Client Service Consultant

BOK Financial; Mesa (AZ); On-site; USD 45,000 - 65,000; Full time

Job summary

BOK Financial, Tempe, is seeking a Client Service Consultant to support new and existing clients with deposit accounts and regulatory compliance. You will serve as the primary contact for account openings, gather documentation, and maintain accurate client records across banking platforms.

The role emphasizes integrity, collaboration, and customer-centric service while navigating complex banking regulations and internal SLAs.

Qualifications

• Associate’s Degree in a Business related field (Bachelor’s preferred) and 4-6 years of banking experience or an equivalent 8-10 years combination of education and experience.
• Previous knowledge of General Banking principals and regulations
• Deposit account opening for commercial entities
• Commercial entity documentation
• CDD/Beneficial Ownership Rules
• Exceptional Excel and Word experience
• Exceptional oral and written communication skills to effectively represent self and BOKF
• Exceptional conceptual thinking and analytical skills with the ability to analyze complex problems and provide solutions
• Strong ability to effectively plan time, method, manner and sequence of assigned work assignments

Responsibilities

• You will serve as the first point of contact for account opening and maintenance requests.
• You will collect and validate documentation to support regulatory compliance requirements.
• You will track client interactions and service activities using internal systems.
• You will prepare account-opening documents and assist with digital banking enrollment.
• You will create and maintain customer profiles and account records across banking platforms.
• You will manage account records and coordinate check and debit card order fulfillment.

Skills

Excel

Word

Communication skills

Analytical thinking

Time management

Regulatory compliance knowledge

Education

Associate's Degree in Business related field

Bachelor’s degree preferred

Job description

Req ID: 78566

Location: Tempe -TEMP

Areas of Interest: Commercial Banking

Pay Transparency Salary Range: Not Available

Application Deadline: 09/13/2026

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 TypeDiscretionary

SummaryBOK Financial provides a comprehensive suite of financial and investment solutions for businesses, organizations, municipalities, and nonprofits. For over 100 years, we have been dedicated to helping our clients manage operations, mitigate risk, and seize growth opportunities when the time is right. Come help us shape the future of commercial banking!

Job Description

Client Service Consultant (CSC) position serves in a client-facing role, to assist new and existing clients in establishing or maintaining deposit accounts, across the BOKF footprint. The CSC is responsible for compliance with State and Federal regulations, internal policies and procedures and Service Level Agreements.

Team Culture

Our team thrives on a culture of integrity, collaboration, and innovation. We believe in building and nurturing strong client relationships, ensuring every interaction is meaningful and tailored to our clients' unique needs. Here, you'll find a place where your contributions make a real impact, and your professional journey is supported every step of the way. Leadership prioritizes development and connection, creating an environment where employees can build lasting careers while contributing meaningful work.

How You'll Spend Your Time

• You will serve as the first point of contact for account opening and maintenance requests.
• You will collect and validate documentation to support regulatory compliance requirements.
• You will track client interactions and service activities using internal systems.
• You will prepare account-opening documents and assist with digital banking enrollment.
• You will create and maintain customer profiles and account records across banking platforms.
• You will manage account records and coordinate check and debit card order fulfillment.

Education & Experience Requirements

This level of knowledge is normally acquired through completion of an Associate’s Degree in a Business related field (Bachelor’s preferred) and minimum 4-6 years of experience in banking, or an equivalent 8-10 years combination of education and experience. Previous experience with Commercial deposit accounts is preferred.

• Previous knowledge of:
  • General Banking principals and regulations
  • Deposit account opening for commercial entities
  • Commercial entity documentation
• CDD/Beneficial Ownership Rules
• Exceptional Excel and Word experience
• Exceptional oral and written communication skills to effectively represent self and BOKF
• Exceptional conceptual thinking and analytical skills with the ability to analyze complex problems and provide solutions
• Strong ability to effectively plan time, method, manner and sequence of assigned work assignments

BOK Financial Corporation Group

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!

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, sexual orientation, genetic information or veteran status.