Client Relationship Specialist I

2 weeks ago


San Antonio, Texas, United States BOK Financial Full time

Position Overview
The Client Relationship Specialist I plays a pivotal role in delivering exceptional service to our clients. This position is dedicated to ensuring that every interaction is meaningful and contributes to a lasting relationship with our clients.

Key Responsibilities
As a Client Relationship Specialist I, you will:

  • Provide outstanding client service to foster and maintain long-term relationships.
  • Engage in consultative discussions with clients to understand their financial needs and recommend appropriate banking products and services.
  • Facilitate the opening of various retail banking products, including loans, during routine service interactions.
  • Educate clients on the benefits of our digital banking services, including online banking and mobile deposit features.
  • Address and resolve a range of client inquiries and issues, ensuring a high level of satisfaction.
  • Conduct teller transactions efficiently while identifying opportunities to deepen client relationships.
  • Adhere to compliance, security, and audit policies to maintain operational integrity.
  • Participate in ongoing professional development to enhance skills and product knowledge.

Qualifications
The ideal candidate will possess:

  • A high school diploma or equivalent, with at least 1 year of experience in sales or customer service; a college degree is advantageous.
  • Familiarity with consumer financial products and services.
  • Strong verbal and written communication skills, with the ability to engage effectively with clients.
  • Excellent problem-solving abilities and conflict resolution skills.
  • Basic mathematical skills for account reconciliation.
  • Proficiency in PC applications and the ability to learn internal systems.
  • Detail-oriented approach with a focus on accuracy.
  • The capacity to thrive in a fast-paced environment.

About BOK Financial Corporation
BOK Financial Corporation has a rich history of supporting clients and communities for over a century. We are a diversified financial services provider committed to delivering exceptional value to our clients across various sectors.



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