TransFund Client Services Representative II

2 weeks ago

Tulsa, Oklahoma, United States BOK Financial Full time
About the Role:

The TransFund Client Services Representative II is responsible for providing mid-level operational and technical support for TransFund customers. This includes troubleshooting technical problems, working with various resources such as ATM vendors, Card vendors, Third Party Processors, ATM switch providers, TransFund Relationship Managers/Project Managers, and other networks. Additionally, the successful candidate will provide training and assistance to entry-level TF Client Services Representatives I.

Key Responsibilities:
  • Conduct training for Financial Institutions on multiple applications, Fraud Monitoring and Fraud Prevention services, and Electronic Equipment.
  • Coordinate resolutions to operational, technical, and accounting problems with TransFund clients, Card vendors, Third Party Processors, ATM Switch providers, TransFund Relationship Managers/Project Managers, and internal staff.
  • Be accountable for mitigating loss of business risk by being professional, courteous, and accurate with all information provided.
  • Be knowledgeable and able to provide detailed information regarding TransFund products and services to help generate sales.
  • Participate in ongoing education specific to the EFT industry, including EMV, tokenization, and Federal Regulations.
  • Provide hands-on support for TF Client Representatives I to include systems, products, and customer service support skills.
  • Maintain integrity of quality control systems by identifying operational problems/trends with TransFund services and products and ensuring follow-up/resolution of reported problems communicating root cause of issue.
  • Recognize, analyze, and suggest solutions to recurring problems and report those issues to TF Client Services Representative III.
Education and Experience:
Required level of knowledge is normally acquired through completion of a Bachelor's Degree and 4+ years of EFT operations experience or 8+ years equivalent experience in bank operations or customer service.

About BOK Financial Corporation Group:
BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long-term careers of employees. With passion, skill, and partnership, you can make an impact on the success of the bank, customers, and your own career.

Equal Opportunity Employer:
The companies in BOK Financial Corporation Group are equal opportunity employers. 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, pregnancy status, sexual orientation, genetic information, or veteran status.

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