Treasury Client Services Prof III

BOK Financial Corporation; Tulsa (OK); On-site; USD 60,000 - 85,000; Full time

Job summary

A leading financial services company in Tulsa, Oklahoma, seeks a Treasury Management professional to manage client accounts. Responsibilities include ensuring accurate account setup, reviewing legal documentation, and resolving technical issues. The ideal candidate will hold an Associate's Degree in Business, possess 4 years of relevant banking and treasury experience, and demonstrate strong relationship-building skills. This role also includes mentoring junior team members and proactive communication with clients.

Qualifications

• 4 years’ experience in banking and treasury client servicing.
• Strong relationship management skills with clients, vendors, and peers.
• Ability to manage documentation and solve moderate complexity problems.

Responsibilities

• Independently manage complex Treasury client accounts.
• Review and verify legal and regulatory documentation.
• Troubleshoot and resolve technical issues promptly.
• Build strong client relationships through proactive outreach.

Skills

Banking regulations

Treasury products/service

Advanced Excel

Advanced Word

Advanced oral communication skills

Advanced written communication skills

Analytical skills

Education

Associate’s Degree in Business or equivalent

Bachelor’s Degree preferred

Job description

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.

Responsibilities

• 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.

• 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 peers.
• Advanced conceptual thinking and analytical skills with the ability to provide resolution to problems of moderate complexity.
• Ability to effectively plan time, method, manner and sequence of own work assignments.

EEO Statement

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.