Treasury Client Services Professional III Job at BOK Financial
Req ID: 73199
Location: Dallas -DAL, Fort Worth -FTWT
Areas of Interest: Bank Operations; Banking Center Management; Branch Business Banking; Commercial Banking; Commercial Banking, Business Banking; Commercial Banking, Commercial Real Estate; Commercial Banking, Energy; Commercial Banking, Health Care; Commercial Banking, Heavy Equipment; Consumer Banker; Consumer Banking; Customer Service/Call Center; Payments; Payroll; Portfolio Management; Private Banking; Product Management; Relationship Management; Treasury Services
Pay Transparency Salary Range: Not Available
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
Discretionary
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 III serves as the primary point of contact for a designated portfolio of clients providing technical and operational support on DDA and Treasury Management Products and Services. The TCSP III works independently to assist customers set their daily cash position and related investment options and resolve daily customer issues/concerns. Portfolio level varies from moderately complex to complex and incumbents work independently with moderate guidance from Supervisor seeking assistance on most complex client communications and approvals.
Team Culture
Our teams are decentralized. We stay in communication 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 and 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
This level of knowledge is normally acquired through completion of an Associate’s Degree in a Business related field (Bachelor’s preferred) and 4 years’ experience in banking and treasury client servicing or an equivalent combination of education and experience.
Working Conditions & Physical Requirements
Office - 20 lbs
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!
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.
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
recruiting_coordinators@bokf.com
with any questions.
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