TransFund Senior Relationship Manager jobs in United States
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BOK Financial · 1 day ago

TransFund Senior Relationship Manager

BOK Financial Corporation is a stable and financially strong organization that values building meaningful relationships. They are seeking a Senior Relationship Manager for TransFund, responsible for directing service to significant clients, providing ongoing support, and participating in product development and network enhancements.

BankingCredit CardsFinancial Services

Responsibilities

Directing and providing service to TransFund’s most significant and technically complex clients
Ongoing support
Consultation
Cross-selling new products
Contract renewal
Produces network improvements through product development
System enhancements
Training materials and customer documentation
Provides training for lesser-experienced Relationship Managers
Define your own call/work plan for the year
Travel about 50% of the time
Act as the senior escalation contact for client service issues
Participate in the development of new products and network enhancements to provide additional revenue opportunities

Qualification

EFT Industry KnowledgeRelationship ManagementBank Products KnowledgePCSoftware SkillsCommunication SkillsOrganizational SkillsInterpersonal Skills

Required

Bachelor's degree in Business or Finance
7+ years' experience in the EFT industry
5+ years' experience in sales and relationship management involving financial institutions, data processors, ATMs and a card base commercial lending environment
Extensive knowledge of the EFT Industry, especially related to processing
Extensive knowledge of relationship management methodology
Advanced knowledge of Bank products, operations/product delivery system, banking applications
Excellent verbal and written communication skills
Excellent PC and software package skills and on-line system experience
Excellent organizational skills
Excellent interpersonal skills in order to lead, motivate, and promote team building

Benefits

Formula Based

Company

BOK Financial

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BOK Financial offers financial services to consumers and businesses.

Funding

Current Stage
Late Stage

Leadership Team

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Carrie Clasen Porter
Chief Operating Officer, Wealth Management
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Chris Butta
Senior Vice President , Director-Petroleum Engineering
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Company data provided by crunchbase