Senior Treasury Client Services Specialist
2 weeks ago
The Treasury Client Services Professional III acts as the main liaison for a specific group of clients, delivering both technical and operational assistance regarding DDA and Treasury Management Products and Services. This role operates autonomously to help clients manage their daily cash flow and related investment choices while addressing any customer inquiries or issues that arise.
Key Responsibilities:
- Manage a diverse portfolio of commercial and corporate accounts, ensuring all documentation requirements, including legal and regulatory standards, are met for new account setups.
- Serve as the primary contact for resolving system-related issues, guiding users through technical processes and making informed decisions to rectify problems.
- Identify opportunities for cross-selling additional cash management and deposit products to existing clients, enhancing their understanding of Treasury Services offerings that could benefit their operations.
Team Dynamics:
Our teams operate in a decentralized manner, maintaining open lines of communication to provide a unified message. We foster a culture of learning and collaboration, leveraging each other's expertise regardless of location. Our guiding principles are rooted in teamwork, emphasizing effective habits that drive our success. We strive for a balance between work and personal life while building strong relationships across various departments.
Qualifications:
This role typically requires an Associate's Degree in a Business-related field (Bachelor's preferred) along with 4 years of experience in banking and treasury client services, or an equivalent combination of education and experience.
Work Environment:
This position is primarily office-based, with the ability to lift up to 20 lbs.
About BOK Financial Corporation:
BOK Financial Corporation is a robust and financially secure organization dedicated to providing comprehensive training and development opportunities that support the long-term career growth of our employees. With a focus on collaboration and excellence, you can significantly impact the success of our clients and your career.
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