Treasury Client Services Prof III

BOK Financial; Oklahoma City (OK); On-site; USD 65,000 - 90,000; Full time

Job summary

BOK Financial is seeking a Treasury Client Services Professional III in Oklahoma City to manage a designated client portfolio, provide expert support on DDA and Treasury Management Products, and resolve daily client issues. You will independently set daily cash positions and consult on investment options, with guidance for the most complex communications.

Ideal candidates have an Associate degree in a business field (Bachelor’s preferred) and 4 years of banking/treasury client servicing

Qualifications

• Associate degree in business or related field; bachelor’s preferred.
• 4 years of banking and treasury client servicing experience.
• Proficiency in financial documentation and regulatory reviews.

Responsibilities

• Manage complex Treasury client accounts, ensuring accurate setup and functionality.
• Review and verify legal and regulatory documentation for new/existing account openings.
• Collaborate with Compliance and Legal teams to resolve documentation issues.
• Troubleshoot and resolve technical issues, updating clients per End-of-Day Directive.
• Coordinate with internal teams and vendors to resolve problems and improve processes.
• Build strong client relationships through proactive outreach, fraud prevention, and training.
• Mentor junior team members and expand product and system knowledge.

Skills

Advanced Excel

Advanced Word

Oral & written communication

Education

Associate's Degree in Business-related field

Bachelor's degree preferred

Job description

Location: Oklahoma City -OKC, Tulsa -TUL, Fort Worth -FTWT

Areas of Interest: Branch Business Banking; Consumer Banker; Consumer Banking; Treasury Services

Pay Transparency Salary Range: Not Available

Application Deadline: 06/26/2026

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: Discretionary

Summary

As the treasury management team, we engage directly with clients, providing market insights and best practices on areas such as treasury optimization, reducing fraud risk, working capital benchmarking, and industry-leading trends. We define strategic goals and develop holistic strategies, using a proactive approach to deliver cutting‑edge solutions that meet our clients' evolving needs.

Job Description

The Treasury Client Services Professional III serves as the primary point of contact for a designated portfolio of clients providing technical and operational support on DDA and Treasury Management Products and Services. The TCSP III works independently to assist customers set their daily cash position and related investment options and resolve daily customer issues/concerns. Portfolio level varies from moderately complex to complex and incumbents work independently with moderate guidance from Supervisor seeking assistance on most complex client communications and approvals.

Team Culture

At BOKF, our treasury services culture thrives on integrity, collaboration, and innovation. We create an environment where team members are empowered to share their perspectives and drive success. Our dedication to continuous learning keeps us at the forefront of industry trends, enabling us to deliver exceptional solutions for our clients. Join us to be part of an energetic, supportive, and visionary team where your skills are celebrated, and your career can thrive.

How You'll Spend Your Time

• You will independently manage complex Treasury client accounts, ensuring accurate setup and functionality.
• You will review and verify legal and regulatory documentation for new and existing account openings.
• You will collaborate with Compliance and Legal teams to resolve documentation issues.
• You will troubleshoot and resolve technical issues, updating clients promptly per the End‑of‑Day Directive.
• You will coordinate with internal teams and vendors to resolve problems and improve processes.
• You will build strong client relationships through proactive outreach, fraud prevention, and training.
• You will mentor junior team members and continuously expand your product and system knowledge.

Education & Experience Requirements

This level of knowledge is normally acquired through completion of an Associate's Degree in a Business related field (Bachelor's preferred) and 4 years' experience in banking and treasury client servicing or an equivalent combination of education and experience.

Advanced

• Banking regulations
• Treasury products/service
• Advanced Excel and Word experience
• Advanced oral and written communication skills to effectively represent self and BOKF
• Demonstrated ability to establish and build healthy working partnerships with clients, vendors and peer.
• Advanced conceptual thinking and analytical skills with the ability to provide resolution to problems of a moderate complexity
• Ability to effectively plan time, method, manner and sequence of own work assignments Demonstrated ability to establish and build healthy working partnerships with clients, vendors and peer.

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!

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.

Please contact [e-mail] with any questions.