Treasury Client Svcs Professional II

BOK Financial Corporation; Oklahoma City, Northern (OK, KY); Hybrid; USD 52,000 - 74,000; Full time

Benefits offered by this job

Discretionary bonus

Job summary

BOK Financial Corporation in Oklahoma City seeks a Treasury Client Services Professional II who provides technical and operational support for DDA and Treasury Management Products to a portfolio of Commercial Banking customers, including high-priority clients.

You will obtain required Legal and BSA/AML CIP information, analyze documentation for regulatory compliance, and resolve issues with cross-department collaboration across Treasury Services, Operations, IT, and Relationship Managers.

Qualifications

• Bachelor’s Degree plus 3–4 years in bank operations or customer service, or 7–8 years equivalent experience.
• Excellent interpersonal, verbal, and written communication skills.
• Strong knowledge of banking and Treasury Management products and operations.

Responsibilities

• Manage a portfolio of commercial and corporate clients by reviewing receivables, settlement activity, and account needs.
• Review account documentation and coordinate with Compliance and Legal on regulatory requirements and exceptions.
• Troubleshoot DDA (IMPACS) and Treasury Management system or product issues with Operations, IT, and vendors.
• Serve as the primary customer contact with timely responses and clear updates.
• Build strong customer relationships through proactive outreach, fraud awareness, and product training.
• Track issues in Salesforce, support product testing, and communicate system updates while identifying cross-sell opportunities with RM partners.

Skills

Interpersonal communication

Verbal communication

Written communication

Customer service

Treasury Management knowledge

Education

Bachelor’s Degree

Tools

Salesforce

Excel

Microsoft Office

CRM systems

Job description

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Treasury Client Svcs Professional II

Location: Oklahoma City -OKC

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

Pay Transparency Salary Range: Not Available

Application Deadline: 10/14/2026

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 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; Responsible for obtaining all Legal and BSA/AML CIP information required for new account opening; analyze documentation for accuracy and appropriateness for fulfilling regulatory and legal requirements; resolves daily customer issues/concerns sometimes engaging various departments in Treasury Services, Operations, Information Technology, and/or Relationship Managers; some products require communications with third party vendors to identify and resolve customer issue; inputs and tracks all customer initiated operating and system problems via Salesforce. Identifies and refers cross sell opportunities. Must develop and maintain Product Expert status in at least one product.

Team Culture

At BOKF, our 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 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 on-line 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

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.

Investing in our talent and building a great workplace is a top priority for us.

For more than a century, BOK Financial Corporation has helped fuel the success of clients and communities. Since our humble beginnings in Tulsa, Oklahoma, we’ve grown into a diversified financial services company that serves consumers, small businesses and international corporations—and everything in between.

Facts:

• Operations focused in an eight-state footprint
• 5,000 team members
• $53.2 billion in assets*
• $129.3 billion in assets under management and administration*
• $9.3 million donated to local nonprofits in 2025
• 56,000 volunteer hours by our employees in 2025