BOK Financial · 1 month ago
Treasury Client Svcs Professional II
Tulsa, OK
Full-time
Onsite
Mid Level
3+ years expBOK Financial is a stable and financially strong organization that provides excellent training and development. The Treasury Client Services Professional II provides technical and operational support to Commercial Banking customers, ensuring regulatory compliance and resolving customer issues while maintaining strong relationships.
BankingCredit CardsFinancial Services
Responsibilities
You will review accounts receivable aging reports and settlement statements to manage commercial and corporate relationships
You will identify and verify legal and regulatory documentation requirements for new and existing accounts
You will collaborate with compliance and legal teams to resolve documentation issues and ensure regulatory adherence
You will troubleshoot operational and technical issues for DDA and Treasury Management products, serving as the primary customer contact
You will maintain quality control by monitoring operational trends and ensuring resolution through Salesforce Case Management
You will support product testing, technology updates, and customer training on commercial product usage
You will build and strengthen customer relationships through proactive communication, consultative referrals, and fraud prevention efforts
Qualification
Required
Bachelor's Degree
3 to 4 years' experience in a bank operations or customer service position
7 to 8 years' equivalent experience in a bank operations or customer service function
Company
BOK Financial
BOK Financial offers financial services to consumers and businesses.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Carrie Clasen Porter
Chief Operating Officer, Wealth Management
Chris Butta
Senior Vice President , Director-Petroleum Engineering
Recent News
2026-01-16
The Journal Record
2025-12-29
The Journal Record
2025-12-25
Company data provided by crunchbase