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Treasury Services Client Relations Manager

2 months ago

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

The Treasury Client Services Professional IV - Corporate Card acts as the main liaison for a specific group of corporate card clients and program administrators. This role requires a deep understanding of client needs and the ability to address service inquiries effectively.

Key Responsibilities:
  • Provide exceptional service by responding to client inquiries regarding card usage, user management, and fleet cardholder questions.
  • Collaborate with Corporate Card Client Experience Consultants, Relationship Managers, Treasury Management Officers, and Corporate Card Sales Specialists to enhance client satisfaction.
  • Work independently to resolve issues and ensure a seamless client experience.

Team Dynamics:

Our teams operate in a decentralized manner, maintaining open lines of communication to deliver consistent messaging. We emphasize learning from one another and leveraging collective experience, regardless of location.

We embody the principles of teamwork and employ effective strategies to achieve our goals. Our environment is engaging and supportive, fostering initiative and collaboration.

Daily Activities:
  • Ensure client satisfaction through effective communication and prompt resolution of inquiries.
  • Engage with Operations and Corporate Card partners to troubleshoot issues and enhance operational procedures.
  • Continuously expand knowledge of systems that support corporate card clients.
  • Address operational challenges related to Corporate Card and RPA processes.

Required Qualifications:

This position typically requires an Associate's Degree in a business-related field (Bachelor's preferred) along with 4-6 years of experience in banking and treasury client servicing, or an equivalent combination of education and experience.

Work Environment:

This role is primarily office-based, with the ability to handle light physical requirements.

About BOK Financial Corporation:

BOK Financial Corporation is a stable and robust organization dedicated to the professional growth of its employees. We offer comprehensive training and development opportunities to support long-term career advancement. Join us to make a meaningful impact on the success of our clients and your career.