Treasury Client Services Pro II – Strategic Banking Support

BOK Financial; Tulsa (OK); On-site; USD 60,000 - 90,000; Full time

Job summary

BOK Financial is seeking a Treasury Client Services Professional II in Tulsa to provide technical and operational support for Commercial Banking clients, including high priority accounts. The role involves ensuring regulatory and legal compliance, resolving daily customer issues, and maintaining expert status in Treasury products.

The position emphasizes collaboration with multiple departments and third-party vendors, with Salesforce as a core tool for issue tracking and cross-sell opportunities

Qualifications

• Bachelor's Degree or 4+ years in bank ops or customer service.
• 7–8 years equivalent experience in bank ops or customer service may substitute for degree.
• Strong communication and customer service etiquette.

Responsibilities

• Manage a portfolio of commercial and corporate clients, reviewing receivables and settlement activity.
• Review account documentation with Compliance and Legal to address regulatory requirements.
• Troubleshoot and resolve DDA (IMPACS) and Treasury Management system issues with Operations, IT, and vendors.
• Serve as primary customer contact, providing timely responses and effective issue resolution.
• Build customer relationships through proactive outreach, fraud awareness, and product training.
• Track issues in Salesforce, support product testing, and communicate system updates.

Skills

Interpersonal communication

Verbal communication

Written communication

Customer service

Problem solving

Education

Bachelor's Degree

4+ years experience in bank operations or customer service

7–8 years equivalent experience in bank operations or customer service

Tools

Microsoft Office

Excel

Job description

BOK Financial is seeking a Treasury Client Services Professional II in Tulsa to provide technical and operational support for Commercial Banking clients, including high priority accounts. The role involves ensuring regulatory and legal compliance, resolving daily customer issues, and maintaining expert status in Treasury products.

The position emphasizes collaboration with multiple departments and third-party vendors, with Salesforce as a core tool for issue tracking and cross-sell opportunities