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">78116</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">Denver -DEN, Dallas -DAL, Fort Worth -FTWT, Oklahoma City -OKC, Tempe -TEMP, 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">Commercial Banking; Treasury Services</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">$60,000 - $82,000</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">07/24/2026</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 style="margin-bottom:11.0px"><span style="font-size:14.0px;color:black"><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></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 style="margin-bottom:11.0px;text-align:justify"><span style="font-size:14.0px;color:black"><span style="font-family:Arial, Helvetica, sans-serif">The <strong>Treasury Client Services Professional III</strong> serves as the primary point of contact for a designated portfolio of clients providing technical and operational support on DDA and Treasury Management Products and Services. The TCSP III works independently to assist customers set their daily cash position and related investment options and resolve daily customer issues/concerns. Portfolio level varies from moderately complex to complex and incumbents work independently with moderate guidance from Supervisor seeking assistance on most complex client communications and approvals. </span></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 style="margin-bottom:11.0px"><span style="font-size:14.0px;color:black"><span style="font-family:Arial, Helvetica, sans-serif">At BOKF, our treasury services 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></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 style="margin-bottom:11.0px"> <li style="color:black"><span style="font-size:14.0px;color:black"><span style="font-family:Arial, Helvetica, sans-serif">You will independently manage complex Treasury client accounts, ensuring accurate setup and functionality.</span></span></li> <li style="color:black"><span style="font-size:14.0px;color:black"><span style="font-family:Arial, Helvetica, sans-serif">You will review and verify legal and regulatory documentation for new and existing account openings.</span></span></li> <li style="color:black"><span style="font-size:14.0px;color:black"><span style="font-family:Arial, Helvetica, sans-serif">You will collaborate with Compliance and Legal teams to resolve documentation issues.</span></span></li> <li style="color:black"><span style="font-size:14.0px;color:black"><span style="font-family:Arial, Helvetica, sans-serif">You will troubleshoot and resolve technical issues, updating clients promptly per the End-of-Day Rule.</span></span></li> <li style="color:black"><span style="font-size:14.0px;color:black"><span style="font-family:Arial, Helvetica, sans-serif">You will coordinate with internal teams and vendors to resolve problems and improve processes.</span></span></li> <li style="color:black"><span style="font-size:14.0px;color:black"><span style="font-family:Arial, Helvetica, sans-serif">You will build strong client relationships through proactive outreach, fraud prevention, and training.</span></span></li> <li style="color:black"><span style="font-size:14.0px;color:black"><span style="font-family:Arial, Helvetica, sans-serif">You will mentor junior team members and continuously expand your product and system knowledge.</span></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 style="margin-bottom:11.0px"><span style="font-size:14.0px;color:black"><span style="font-family:Arial, Helvetica, sans-serif">This level of knowledge is normally acquired through completion of an Associate’s Degree in a Business related field (Bachelor’s preferred) and 4 years’ experience in banking and treasury client servicing or an equivalent combination of education and experience. </span></span></p> <p><span style="font-size:14.0px;color:black"><span style="font-family:Arial, Helvetica, sans-serif"><strong>Advanced</strong> understanding of:</span></span></p> <ul style="margin-bottom:13.0px"> <li style="color:black"><span style="font-size:14.0px;color:black"><span style="font-family:Arial, Helvetica, sans-serif">Banking regulations</span></span></li> <li style="color:black"><span style="font-size:14.0px;color:black"><span style="font-family:Arial, Helvetica, sans-serif">Deposit products/services</span></span></li> <li style="color:black"><span style="font-size:14.0px;color:black"><span style="font-family:Arial, Helvetica, sans-serif">Treasury products/service</span></span></li> <li style="color:black"><span style="font-size:14.0px;color:black"><span style="font-family:Arial, Helvetica, sans-serif">Advanced Excel and Word experience</span></span></li> <li style="color:black"><span style="font-size:14.0px;color:black"><span style="font-family:Arial, Helvetica, sans-serif">Advanced oral and written communication skills to effectively represent self and BOKF</span></span></li> <li style="color:black"><span style="font-size:14.0px;color:black"><span style="font-family:Arial, Helvetica, sans-serif">Demonstrated ability to establish and build healthy working partnerships with clients, vendors and peer.</span></span></li> <li style="color:black"><span style="font-size:14.0px;color:black"><span style="font-family:Arial, Helvetica, sans-serif">Advanced conceptual thinking and analytical skills with the ability to provide resolution to problems of a moderate complexity</span></span></li> <li style="color:black"><span style="font-size:14.0px;color:black"><span style="font-family:Arial, Helvetica, sans-serif">Ability to effectively plan time, method, manner and sequence of own work assignments Demonstrated ability to establish and build healthy working partnerships with clients, vendors and peer.</span></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>