Treasury Client Services Pro II — Cash Management

BOK Financial Corporation; Tulsa (OK); Hybrid; USD 65,000 - 86,000; Full time

Job summary

BOK Financial Corporation is seeking a Treasury Client Services Professional II in Tulsa, OK and Fort Worth, TX. You will provide technical and operational support to a portfolio of Commercial Banking customers for DDA and Treasury Management products, ensuring regulatory and legal requirements are met.

You will collaborate with Compliance, Legal, Operations, IT, and Relationship Managers, resolve issues in Salesforce, and develop product expert status in at least one treasury product while

Qualifications

• Bachelor’s Degree with 3–4 years’ bank ops or customer service experience, or 7–8 years’ equivalent experience.
• Excellent interpersonal, verbal, and written communication skills.
• Strong knowledge of product delivery systems, on-line computer systems, and treasury products.
• PC and software skills (Microsoft Office, Excel, Word).
• Ability to handle multiple requests in a professional manner.

Responsibilities

• Manage a portfolio of commercial and corporate clients by reviewing receivables, settlement activity, and account needs.
• Review account documentation and partner with Compliance and Legal to address regulatory requirements and exceptions.
• Troubleshoot and resolve DDA (IMPACS) and Treasury Management system or product issues alongside Operations, IT, and vendors.
• Serve as the primary customer contact, providing timely responses, clear updates, and effective issue resolution.
• Build strong customer relationships through proactive outreach, consultative support, fraud awareness, and product training.
• Track issues and trends in Salesforce, support product testing, communicate system updates, and identify cross-sell opportunities with RM partners.

Skills

Interpersonal communication

Verbal communication

Written communication

Banking operations

Customer service

Treasury management products

Microsoft Office

Excel

Word

Multi-tasking

Education

Bachelor's Degree

Tools

Microsoft Office

Excel

Word

Online banking systems

Job description

BOK Financial Corporation is seeking a Treasury Client Services Professional II in Tulsa, OK and Fort Worth, TX. You will provide technical and operational support to a portfolio of Commercial Banking customers for DDA and Treasury Management products, ensuring regulatory and legal requirements are met.

You will collaborate with Compliance, Legal, Operations, IT, and Relationship Managers, resolve issues in Salesforce, and develop product expert status in at least one treasury product while