Client Solutions Analyst II - EFT & Tech Support

BOK Financial Corporation; Tulsa, Northern (OK, KY); Hybrid; USD 55,000 - 75,000; Full time

Job summary

BOK Financial Corporation in Tulsa, OK seeks a TransFund Client Solutions Analyst II to provide mid-level operational and technical support for TransFund customers (350+ institutions). You will train entry-level staff and coordinate issue resolutions with vendors and clients to ensure smooth operations.

The role emphasizes data analysis, customer service excellence, and adherence to EFT regulations, with cross-functional collaboration and ongoing education in the EFT field.

Qualifications

• - 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.
• - You will 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.
• - You will be accountable for mitigating loss of business risk by being professional, courteous and accurate with all information provided.
• - You will be knowledgeable and able to provide detailed information regarding TransFund products and services to help generate sales; and participate in ongoing education specific to the EFT industry including, but not limited to, EMV, tokenization and Federal Regulations.
• - You will provide hands-on support for TF Client Representatives I to include systems, products and customer service support skills.
• - You will maintain integrity of quality control systems by identifying operational problems/trends with TransFund services and products and ensure follow up/resolution of reported problems communicating root cause of issue.
• - You will recognize, analyze and suggest solutions to recurring problems and report those issues to TF Client Services Representative III.

Skills

Data analysis

Interpersonal communication

Problem solving

Customer service

Multi-tasking

Education

Bachelor’s Degree and 4+ years EFT operations experience

Tools

TransFund Connect

Fidelity System

Job description

BOK Financial Corporation in Tulsa, OK seeks a TransFund Client Solutions Analyst II to provide mid-level operational and technical support for TransFund customers (350+ institutions). You will train entry-level staff and coordinate issue resolutions with vendors and clients to ensure smooth operations.

The role emphasizes data analysis, customer service excellence, and adherence to EFT regulations, with cross-functional collaboration and ongoing education in the EFT field.