Transfund Client Solutions Analyst II

BOK Financial Corporation; Tulsa, Northern (OK, KY); On-site; 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

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Transfund Client Solutions Analyst II

Tulsa, OK, US, 74101

Location: Tulsa -TUL

Areas of Interest: Accounting; Client Relationship Support; Customer Service/Call Center; Tier I Support

Pay Transparency Salary Range: Not Available

Application Deadline: 09/28/2026

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

BOKF Performance Plan (D02)

Summary

If you are looking for a role that combines a passion for innovation, an opportunity for growth, and a culture of teamwork, then you\'ve come to the right place. We have an exciting opportunity awaiting someone like you!

Job Description

The TransFund Client Solutions Analyst II is primarily responsible for providing mid-level operational and technical support for TransFund customers (350+ Financial Institutions); troubleshoot technical problems working with a variety of resources, including ATM vendors, Card vendor, Third Party Processors, ATM switch provider, TransFund Relationship Managers/Project Managers, other networks and various contacts within the customer organizations; supplies training and assistance to entry level TF Client Solutions Analyst I.

Team Culture

All work is completed as a team, and each function is interdependent on the others. We are a close-knit, diverse group that works toward a common goal and is committed to each other’s success. We build relationships with subject matter experts across the organization to gain a greater appreciation for their role and the service they provide to our communities.

We’ve created a space for us to brainstorm, ask questions, and find solutions during our weekly one on one meetings. Group learning and idea sharing are encouraged for positive change, regardless of one’s role or level.

We achieve more together by being involved, committed, and collaborative. We respect, honor and praise one another for a job well done. We celebrate each other\'s wins, big and small.

How You\'ll Spend Your Time

• 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 respond to ATM terminal problems and provide support for balancing and dispute issues.
• 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.

Education & Experience Requirements

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 Electronic Funds Transfer (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 Point of Sale 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.

Working Conditions & Physical Requirements

Office - Occasional Travel

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!

Investing in our talent and building a great workplace is a top priority for us.

For more than a century, BOK Financial Corporation has helped fuel the success of clients and communities. Since our humble beginnings in Tulsa, Oklahoma, we’ve grown into a diversified financial services company that serves consumers, small businesses and international corporations—and everything in between.

Facts:

• Operations focused in an eight-state footprint
• 5,000 team members
• $53.2 billion in assets*
• $129.3 billion in assets under management and administration*
• $9.3 million donated to local nonprofits in 2025
• 56,000 volunteer hours by our employees in 2025

Nearest Major Market: Tulsa
Nearest Secondary Market: Oklahoma
Job Segment: Fraud Prevention, Bank, Banking, Call Center, QC, Security, Finance, Customer Service, Quality