Client Service Consultant

BOK Financial Corporation; Tempe, Northern (AZ, KY); On-site; USD 55,000 - 70,000; Full time

Job summary

BOK Financial Corporation in Tempe is seeking a Client Service Consultant to open and maintain commercial deposit accounts, ensuring regulatory compliance and accurate documentation. You will work as the first contact for onboarding, manage client profiles, and coordinate check and debit card orders.

The team emphasizes integrity, collaboration, and client relationships. A Associate's Degree (Bachelor's preferred) and 4–6 years in banking are typical; strong Excel/Word and clear communication

Qualifications

• Minimum 4–6 years of banking experience, or an equivalent 8–10 years combination of education and experience.
• Knowledge of general banking principles and regulations; deposit account opening for commercial entities.
• CDD/Beneficial Ownership Rules; strong written and oral communication skills.

Responsibilities

• Serve as the first point of contact for account opening and maintenance requests.
• Collect and validate documentation to support regulatory compliance.
• Track client interactions and service activities using internal systems.
• Prepare account-opening documents and assist with digital banking enrollment.
• Create and maintain customer profiles and account records across banking platforms.
• Manage account records and coordinate check and debit card order fulfillment.

Skills

Customer service

Regulatory compliance

Communication

Analytical skills

Time management

Education

Associate's Degree in Business

Bachelor's preferred

Tools

Excel

Word

CRM systems

Job description

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Client Service Consultant

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 Type

Discretionary

Summary

BOK 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 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.

Investing in our talent and building a great workplace is a top priority for us.

For more than a century, BOK Financial Corporation has helped fuel the success of clients and communities. Since our humble beginnings in Tulsa, Oklahoma, we've grown into a diversified financial services company that serves consumers, small businesses and international corporations—and everything in between.

Facts:

• Operations focused in an eight-state footprint
• 5,000 team members
• $53.2 billion in assets*
• $129.3 billion in assets under management and administration*
• $9.3 million donated to local nonprofits in 2025
• 56,000 volunteer hours by our employees in 2025

Nearest Major Market: Phoenix
Job Segment: Fulfillment, Bank, Banking, Customer Service, Operations, Finance