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Treasury Client Svcs Professional I

Denver, CO, US, 80202 Gilbert, AZ, US, 72636 Scottsdale, AZ, US, 85054

Req ID: 73200 

Location: Denver -DEN, Gilbert -GILB, Scottsdale -SCOTT 

Areas of Interest: Bank Operations; Banking Center Management; Branch Business Banking; Commercial Banking, Business Banking; Consumer Banker; Consumer Banking; Payments; Payroll; Product Management; Relationship Management; Treasury Services 

Pay Transparency Salary Range: $45,000 - $55,000, plus incentive 

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.                  .

Bonus Type



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 I provides technical and operational support to a portfolio of Commercial Banking customers for all DDA and Treasury Management Products and Services; Products and Services help customers set their daily cash position and related investment options; 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 Case Management.  Identifies and refers cross sell opportunities.

Team Culture

Our teams are decentralized, but we communicate with one another to ensure we deliver a consistent message. We learn from one another and draw on each other’s level of experience, no matter what location.  

We operate as “One Team” and use the 7 Habits of a Highly Effective Team as a guide. Our team is fun, engaging, and inspiring. We take the initiative, focus on the final goal, set priorities, create win-wins, and seek to understand, synergize, and maintain a work-life balance.

You will build relationships, get to know your coworkers in operations and technology and sales, working across multiple lines of business. Our teams work with product managers, analysts, operations, sales, vendors, and the product support team. You are the voice of the client.

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 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 completion of a Bachelor’s Degree and 1-year experience in a bank operations or customer service position or 5 - 7 years’ equivalent experience in a bank operations or customer service function.

  • Excellent interpersonal, verbal, and written communication skills
  • Basic knowledge of product delivery systems and on-line computer systems
  • Basic knowledge of Bank operations
  • Excellent knowledge of customer service etiquette
  • Basic 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 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!

If you are interested in a career with BOK Financial text "BOKF" to 25000 to engage with Olivia our virtual recruiting assistant.
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.

Please contact with any questions. 


Investing in our talent and building a great workplace is a top priority for us.

  • Empowered employees
  • Award-winning culture
  • Community commitment

Base salary range explanation:

The base salary range represents an average range for this position. Actual offers to be determined based on the candidate’s qualifications, skills, experience and education. See job details for salary range and bonus type.


BOK Financial offers industry-leading benefits addressing your complete physical, financial and emotional health. Click here to see our benefits.


For more than a century, BOK Financial has helped fuel the success of our clients and our communities. Since our humble beginnings in Tulsa, Oklahoma, we’ve grown into a diversified financial services company that serves consumers, small businesses and international corporations—and everything in between.

ABOUT US: (As of 12/31/2022)

  • Operations focused in an eight-state footprint
  • 4,800 team members
  • $49 billion in assets
  • $100 billion in assets under management and administration
  • $6.1 million donated to local nonprofits in 2022
  • 33,000+ volunteer hours by our employees in 2022

Nearest Major Market: Denver

Job Segment: Payroll, Bank, Banking, Relationship Manager, Product Manager, Finance, Customer Service, Operations

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