Treasury Client Services Prof III

BOK Financial; Tulsa (OK); On-site; USD 60,000 - 80,000; Full time

Job summary

BOK Financial is seeking a Treasury Client Services Professional III in Tulsa, OK. This role involves managing complex Treasury client accounts and providing operational support on DDA and Treasury Management Products. Candidates should possess an Associate's Degree with relevant experience in banking and treasury servicing.

You will troubleshoot technical issues, collaborate with compliance teams, and build strong client relationships through proactive outreach and training. BOK Financial is committed to equal employment opportunities.

Qualifications

• 4 years' experience in banking and treasury client servicing or equivalent combination of education and experience.

Responsibilities

• Independently manage complex Treasury client accounts.
• Review and verify legal documentation for account openings.
• Collaborate with Compliance and Legal teams to resolve issues.
• Troubleshoot and resolve technical issues for clients.
• Coordinate with internal teams and vendors for problem resolution.
• Build client relationships through proactive outreach and training.
• Mentor junior team members and expand product knowledge.

Skills

Advanced understanding of banking regulations

Advanced Excel and Word experience

Advanced oral and written communication skills

Ability to establish and build partnerships

Advanced conceptual thinking and analytical skills

Education

Associate's Degree in a Business related field

Bachelor's degree preferred

Job description

Treasury Client Services Professional III

Location: Tulsa -TUL, Oklahoma City -OKC

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.

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.
• 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 understanding of:

• Banking regulations
• Deposit products/services
• Treasury products/services
• 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 peers.
• 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.

Equal Employment Opportunity

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.