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Wealth Mgmt Bus Process Specialist

Oklahoma City, OK, US

Req ID: 50192 

Areas of Interest: Wealth Management Operations 

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.

Upon application to this position, you will be taken directly to an assessment. This assessment measures the job-related qualities that make a person productive by evaluating thinking and reasoning style, behavioral traits, and occupational interests. Please be sure you have 30-45 minutes to complete this. You will not be able to stop and return once you begin. It is recommended that you complete the assessment in a quiet setting without distractions.

The Wealth Management Business Process Specialist I is primarily responsible for performing analysis, scripting, and documentation of SharePoint software and procedures which require complex technical and systems knowledge and apply testing for complex projects.

PRINCIPAL DUTIES AND RESPONSIBILITIES:

  1. Process Design and Documentation: Under the direction of the manager the business process specialist I will provide complex business process modeling by analyzing current processes to improve efficiency and quality; Assist with performing extensive analysis of operations data integral in determining priorities for improvement opportunities; Work closely with the business lines to identify, analyze, and implement core business processes and workflows to ensure accuracy and garner approval; Develop business relationships and participate in process improvement sessions with the business
  2. Application Support Skills: Change Control creation; Assist with diagnosing and remediating problems; Develop and maintain application documentation; Understand, articulate, and assist in implementing best practices as it relates to complex business solutions and resolution of organizational need.
  3. Technical Skills: Create simple reports from SharePoint database repositories; Support with developing form-based solutions and workflows
  4. Project Management Skills: Support with performing testing on complex projects and enhancements; Work closely with project stakeholders, end users, business technologists, and others to understand and prioritize business goals and information needs; Attend regular project meetings and be responsible for appropriate feedback relating to aligned LOB impacts and best practices

KNOWLEDGE, SKILLS and ABILITIES: 

  • Advanced skills in Microsoft Office
  • Advanced skills in Microsoft Office SharePoint
  • Experience with Microsoft Office InfoPath
  • Adept at learning new software.
  • Experience with converting business requirements and process maps into functioning workflows.
  • Awareness of software integration, system integration, and technology used.
  • Understanding of tiered environments (e.g. development, testing, UAT, production, DR).
  • Understanding of technology standards and concepts.
  • Understand the role of Enterprise Architecture.
  • Excellent communication and interpersonal skills.
  • Ability to maintain a high degree of personal productivity

This level of knowledge is normally acquired through completion of a Bachelors Degree in Management Information Systems or Computer Science and 2-5 years related experience or 5-7 years work related experience, which includes business application support and project understanding.

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!

Upon application to this position, you will be taken directly to an assessment. This assessment measures the job-related qualities that make a person productive by evaluating thinking and reasoning style, behavioral traits, and occupational interests. Please be sure you have 30-45 minutes to complete this. You will not be able to stop and return once you begin. It is recommended that you complete the assessment in a quiet setting without distractions.
 
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.


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: Oklahoma City
Nearest Secondary Market: Oklahoma

Job Segment: Developer, Bank, Banking, Information Systems, Manager, Technology, Finance, Management

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