Client Service Consultant

Client Service Consultant

BOK Financial provides a comprehensive suite of financial and investment solutions for businesses, organizations, municipalities, and nonprofits. For over 100 years, we have been dedicated to helping our clients manage operations, mitigate risk, and seize growth opportunities when the time is right. Come help us shape the future of commercial banking! Job Description Client Service Consultant (CSC) position serves in a client-facing role, to assist new and existing clients in establishing or maintaining deposit accounts, across the BOKF footprint. The CSC is responsible for compliance with State and Federal regulations, internal policies and procedures and Service Level Agreements. Team Culture Our team thrives on a culture of integrity, collaboration, and innovation. We believe in building and nurturing strong client relationships, ensuring every interaction is meaningful and tailored to our clients' unique needs. Here, you'll find a place where your contributions make a real impact, and your professional journey is supported every step of the way. Leadership prioritizes development and connection, creating an environment where employees can build lasting careers while contributing meaningful work. How You'll Spend Your Time You will serve as the first point of contact for account opening and maintenance requests. You will collect and validate documentation to support regulatory compliance requirements. You will track client interactions and service activities using internal systems. You will prepare account-opening documents and assist with digital banking enrollment. You will create and maintain customer profiles and account records across banking platforms. You will manage account records and coordinate check and debit card order fulfillment. Education & Experience Requirements This level of knowledge is normally acquired through completion of an Associate's Degree in a Business related field (Bachelor's preferred) and minimum 4-6 years of experience in banking, or an equivalent 8-10 years combination of education and experience. Previous experience with Commercial deposit accounts is preferred. Previous knowledge of: General Banking principals and regulations Deposit account opening for commercial entities Commercial entity documentation CDD/Beneficial Ownership Rules Exceptional Excel and Word experience Exceptional oral and written communication skills to effectively represent self and BOKF Exceptional conceptual thinking and analytical skills with the ability to analyze complex problems and provide solutions Strong ability to effectively plan time, method, manner and sequence of assigned work assignments BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees. With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career! Apply today and take the first step towards your next career opportunity! 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.