About this role
<p><b><span style="font-size:14.0px"><span style="font-family:Arial, Helvetica, sans-serif"><span><span style="color:black">Req ID:</span></span> </span></span></b><span style="font-size:14.0px"><span style="font-family:Arial, Helvetica, sans-serif">78264</span></span><b><span style="font-size:14.0px"><span style="font-family:Arial, Helvetica, sans-serif"> </span></span></b></p> <p><b><span style="font-size:14.0px"><span style="font-family:Arial, Helvetica, sans-serif"><span><span style="color:black">Location:</span></span> </span></span></b><span style="font-size:14.0px"><span style="font-family:Arial, Helvetica, sans-serif">Oklahoma City -OKC, Tulsa -TUL</span></span><b><span style="font-size:14.0px"><span style="font-family:Arial, Helvetica, sans-serif"> </span></span></b></p> <p><b><span style="font-size:14.0px"><span style="font-family:Arial, Helvetica, sans-serif"><span><span style="color:black">Areas of Interest: </span></span></span></span></b><span style="font-size:14.0px"><span style="font-family:Arial, Helvetica, sans-serif">Treasury Services; Customer Service/Call Center</span></span><b><span style="font-size:14.0px"><span style="font-family:Arial, Helvetica, sans-serif"> </span></span></b></p> <p><b><span style="font-size:14.0px"><span style="font-family:Arial, Helvetica, sans-serif"><span><span style="color:black">Pay Transparency Salary Range:</span></span> </span></span></b><span style="font-size:14.0px"><span style="font-family:Arial, Helvetica, sans-serif">Not Available</span></span><b><span style="font-size:14.0px"><span style="font-family:Arial, Helvetica, sans-serif"> </span></span></b></p> <p><b><span style="font-size:14.0px"><span style="font-family:Arial, Helvetica, sans-serif"><span><span style="color:black">Application Deadline:</span></span> </span></span></b><span style="font-size:14.0px"><span style="font-family:Arial, Helvetica, sans-serif">07/18/2026</span></span></p> <p><span style="font-size:14.0px"><span style="font-family:Arial, Helvetica, sans-serif"><span style="color:black">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®.</span></span></span></p> <div><div style="padding:10.0px 0.0px;border:1.0px solid transparent"><div style="font-size:16.0px;word-wrap:break-word"><H2 style="font-size:1.0em;margin:0.0px"><b>Bonus Type</b></H2> </div><div><div>Discretionary</div></div></div><div style="padding:10.0px 0.0px;border:1.0px solid transparent"><div style="font-size:16.0px;word-wrap:break-word"><H2 style="font-size:1.0em;margin:0.0px"><b>Summary</b></H2> </div><div><p><span style="font-family:arial, helvetica, sans-serif">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.</span></p></div></div><div style="padding:10.0px 0.0px;border:1.0px solid transparent"><div style="font-size:16.0px;word-wrap:break-word"><H2 style="font-size:1.0em;margin:0.0px"><b>Job Description</b></H2> </div><div><p><span style="font-family:arial, helvetica, sans-serif">The <strong>Treasury Client Services Professional II</strong> 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.</span></p></div></div><div style="padding:10.0px 0.0px;border:1.0px solid transparent"><div style="font-size:16.0px;word-wrap:break-word"><H2 style="font-size:1.0em;margin:0.0px"><b>Team Culture</b></H2> </div><div><p><span style="font-family:arial, helvetica, sans-serif">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.</span></p></div></div><div style="padding:10.0px 0.0px;border:1.0px solid transparent"><div style="font-size:16.0px;word-wrap:break-word"><H2 style="font-size:1.0em;margin:0.0px"><b>How You'll Spend Your Time</b></H2> </div><div><ul> <li style="font-family:arial, helvetica, sans-serif"><span style="font-family:arial, helvetica, sans-serif">You will manage a portfolio of commercial and corporate clients by reviewing receivables, settlement activity, and account needs.</span></li> <li style="font-family:arial, helvetica, sans-serif"><span style="font-family:arial, helvetica, sans-serif">You will review account documentation and partner with Compliance and Legal to address regulatory requirements and exceptions.</span></li> <li style="font-family:arial, helvetica, sans-serif"><span style="font-family:arial, helvetica, sans-serif">You will troubleshoot and resolve DDA (IMPACS) and Treasury Management system or product issues alongside Operations, IT, and vendors.