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Treasury Client Svcs Professional II at BOK Financial in Scottsdale, Arizona

Posted in Banking 30+ days ago.





Job Description:

Req ID:61201

Job Location:ScottsdaleScottsdaleAZ

Areas of Interest:Treasury Services

BOK Financial (BOKF), Headquartered in Tulsa, Oklahoma, BOK Financial Corporation (NASDAQ: BOKF) is a top 25 U.S.-based financial services holding company with operations in ten states - Oklahoma, Texas, Arkansas, Arizona, Colorado, Kansas/Missouri, New Mexico, Nebraska and Wisconsin. The company began more than 100 years ago in Tulsa and has successfully diversified into a variety of industries, businesses and geographies. .

Base Salary Range

$43,000 - $60,308

Bonus Type

Formula Based

Summary

If you are interested in a career in Treasury Services with an industry-leading provider of sophisticated financial solutions, you've come to the right place. Our commitment to you is a positive work environment, a deep connection to our communities, and a focus on putting our clients first. We believe no challenge is too big, and no opportunity is too small when we work together to build relationships.

About the Role

Your primary responsibility is to win on service to ensure client retention by partnering with the Treasury Management Office to manage a book of clients, each with complex needs in a highly competitive space.

You will be on a first-name basis with our commercial clients and work hand-in-hand to address their deposit and cash management needs. No two days will be the same as you solve for simple requests, complex issues, and everything in between.

You will provide value by being apprised of and anticipating the clients' needs and delivering concierge-style customer service. Your satisfaction will come from the positive outcomes that you provide as a result of your skillful problem solving and collaborative spirit across various lines of business.

What You Can Expect

Our clients expect things yesterday, which requires you to be on top of everything they need and anticipate what comes next. You will live the "Sundown Rule" of responding to and updating customers on the same day. 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.

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.

Your curiosity will drive you to think deeply, rationally, and creatively. Your tech-savviness will help you learn and navigate multiple systems. You will maintain the integrity of quality control systems by identifying operational problems/trends with commercial services and products.

Team Culture

Our teams are decentralized. We stay in communication with one another to ensure we deliver a consistent message. We learn from one another and draw on each other's level of experience, no matter what location. We operate as "One Team" and use the 7 Habits of a Highly Effective Team as a guide. Our team is fun, engaging, and inspiring.We take the initiative, focus on the final goal, set priorities, create win-wins, and seek to understand, synergize, and maintain a work-life balance. You will build relationships and get to know your coworkers in operations and technology, and sales, working across multiple lines of business. Our teams work with product managers, analysts, operations, sales, vendors, and the product support team. You are the voice of the client.

How You'll Spend Your Time


  • You will manage a portfolio of general and high-priority commercial and corporate relationships, identify document requirements, both legal (ownership and signatory authority) and regulatory (BSA/AML CIP requirements) for new account opening for both new and existing relationships.

  • You will be the point person for all system problems. You will instruct users on how to perform technical tasks and use your judgment to initiate the correct actions.

  • You will identify cross-sale opportunities with existing customers needing additional cash management/deposit products and increase customer awareness of alternative products offered by Treasury Services, which would benefit their organization.

We'd Like to Talk to You

COMMUNICATION: You will need exceptional verbal and written communication to express yourself clearly and concisely to internal and external clients.

PROBLEM SOLVER: You will need to use skillful questioning to draw out information and make informed decisions to resolve issues.

INITIATIVE: You will need to identify what to do before being asked to do it and look at what's next to anticipate customer needs.

TECHNICAL EXPERTISE: You will use your solid knowledge of product delivery systems, online computer systems, and MS Office to navigate multiple systems.

ORGANIZATION: You will need to be efficient to handle multiple requests and prioritize your work.

TREASURY MANAGEMENT: You will use your knowledge and experience with banking and finance, cash management, bank operations, and products and services to deliver concierge-style service to clients.

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

BOK Financial is a stable and financially strong organization that provides excellent training and development to support building the long term careers of our employees. With passion, skill and partnership you can make an impact on the success of the bank, our customers and your own career!

Apply today and take the first step towards your next career opportunity!

BOK Financial is an equal opportunity employer. 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, sexual orientation, genetic information or veteran status.

Please contact recruiting_coordinators@bokf.com with any questions.