Treasury Client Svcs Professional II - Corporate Card

BOK Financial; Houston (TX); On-site; USD 55,000 - 85,000; Full time

Job summary

BOK Financial is seeking a Treasury Client Services Professional II to support corporate card clients and program administrators in a fast-paced environment.

You will work closely with Card Sales, Account Managers, and Treasury Officers to deliver proactive, consultative service and strong client relationships. This role requires solid banking knowledge and exceptional communication skills.

Qualifications

• Excellent interpersonal, verbal, and written communication skills.
• Strong knowledge of product delivery systems and online banking tools.
• Extensive banking and Treasury Management product knowledge.
• Proficient with Microsoft Office applications (Excel, Word).
• Ability to handle multiple requests professionally.

Responsibilities

• Directly support all service aspects of corporate card
• Ensure client satisfaction by delivering best-in-class service through effective communication and timely resolution of customer inquiries and requests
• Respond to all customers and updates the customer on the status of all issues on a same day basis
• You will proactively contact existing customers to relate information regarding system changes, enhancements, outages, regulatory changes or any other information that could cause material customer impact

Skills

Communication skills

Interpersonal skills

Verbal and written communication

Customer service

Education

Bachelor's Degree

Tools

Microsoft Office

Excel

Word

Job description

Req ID: 78450

Location: Houston -HOUS, Albuquerque -ALBQ, Dallas -DAL, Fort Worth -FTWT, Kansas City -KSCY, Oklahoma City -OKC, Phoenix -PHOE, Tulsa -TUL

Areas of Interest: Bank Operations; Client Relationship Support; Treasury Services; Treasury Services, Commercial Card

Pay Transparency Salary Range: Not Available

Application Deadline: 09/11/2026

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. 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!

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 - Corporate Card provides advanced technical, operational, and client support for a portfolio of corporate card clients and program administrators. The role serves as a trusted resource for clients, assisting with a wide range of service inquiries, including card usage, Spend Control administration, new user setup, and fleet card support. The TCSP II partners closely with Corporate Card Sales, Corporate Card Account Managers, Relationship Managers, and Treasury Management Officers to deliver exceptional client service, strengthen relationships, and support overall program success through a consultative, solution-oriented approach.

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

• Directly support all service aspects of corporate card
• Ensureclient satisfaction by delivering best-in-class service through effective communication and timely resolution of customer inquiries and requests
• Respond to all customers and updates the customer on the status of all issues on a same day basis
• You will proactively contactexisting customers to relate information regarding system changes, enhancements, outages, regulatory changes or any other information that could cause material customer impact

The following systems will be utilized in this role: TSYS (Total Systems) Green Screens/Soni/Mocha;TSYS Access Manager;Spend Control;Power BI;Exchange;One Note;Business Invoicing

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

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.