</span></li> <li style="font-family:arial, helvetica, sans-serif"><span style="font-family:arial, helvetica, sans-serif">You will serve as the primary customer contact, providing timely responses, clear updates, and effective issue resolution.</span></li> <li style="font-family:arial, helvetica, sans-serif"><span style="font-family:arial, helvetica, sans-serif">You will build strong customer relationships through proactive outreach, consultative support, fraud awareness, and product training.</span></li> <li style="font-family:arial, helvetica, sans-serif"><span style="font-family:arial, helvetica, sans-serif">You will track issues and trends in Salesforce, support product testing, communicate system updates, and identify cross‑sell opportunities with RM partners.</span></li> </ul></div></div><div style="padding:10.0px 0.0px;border:1.0px solid transparent"><div style="font-size:16.0px;word-wrap:break-word"><H2 style="font-size:1.0em;margin:0.0px"><b>Education & Experience Requirements</b></H2> </div><div><p><span style="font-family:arial, helvetica, sans-serif">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 <strong>or</strong> 7 to 8 years’ equivalent experience in a bank operations or customer service function. </span></p> <ul> <li style="font-family:arial, helvetica, sans-serif"><span style="font-family:arial, helvetica, sans-serif">Excellent interpersonal, verbal, and written communication skills</span></li> <li style="font-family:arial, helvetica, sans-serif"><span style="font-family:arial, helvetica, sans-serif">Excellent knowledge of product delivery systems and on-line computer systems</span></li> <li style="font-family:arial, helvetica, sans-serif"><span style="font-family:arial, helvetica, sans-serif">Excellent knowledge of Bank operations</span></li> <li style="font-family:arial, helvetica, sans-serif"><span style="font-family:arial, helvetica, sans-serif">Excellent knowledge of customer service etiquette</span></li> <li style="font-family:arial, helvetica, sans-serif"><span style="font-family:arial, helvetica, sans-serif">Excellent knowledge of banking and Treasury Management products</span></li> <li style="font-family:arial, helvetica, sans-serif"><span style="font-family:arial, helvetica, sans-serif">Good PC and software application skills (Microsoft Office, Excel; Word)</span></li> <li style="font-family:arial, helvetica, sans-serif"><span style="font-family:arial, helvetica, sans-serif">Thorough understanding of a multitude of software products and the ability to understand new</span></li> <li style="font-family:arial, helvetica, sans-serif"><span style="font-family:arial, helvetica, sans-serif">applications with a minimum of prior exposure to the product</span></li> <li style="font-family:arial, helvetica, sans-serif"><span style="font-family:arial, helvetica, sans-serif">Excellent ability to handle multiple requests in a competent and professional manner</span></li> </ul></div></div></div><p><span style="font-size:14.0px"><span style="font-family:Arial, Helvetica, sans-serif"><span><b><span style="color:black">BOK Financial Corporation Group</span></b><span style="color:black"> is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees. <b>With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career!</b> <br> <b>Apply today</b> and take the first step towards your next career opportunity!</span><br> <span><span><span><span><span><span> <br> <b>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.</b></span></span></span></span></span></span></span></span></span></p> <p><span style="font-size:14.0px"><span style="font-family:Arial, Helvetica, sans-serif"><span><span><span><span><span><span><span><span><span><span><span><b><span><span><span style="color:black">Please contact </span><u><a href="mailto:[email protected]?subject=BOKF%20Career%20Site%20Help"><span style="color:black"><span style="text-decoration:none"><span><span>[email protected]</span></span></span></span></a></u><span><span> with any questions. </span></span></span></span></b></span></span></span></span></span></span></span></span></span></span></span></span></span></p>