to prepare and deliver persuasive oral and written reports and presentations.
  • Extensive PC and software and application skills
  • Excellent knowledge of specific markets in order to positively impact service delivery to customers

This level of knowledge is normally acquired through completion of Bachelor’s Degree and 10-12 years of related experience in banking and customer service related functions, which includes a minimum of 5-7 years management experience or 15+ year’s equivalent experience.

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 with any questions. 


Investing in our talent and building a great workplace is a top priority at BOK Financial.

  • Empowered employees
  • Award-winning culture
  • Community commitment


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.


  • 4,900 employees
  • 27 Years of financial profitability
  • $30+ billion in assets
  • $5.2 million in charitable contributions in 2017

Nearest Major Market: Fort Worth
Nearest Secondary Market: Dallas

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

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