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Treasury Services Specialist

2 months ago

Fort Worth, Texas, 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 putting our clients first and believe in the importance of teamwork and collaboration. If you are passionate about delivering exceptional customer service and have a strong background in treasury services, we encourage you to apply for this exciting opportunity.