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Treasury Services Professional III

2 months ago

Edmond, Oklahoma, United States BOK Financial Full time
About the Role

We are seeking a highly skilled Treasury Client Services Professional III to join our team at BOK Financial Corporation Group. As a key member of our Treasury Services team, you will be responsible for providing exceptional customer service and technical support to our clients.

Key Responsibilities
  • Manage a portfolio of commercial and corporate relationships, identifying document requirements for new account openings and ensuring compliance with regulatory requirements.
  • Serve as the primary point of contact for system problems, instructing users on technical tasks and using judgment to initiate correct actions.
  • Identify cross-sale opportunities with existing customers, increasing awareness of alternative products offered by Treasury Services that can benefit their organization.
Requirements

This role requires a strong background in banking and treasury client servicing, with a minimum of 4 years of experience. A Bachelor's degree in a business-related field is preferred. We offer excellent training and development opportunities to support building long-term careers with our company.

What We Offer

BOK Financial Corporation Group is a stable and financially strong organization that values its employees and provides a positive work environment. We are committed to equal employment opportunities and offer a competitive compensation package.