Treasury Client Svcs Professional II

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

Req ID: 78264

Location: Oklahoma City -OKC, Tulsa -TUL

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 II provides technical and operational support to a portfolio of Commercial Banking customers (including high priority) for all DDA and Treasury Management Products and Services. Treasury products assist customers in setting their daily cash position and related investment options. Responsibilities include obtaining all Legal and BSA/AML CIP information required for new account opening; analyzing documentation for accuracy and appropriateness for fulfilling regulatory and legal requirements; resolving daily customer issues/concerns, often engaging various departments in Treasury Services, Operations, Information Technology, and Relationship Managers; communicating with third‑party vendors to identify and resolve customer issues; and inputting and tracking all customer‑initiated operating and system problems via Salesforce. Additionally, the role identifies and refers cross‑sell opportunities and must develop and maintain Product Expert status in at least one product.

How You'll Spend Your Time

• You will manage a portfolio of commercial and corporate clients by reviewing receivables, settlement activity, and account needs.
• You will review account documentation and partner with Compliance and Legal to address regulatory requirements and exceptions.
• You will troubleshoot and resolve DDA (IMPACS) and Treasury Management system or product issues alongside Operations, IT, and vendors.
• You will serve as the primary customer contact, providing timely responses, clear updates, and effective issue resolution.
• You will build strong customer relationships through proactive outreach, consultative support, fraud awareness, and product training.
• You will track issues and trends in Salesforce, support product testing, communicate system updates, and identify cross‑sell opportunities with RM partners.

Education & Experience Requirements

The required level of knowledge is normally acquired through a Bachelor's Degree and 3 to 4 years' experience in a bank operations or customer service position or 7 to 8 years' equivalent experience in a bank operations or customer service function.

• Excellent interpersonal, verbal, and written communication skills
• Excellent knowledge of product delivery systems and online computer systems
• Excellent knowledge of bank operations
• Excellent knowledge of customer service etiquette
• Excellent knowledge of banking and Treasury Management products
• Good PC and software application skills (Microsoft Office, Excel; Word)
• Thorough understanding of a multitude of software products and the ability to understand new applications with a minimum of prior exposure to the product
• Excellent ability to handle multiple requests in a competent and professional manner

Please contact [e-mail] with any questions.

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.