Treasury Services Professional II

4 weeks ago


Edmond, Oklahoma, United States BOK Financial Full time
About the Role

We are seeking a highly skilled Treasury Client Services Professional II to join our team at BOK Financial Corporation. As a key member of our Treasury Services group, you will provide technical and operational support to a portfolio of Commercial Banking customers, ensuring seamless delivery of Treasury Management Products and Services.

Key Responsibilities
  • Provide technical and operational support to Commercial Banking customers, including high-priority accounts
  • Obtain and analyze documentation for accuracy and appropriateness for fulfilling regulatory and legal requirements
  • Resolve daily customer issues and concerns, engaging various departments as needed
  • Identify and refer cross-sell opportunities to increase customer awareness of alternative products offered by Treasury Services
  • Develop and maintain Product Expert status in at least one Treasury Management product
Requirements
  • Bachelor's Degree and 3-4 years' experience in a bank operations or customer service position, or 7-8 years' equivalent experience in a bank operations or customer service function
  • Excellent interpersonal, verbal, and written communication skills
  • Excellent knowledge of product delivery systems and online computer systems
  • Excellent knowledge of Bank operations and customer service etiquette
  • Good PC and software application skills (Microsoft Office, Excel, Word)
About BOK Financial

BOK Financial Corporation is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees. 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.



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