Treasury Client Svcs Professional II
Req ID: 75194
Location: Oklahoma City -OKC, Denver -DEN, Gilbert -GILB, Phoenix -PHOE, Scottsdale -SCOTT
Areas of Interest: Treasury Services; Customer Service/Call Center
Pay Transparency Salary Range: $50,000.00 - $54,000.00, plus incentives
Application Deadline: 09/13/2024
BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial®.
Bonus Type
Summary
If you are interested in a career in Treasury Services 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 Treasury Client Services Professional II provides technical and operational support to a portfolio of Commercial Banking customers (including high priority) for all DDA and Treasury Management Products and Services; Treasury products assist customers in setting their daily cash position and related investment options; Responsible for obtaining all Legal and BSA/AML CIP information required for new account opening; analyze documentation for accuracy and appropriateness for fulfilling regulatory and legal requirements; 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. Identifies and refers cross sell opportunities. Must develop and maintain Product Expert status in at least one product.
Team Culture
How You'll Spend Your Time
- You will manage a portfolio of general and high-priority commercial and corporate relationships, identify document requirements, both legal (ownership and signatory authority) and regulatory (BSA/AML CIP requirements) for new account opening for both new and existing relationships.
- You will be the point person for all system problems. You will instruct users on how to perform technical tasks and use your judgment to initiate the correct actions.
- You will identify cross-sale opportunities with existing customers needing additional cash management/deposit products and increase customer awareness of alternative products offered by Treasury Services, which would benefit their organization.
Education & Experience Requirements
The required level of knowledge is normally acquired through a Bachelor’s Degree and 3 to 4 years’ experience in a bank operations or customer service position or 7 to 8 years’ equivalent experience in a bank operations or customer service function.
- Excellent interpersonal, verbal, and written communication skills
- Excellent knowledge of product delivery systems and on-line computer systems
- Excellent knowledge of Bank operations
- Excellent knowledge of customer service etiquette
- Excellent 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
BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees. With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career!
Apply today and take the first step towards your next career opportunity!
The companies in BOK Financial Corporation Group are equal opportunity employers. 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, pregnancy status, sexual orientation, genetic information or veteran status.
Please contact recruiting_coordinators@bokf.com with any questions.
Oklahoma City, OK, US, 73102 Gilbert, AZ, US, 72636 Phoenix, AZ, US, 85001 Scottsdale, AZ, US, 85054 Denver, CO, US, 80202
Top 3 reasons to apply
Investing in our talent and building a great workplace is a top priority for us.
- Empowered employees
- Award-winning culture
- Community commitment
Nearest Major Market: Oklahoma City
Nearest Secondary Market: Oklahoma
Job Segment:
Bank, Banking, Call Center, Finance, Customer Service