Client Solutions Professional II (Customer Service) (82535)

BOK Financial

Oklahoma City (OK)

On-site

USD 40,000 - 56,000

Full time

39 hours ago
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Job summary

BOK Financial is seeking a Client Solutions Professional to initiate collection activities on early and mid-stage delinquency accounts in a compliant manner, documenting each customer contact and establishing repayment plans. You will work within a team that values autonomy, recognition, and continuous improvement of collection processes.

The role focuses on counseling delinquent customers, developing settlements, and ensuring adherence to banking policies and federal loan servicing regulations.

Qualifications

  • Associate’s Degree and 2-3 years of collections, branch banking, or customer service experience or equivalent combination of education and experience.

Responsibilities

  • Accurately document the collection system for each customer contact.
  • Identify ways to mitigate loss, complete due date changes and deferrals.
  • Upscale or redirect the more delinquent accounts to senior collectors for handling.

Skills

Collections
Customer service

Education

Associate’s Degree

Job description

Req ID: 78818

Location: Oklahoma City -OKC

Areas of Interest: Customer Service/Call Center; Bank Operations; Collections

Pay Transparency Salary Range: Not Available

Application Deadline: 11/20/2026

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 This position is responsible for initiating collection activities on early and mid-stage delinquency accounts in order to comply with bank policy and procedure as well as ensuring the bank is in compliance with federal regulations for loan servicing. Counsels delinquent customers and works to establish formal and informal repayment plans, settlements, and work out plans. This position is also responsible for accurately documenting the collection system for each customer contact.

Team Culture We are a high spirited team that likes to have fun. Recognition and rewards are given often, and when you receive positive feedback from a customer, you get a “kudos” that goes on a report which is shared with everyone. The team has the autonomy to make calls without micromanagement. You are responsible for your performance. There’s a “power hour" when everyone has to call on charged off deposit accounts. Everyone’s stats and rankings are shared with the team, and scorecards are sent out every Monday. Call quality plays a big part in where you rank.

How You'll Spend Your Time

  • You will accurately document the collection system for each customer contact.
  • You will identify ways to mitigate loss, complete due date changes and deferrals.
  • You will upscale or redirect the more delinquent accounts to senior collectors for handling.

Education & Experience Requirements This level of knowledge is normally acquired through completion of an Associate’s Degree and 2-3 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!

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.

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