Treasury Client Svcs Professional II

Bonus Type

Summary

As the treasury management team, we engage directly with clients, providing market insights and best practices on areas such as treasury optimization, reducing fraud risk, working capital benchmarking, and industry-leading trends. We define strategic goals and develop holistic strategies, using a proactive approach to deliver cutting-edge solutions that meet our clients’ evolving needs.

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

At BOKF, our treasury services culture thrives on integrity, collaboration, and innovation. We create an environment where team members are empowered to share their perspectives and drive success. Our dedication to continuous learning keeps us at the forefront of industry trends, enabling us to deliver exceptional solutions for our clients. Join us to be part of an energetic, supportive, and visionary team where your skills are celebrated, and your career can thrive.

How You'll Spend Your Time

• You will review accounts receivable aging reports and settlement statements to manage commercial and corporate relationships.
• You will identify and verify legal and regulatory documentation requirements for new and existing accounts.
• You will collaborate with compliance and legal teams to resolve documentation issues and ensure regulatory adherence.
• You will troubleshoot operational and technical issues for DDA and Treasury Management products, serving as the primary customer contact.
• You will maintain quality control by monitoring operational trends and ensuring resolution through Salesforce Case Management.
• You will support product testing, technology updates, and customer training on commercial product usage.
• You will build and strengthen customer relationships through proactive communication, consultative referrals, and fraud prevention efforts.

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.