Client Relationship Specialist

2 weeks ago

Albuquerque, New Mexico, United States BOK Financial Full time
Position ID: 75133

Location: Albuquerque -ALBQ

Areas of Focus: Consumer Banking; Client Services

Compensation Transparency: Not Available

Application Deadline: Not Applicable

BOK Financial Corporation encompasses BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates various banking divisions.

Bonus Structure

Performance-Based

Overview

Are you eager to be part of an organization that values making a meaningful impact? BOK Financial is dedicated to achieving collective success by fostering passion and a customer-centric approach. Join us as a Client Relationship Specialist.

Role Summary

The Client Relationship Specialist is responsible for delivering exceptional service to BOKF's clientele. This role empowers individuals to ensure a superior experience in every interaction, fostering long-term client engagement. Responsibilities include addressing inquiries related to account activities, transaction processing, digital banking solutions, debit card services, and a variety of other offerings. The Specialist will adeptly manage client interactions and consistently exceed expectations. Client communication may occur through various channels, including in-person, phone, chat, and email.

Team Environment

We are passionate about our mission, and it reflects in our work. Collaborating with colleagues across the organization to assist clients in achieving their financial objectives is fulfilling.

We have cultivated a supportive and innovative atmosphere where everyone is encouraged to contribute ideas for positive change, regardless of their role.

Our culture emphasizes mutual support, recognition, integrity, and a commitment to helping others succeed.

Key Responsibilities
  • Provide outstanding client service by effectively communicating with BOKF clients through inbound calls, chats, and follow-up communications.
  • Exhibit sound judgment, mitigate risks, escalate concerns when necessary, and ensure clients feel confident that their needs are met.
  • Educate clients about banking services that enhance convenience, such as online banking, Bill Pay, E-Statements, and mobile deposit options.
  • Confidently recommend a comprehensive range of consumer products and services, including deposit accounts and loan options, to help clients achieve their financial goals.
  • Engage in professional development through training and self-improvement initiatives to enhance product knowledge and client relations skills.
Qualifications

This role typically requires a high school diploma or equivalent, along with a minimum of 1+ years of experience in sales or customer service; a college degree is advantageous or an equivalent combination of education and experience.
  • Familiarity with consumer financial products and services.
  • Understanding of banking operations and customer support, including phone, email, and chat.
  • Strong verbal communication skills for effectively providing information and resolving issues.
  • Proficient written communication skills, demonstrating professionalism and proper grammar.
  • Problem-solving and conflict resolution abilities.
  • Ability to adhere to established protocols and determine when escalation is appropriate.
  • Basic math skills for account reconciliation.
  • Proficient in PC applications, including word processing and spreadsheets.
  • Capability to manage multiple tasks simultaneously.
  • Excellent interpersonal skills, both in-person and over the phone.
  • Detail-oriented with a high degree of accuracy.
  • Able to thrive in a fast-paced environment.
Company Overview

BOK Financial Corporation is a robust organization that prioritizes employee training and development to foster long-term career growth.

With dedication, expertise, and collaboration, you can significantly impact the success of the bank and your career.

Top Reasons to Join Us

Investing in our talent and creating a positive workplace culture is a priority.
  • Empowered workforce
  • Award-winning workplace culture
  • Commitment to community service
BOK Financial Corporation is an equal opportunity employer.

We are committed to providing equal employment opportunities 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.

Benefits:

BOK Financial Corporation offers comprehensive benefits addressing your physical, financial, and emotional well-being.

About BOK Financial Corporation

For over a century, BOK Financial Corporation has been instrumental in the success of clients and communities. We have evolved into a diversified financial services company serving a wide range of clients.
  • Operations across an eight-state footprint
  • 4,800 team members
  • $49 billion in assets
  • $100 billion in assets under management
  • $6.1 million donated to local nonprofits in the previous year
  • 33,000+ volunteer hours contributed by employees in the previous year

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