Senior Treasury Client Services Specialist

2 weeks ago


Tulsa, Oklahoma, United States BOK Financial Full time
Position Overview:

The Treasury Client Services Professional III acts as the main liaison for a specific group of clients, delivering both technical and operational assistance related to DDA and Treasury Management offerings. This role requires independent work to help clients manage their daily cash flow and investment choices while addressing any customer inquiries or issues that arise. The complexity of the client portfolio can range from moderately intricate to highly complex, necessitating minimal guidance from supervisors for the most challenging client interactions and approvals.

Team Dynamics:

Our teams function in a decentralized manner, maintaining open lines of communication to ensure a unified message. We leverage each other's experiences and insights, regardless of location. Operating as 'One Team,' we adhere to the principles of the 7 Habits of Highly Effective Teams. Our environment is engaging and motivating, encouraging initiative, prioritization, and a balanced work-life dynamic.

In this role, you will cultivate relationships and collaborate with colleagues across operations, technology, and sales, engaging with various business lines. You will represent the voice of the client, ensuring their needs are met effectively.

Key Responsibilities:
  • Manage a diverse portfolio of commercial and corporate accounts, determining necessary documentation for account setup, including legal and regulatory requirements.
  • Serve as the primary contact for all system-related issues, guiding users through technical tasks and utilizing your judgment to implement appropriate solutions.
  • Identify opportunities for cross-selling additional cash management and deposit products to existing clients, enhancing their awareness of Treasury Services' offerings that could benefit their operations.
Qualifications:

This position typically requires an Associate's Degree in a business-related field (Bachelor's preferred) along with four years of experience in banking and treasury client service, or an equivalent combination of education and experience.

Work Environment:

Office setting with the ability to lift up to 20 lbs.

BOK Financial Corporation Group is a robust and financially secure organization dedicated to providing comprehensive training and development to foster the long-term careers of its employees. Your expertise and collaboration can significantly impact the success of the bank, its clients, and your professional journey.

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