Treasury Client Svcs Professional I

Job highlights
Identified by Google from the original job post
Qualifications
The required level of knowledge is normally acquired through completion of a Bachelor's Degree and 1-year experience in a bank operations or customer service position or 5 - 7 years' equivalent experience in a bank operations or customer service function
Excellent interpersonal, verbal, and written communication skills
Basic knowledge of product delivery systems and on-line computer systems
Basic knowledge of Bank operations
Excellent knowledge of customer service etiquette
Basic knowledge of banking and Treasury Management products
Good PC and software application skills (Microsoft Office, Excel; Word)
Thorough understanding of a multitude of software products and the ability to understand new applications with a minimum of prior exposure to the product
Excellent ability to handle multiple requests in a competent and professional manner
Benefits
Pay Transparency Salary Range: Not Available
Responsibilities
The Treasury Client Services Professional I provides technical and operational support to a portfolio of Commercial Banking customers for all DDA and Treasury Management Products and Services; Products and Services help customers set their daily cash position and related investment options; resolves daily customer issues/concerns sometimes engaging various departments in Treasury Services, Operations, Information Technology, and/or Relationship Managers; some products require communications with third party vendors to identify and resolve customer issue; inputs and tracks all customer initiated operating and system problems via Salesforce Case Management
Identifies and refers cross sell opportunities
You will build relationships, get to know your coworkers in operations and technology and sales, working across multiple lines of business
Our teams work with product managers, analysts, operations, sales, vendors, and the product support team
You are the voice of the client
You will manage a portfolio of general and high priority commercial and corporate relationships, identify document requirements, both legal (ownership and signatory authority) and regulatory (BSA/AML CIP requirements) for new account opening for both new and existing relationships
You will be the point person for all system problems
You will instruct users on how to perform technical tasks and use your judgment to initiate correct actions
You will identify cross-sale opportunities with existing customers needing additional cash management/deposit products and increase customer awareness of alternative products offered by Treasury Services, which would benefit their organization
Job description
Req ID: 75472

Location: Oklahoma City -OKC, Fort Worth -FTWT, Tulsa -TUL

Areas of Interest: Treasury Services

Pay Transparency Salary Range: Not Available

Application Deadline: 10/01/2024

BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial.

Bonus Type

Discretionary

Summary

If you are interested in a career in Treasury Services with an industry-leading provider of sophisticated financial solutions, you've come to the right place. Our commitment to you is a positive work environment, a deep connection to our communities, and a focus on putting our clients first. We believe no challenge is too big and no opportunity is too small when we work together to build relationships.

Job Description

The Treasury Client Services Professional I provides technical and operational support to a portfolio of Commercial Banking customers for all DDA and Treasury Management Products and Services; Products and Services help customers set their daily cash position and related investment options; resolves daily customer issues/concerns sometimes engaging various departments in Treasury Services, Operations, Information Technology, and/or Relationship Managers; some products require communications with third party vendors to identify and resolve customer issue; inputs and tracks all customer initiated operating and system problems via Salesforce Case Management. Identifies and refers cross sell opportunities.

Team Culture

Our teams are decentralized, but we communicate with one another to ensure we deliver a consistent message. We learn from one another and draw on each other's level of experience, no matter what location.

We operate as "One Team" and use the 7 Habits of a Highly Effective Team as a guide. Our team is fun, engaging, and inspiring. We take the initiative, focus on the final goal, set priorities, create win-wins, and seek to understand, synergize, and maintain a work-life balance.

You will build relationships, get to know your coworkers in operations and technology and sales, working across multiple lines of business. Our teams work with product managers, analysts, operations, sales, vendors, and the product support team. You are the voice of the client.

How You'll Spend Your Time
• You will manage a portfolio of general and high priority commercial and corporate relationships, identify document requirements, both legal (ownership and signatory authority) and regulatory (BSA/AML CIP requirements) for new account opening for both new and existing relationships.
• You will be the point person for all system problems. You will instruct users on how to perform technical tasks and use your judgment to initiate correct actions.
• You will identify cross-sale opportunities with existing customers needing additional cash management/deposit products and increase customer awareness of alternative products offered by Treasury Services, which would benefit their organization.

Education & Experience Requirements

The required level of knowledge is normally acquired through completion of a Bachelor's Degree and 1-year experience in a bank operations or customer service position or 5 - 7 years' equivalent experience in a bank operations or customer service function.
• Excellent interpersonal, verbal, and written communication skills
• Basic knowledge of product delivery systems and on-line computer systems
• Basic knowledge of Bank operations
• Excellent knowledge of customer service etiquette
• Basic knowledge of banking and Treasury Management products
• Good PC and software application skills (Microsoft Office, Excel; Word)
• Thorough understanding of a multitude of software products and the ability to understand new applications with a minimum of prior exposure to the product
• Excellent ability to handle multiple requests in a competent and professional manner

Working Conditions & Physical Requirements

Office

BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees. With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career!

Apply today and take the first step towards your next career opportunity!

The companies in BOK Financial Corporation Group are equal opportunity employers. We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, pregnancy status, ****** orientation, genetic information or veteran status.

Please contact recruiting_coordinators@bokf.com with any questions.

Oklahoma City, OK, US, 73102 Fort Worth, TX, US, 76102 Tulsa, OK, US, 74101

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