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Senior Treasury Client Services Specialist

2 months ago

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

The Treasury Client Services Professional III acts as the key liaison for a designated client portfolio, delivering technical and operational assistance regarding DDA and Treasury Management offerings. This role requires independent work to help clients manage their daily cash positions and associated investment choices while addressing any customer inquiries or issues that arise.

Key Responsibilities:
  • Manage a diverse portfolio of commercial and corporate accounts, ensuring compliance with documentation requirements, including legal and regulatory standards for new account setups.
  • Serve as the primary contact for system-related issues, guiding users through technical tasks and making informed decisions to resolve problems.
  • 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.

Team Environment:

Our teams operate in a decentralized manner, maintaining open communication to deliver a unified message. We value learning from each other and leveraging our collective experience, regardless of location. Our culture is built on collaboration, where we strive for effective teamwork guided by principles that promote initiative, goal orientation, and work-life balance.

Qualifications:

This role 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 services, or an equivalent combination of education and experience.

Working Conditions:

Office environment with a physical requirement of lifting up to 20 lbs.

About BOK Financial:

BOK Financial Corporation Group is a robust and financially sound organization dedicated to providing comprehensive training and development opportunities to foster long-term career growth for its employees. With a focus on collaboration and excellence, you can significantly impact the success of the bank and its clients.