Marketing Specialist, TransFund

BOK Financial; Tulsa (OK); On-site; USD 55,000 - 75,000; Full time

Job summary

TransFund Marketing Specialist at BOK Financial in Tulsa, OK, focuses on marketing support for launching debit and credit card programs for new clients and current accounts.

You will coordinate marketing campaigns, manage promotional materials, and work with external vendors to deliver messaging, inventory, and client needs. The role emphasizes collaboration with internal teams to drive campaigns and client satisfaction.

Qualifications

• Bachelor's degree and 2+ years in financial services marketing or 6+ years in a related role.
• Marketing experience in the financial industry is highly preferred.
• Strong knowledge of sales promotions and promotional materials (print and digital).
• Ability to coordinate many high-priority activities with multiple priorities.
• Advanced project planning and management skills.
• Excellent interpersonal and written communication; capable of client presentations.
• Proficiency with PowerPoint, Excel, Word; marketing software tools.

Responsibilities

• Develop and support marketing plans and manage projects to completion.
• Coordinate creation and distribution of promotional materials for clients.
• Partner with external vendors to manage messaging, inventory, and client needs.
• Oversee creative traffic flow and card inventory processes for client initiatives.
• Collaborate with internal teams to produce marketing tools for sales campaigns.
• Assist clients with sweepstakes and school card programs; guide junior consultants.

Skills

Marketing

Client marketing

Project coordination

Interpersonal communication

PowerPoint

Excel

Education

Bachelor's degree in Marketing or related

Tools

PowerPoint

MS Excel

Job description

Req ID: 78616

Location: Tulsa -TUL

Areas of Interest: Professional; Marketing

Pay Transparency Salary Range: Not Available

Application Deadline: 09/26/2026

Bonus Type: BOKF Performance Plan (D02)

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.

Summary

Since 1975, TransFund has been delivering ATM, debit, and credit card processing solutions to financial institutions, emphasizing unmatched in‑person expertise and hands‑on service. Their goal is to provide maximum performance, service, and value. TransFund offers a range of services, including debit and credit card processing, merchant services, ATM services, fraud protection, card control, point‑of‑sale systems, and digital wallets, serving thousands of banks, credit unions, retailers, and merchants nationwide. Their success is marked by innovative products and superior service.

Job Description

The TransFund Marketing Specialist is primarily responsible for working directly with new clients to provide marketing support as they launch their debit and credit card programs. Additionally, this role works with internal and external resources on creating, developing and implementing marketing projects for current clients, creating turnkey marketing campaigns, managing the implementation of school cards, full‑service credit programs, client sweepstakes, statement messages, insert inventory and card designs. This role works with the marketing team to ensure marketing materials are up to date and available for client and sales use, coordinating the printing, digital distribution and placement in various mediums.

Team Culture

We promote an environment where employees feel valued and inspired to make a meaningful difference. Our team prides itself on providing hands‑on service that is unmatched by any others in the electronic funds transfer industry. Our goal each day is to provide our clients with the maximum level of performance, service, and solutions that bring the highest possible value in our industry.

How You'll Spend Your Time

• You will develop and support marketing plans while managing projects to successful completion.
• You will coordinate the creation and distribution of promotional materials for financial institution clients.
• You will partner with external vendors to manage messaging, inventory, and client‑related needs.
• You will oversee creative traffic flow and card inventory processes for client marketing initiatives.
• You will collaborate with internal teams to produce marketing tools for sales and targeted campaigns.
• You will assist clients with sweepstakes, school card programs, and provide guidance to junior consultants.

Education & Experience Requirements

This level of knowledge is normally acquired through completion of a bachelor's degree and 2+ years of experience in financial services marketing or equivalent work experience of 6+ years. Marketing experience in the financial industry is highly preferred.

• Thorough knowledge of sales promotion activities.
• Thorough knowledge of promotional materials, both print and digital.
• Ability to coordinate many high priority activities with multiple priorities.
• Advanced project planning/management skills.
• Excellent interpersonal skills, including oral and written communication skills with ability to prepare and deliver presentations for clients and executive management.
• Thorough knowledge of PC software tools to include PowerPoint, MS Excel, MS Word, and some marketing software tools.
• Ability to work independently on multiple projects from start to finish.
• Creative thinker who can apply strategic goals to outcomes.
• Strong interpersonal skills and attention to details.

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!career!and take the first step towards your next career opportunity! 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.