Client Solutions Analyst II: EFT & Tech Support

BOK Financial; Tulsa (OK); On-site; USD 60,000 - 90,000; Full time

Job summary

BOK Financial is seeking a TransFund Client Solutions Analyst II to provide mid-level operational and technical support for over 350 financial institutions. You will troubleshoot issues with ATM vendors, card vendors, third-party processors, and internal teams, while training entry-level analysts.

In this role you will coordinate resolutions, analyze data, and stay current on EFT regulations, EMV, and tokenization to help customers balance and resolve disputes. Occasional travel is required.

Qualifications

• This level of knowledge is normally acquired through completion of a Bachelor's Degree and 4+ years of EFT operations experience or 8+ years equivalent experience in bank operations or customer service.
• Thorough knowledge of TransFund products and various computer software and online applications including TransFund Connect and Fidelity System.
• Thorough knowledge of EFT industry regulations/practices (VISA, MasterCard, Cirrus, Plus and applicable federal regulations)
• Thorough knowledge of basic accounting practices and principles to assist clients in reconciling ATM and POS transactions.
• Excellent ability to analyze data to facilitate troubleshooting and resolve problems for clients.
• Excellent interpersonal, verbal and written communication skills.
• Thorough knowledge of telephone customer service.
• Ability to handle multiple tasks simultaneously in competent and professional manner.

Responsibilities

• You will conduct training to Financial Institutions for multiple applications, Fraud Monitoring and Fraud Prevention services (7 different services) and Electronic Equipment to include card printers and ATM machines.
• Coordinate resolutions to operational, technical and accounting problems with TransFund clients, Card vendors, Third Party Processors, ATM Switch providers, TransFund Relationship Managers/Project Managers and internal staff.
• Respond to ATM terminal problems and provide support for balancing and dispute issues.
• Accountable for mitigating loss of business risk by being professional, courteous and accurate with all information provided.
• Provide detailed information regarding TransFund products and services to help generate sales; participate in ongoing education specific to EFT industry including EMV, tokenization and Federal Regulations.

Skills

Analytical thinking

Communication skills

Customer service

Multi-tasking

Problem solving

Data analysis

Education

Bachelor's Degree

4+ years EFT operations experience

8+ years bank operations or customer service

Tools

TransFund Connect

Fidelity System

Job description

BOK Financial is seeking a TransFund Client Solutions Analyst II to provide mid-level operational and technical support for over 350 financial institutions. You will troubleshoot issues with ATM vendors, card vendors, third-party processors, and internal teams, while training entry-level analysts.

In this role you will coordinate resolutions, analyze data, and stay current on EFT regulations, EMV, and tokenization to help customers balance and resolve disputes. Occasional travel is required.