Client Solutions Professional I

BOK Financial; Tulsa (OK); Presencial; USD 42.000 - 64.000; Jornada completa

Descripción de la vacante

BOK Financial Corporation, based in Tulsa, seeks a Client Solutions Professional to handle legal orders such as subpoenas, garnishments, and levies, with potential involvement in mid‑stage to late delinquency collections. The role emphasizes service quality and collaboration across banking lines.

The position requires an Associate's Degree and 1–2 years of collections, branch banking, or customer service experience, with a commitment to integrity and client focus.

Formación

• Associate's degree required; 1–2 years in collections, branch banking, or customer service preferred.

Responsabilidades

• Answer customer questions and provide education to broaden banking knowledge.
• Support multiple banking lines including Consumer Banking, Private Wealth, Business Banking, Commercial Banking, Financial Crimes, Corporate Security, and Legal Processing.
• Counsel delinquent customers and establish formal or informal repayment plans.
• Maintain accuracy and know daily tasks; meet set goals and escalate when needed.
• Prioritize requests from various sources and platforms for financial data and court‑ordered documents.

Educación

Associate's degree

Descripción del empleo

Req ID: 78615

Location: Tulsa -TUL

Areas of Interest: Bank Operations

Pay Transparency Salary Range: Not Available

Application Deadline: 09/26/2026

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

If you are interested in a career as a Client Solutions Professional, 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. As an industry-leading provider of sophisticated financial solutions, we believe no challenge is too big, and no opportunity is too small, when we work together to build relationships.

Job Description

Responsible for receiving, researching and responding to all legal orders for the BOKF, N.A. footprint including but not limited to Subpoenas, Summons, Garnishments, Levies and other legal requests/services. This position may at times be responsible for initiating collection activities on mid-stage to late delinquency accounts or those in escalated legal status.

Team Culture

We live the company values in everything we do and act with honor and transparency. Integrity sets the foundation for team members to build trust with one another and build relationships.

We are a high spirited team that likes to have fun. Positive feedback from customers is recognized and rewarded frequently.

The team has the autonomy to make calls and complete requests without micromanagement. You are responsible for your performance. Management shares performance and quality control feedback on a regular basis.

How You'll Spend Your Time

• Each day offers challenges as well as growth opportunities. You will continuously be learning. You will face unique challenges and problems with customers. By answering customer questions and providing education, you’ll get a broad view of banking.
• You will provide exceptional customer service at the forefront of your role as you support Consumer Banking, Private Wealth, Business Banking, Commercial Banking, Financial Crimes, Corporate Security, BOMC and Legal Processing.
• You will counsel delinquent customers and work to establish formal and informal repayment plans, settlements, and work out plans.
• Accuracy is crucial. Knowing your daily tasks and whom to ask for assistance are vital. Each Client Solutions Professional has set goals to achieve.
• Time Management is a critical for meeting deadlines and court ordered compliance dates and ensures the reputation of the bank. You will prioritize requests from various sources and platforms for financial relationship data, bank generated documents, calculate balances/financial data and elevate concerns to leadership.

Education & Experience Requirements

This level of knowledge is normally acquired through completion of an Associate's Degree and 1-2 years of collections, branch banking, or customer service experience or equivalent combination of education and experience.

Working Conditions & Physical Requirements

Office - 20 lbs

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!

Equal Opportunity Statement

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.