Treasury Client Services Pro II — Cash Management & Support

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

Job summary

BOK Financial in Oklahoma City is seeking a Treasury Client Services Professional II to support a portfolio of Commercial Banking customers. This role involves managing client relationships, resolving issues, and assisting with Treasury Management products.

The ideal candidate must have a Bachelor's Degree and substantial experience in banking or customer service, excellent communication skills, and the ability to manage multiple tasks efficiently. The position offers an opportunity to contribute to customer satisfaction while working in a collaborative environment.

Qualifications

• Bachelor's Degree or 7-8 years' equivalent experience in bank operations.
• 3-4 years of experience in a customer service position in banking.
• Excellent knowledge of Treasury Management products.

Responsibilities

• Manage a portfolio of commercial and corporate clients.
• Troubleshoot and resolve DDA and Treasury Management issues.
• Build strong customer relationships through proactive outreach.

Skills

Interpersonal skills

Verbal communication

Written communication

Knowledge of bank operations

Customer service etiquette

PC and software application skills

Ability to handle multiple requests

Education

Bachelor's Degree

3-4 years' experience in bank operations or customer service

Tools

Salesforce

Microsoft Office

Job description

BOK Financial in Oklahoma City is seeking a Treasury Client Services Professional II to support a portfolio of Commercial Banking customers. This role involves managing client relationships, resolving issues, and assisting with Treasury Management products.

The ideal candidate must have a Bachelor's Degree and substantial experience in banking or customer service, excellent communication skills, and the ability to manage multiple tasks efficiently. The position offers an opportunity to contribute to customer satisfaction while working in a collaborative environment.