Treasury Client Svcs Professional II

BOK Financial; Tulsa (OK); On-site; USD 60,000 - 90,000; Full time

Job summary

BOK Financial is seeking a Treasury Client Services Professional II in Tulsa to provide technical and operational support for Commercial Banking clients, including high priority accounts. The role involves ensuring regulatory and legal compliance, resolving daily customer issues, and maintaining expert status in Treasury products.

The position emphasizes collaboration with multiple departments and third-party vendors, with Salesforce as a core tool for issue tracking and cross-sell opportunities

Qualifications

• Bachelor's Degree or 4+ years in bank ops or customer service.
• 7–8 years equivalent experience in bank ops or customer service may substitute for degree.
• Strong communication and customer service etiquette.

Responsibilities

• Manage a portfolio of commercial and corporate clients, reviewing receivables and settlement activity.
• Review account documentation with Compliance and Legal to address regulatory requirements.
• Troubleshoot and resolve DDA (IMPACS) and Treasury Management system issues with Operations, IT, and vendors.
• Serve as primary customer contact, providing timely responses and effective issue resolution.
• Build customer relationships through proactive outreach, fraud awareness, and product training.
• Track issues in Salesforce, support product testing, and communicate system updates.

Skills

Interpersonal communication

Verbal communication

Written communication

Customer service

Problem solving

Education

Bachelor's Degree

4+ years experience in bank operations or customer service

7–8 years equivalent experience in bank operations or customer service

Tools

Microsoft Office

Excel

Job description

Location: Tulsa -TUL, Fort Worth -FTWT

Areas of Interest: Bank Operations; Branch Business Banking; Consumer Banker; Consumer Banking; Consumer Lending

Pay Transparency Salary Range: Not Available

Application Deadline: 10/17/2026

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 crosssell 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.