Client Service Consultant

Bonus Type

Summary

If you are interested in a career 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 Client Service Consultant (CSC) position serves in a client facing role, to assist new and existing clients in establishing or maintaining deposit accounts, across the BOKF footprint. The CSC is responsible for being compliant with State and Federal regulations, internal policies and procedures and Service Level Agreements.

Team Culture

We believe no challenge is too big, and no opportunity is too small when we work together to build relationships.  Our team culture is dynamic and energetic, and our environment is enjoyable and inspiring. We tackle each day with a positive attitude.

Each day brings new challenges that will energize and motivate you. You will work with partners across the bank. You will be called upon to coach, mentor, and be a resource for employees and clients on our products and services.  You will solve problems and overcome challenges. You will champion the client experience.  

How You'll Spend Your Time

• Serve as the first point of contact for customer and internal line of business partner requests to establish new DD and CD accounts, and process amendments to existing DD and CD accounts.
• Work directly with clients and internal business partners to obtain all required documentation, including entity documents, beneficial ownership information, KYC, and CDD.
• Generate and distribute signature cards, resolutions, and other documentation requiring client signature for new accounts to be opened.
• Create new accounts and customer profiles directly in the TPSS platform that will be pushed to the bank’s mainframe in IMPACS.
• Ensure compliance for new account opening and documentation requirements meet legal, regulatory, and compliance guidelines (BSA, AML, KYC, CIP, FACTA, CDD).
• Validate all documentation received prior to account opening or amendment, to meet regulatory and legal requirements as outlined by department procedures and Bank policies.

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 minimum 4-6 years of experience in banking, or an equivalent 8-10 years combination of education and experience. Previous experience with Commercial deposit accounts is preferred.

SKILLS:

Previous experience with:

• General Banking principals and regulations
• Deposit account opening for commercial entities 
• Commercial entity documentation
• CDD/Beneficial Ownership Rules
• Exceptional oral and written communication skills to effectively represent self and BOKF

Working Conditions & Physical Requirements