Treasury Client Svcs Professional II

Req ID: 78264 Location: Oklahoma City -OKC, Tulsa -TUL Summary 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. Job Description The Treasury Client Services Professional II provides technical and operational support to a portfolio of Commercial Banking customers (including high priority) for all DDA and Treasury Management Products and Services. Treasury products assist customers in setting their daily cash position and related investment options. Responsibilities include obtaining all Legal and BSA/AML CIP information required for new account opening; analyzing documentation for accuracy and appropriateness for fulfilling regulatory and legal requirements; resolving daily customer issues/concerns, often engaging various departments in Treasury Services, Operations, Information Technology, and Relationship Managers; communicating with third‑party vendors to identify and resolve customer issues; and inputting and tracking all customer‑initiated operating and system problems via Salesforce. Additionally, the role identifies and refers cross‑sell opportunities and must develop and maintain Product Expert status in at least one product. How You'll Spend Your Time You will manage a portfolio of commercial and corporate clients by reviewing receivables, settlement activity, and account needs. You will review account documentation and partner with Compliance and Legal to address regulatory requirements and exceptions. You will troubleshoot and resolve DDA (IMPACS) and Treasury Management system or product issues alongside Operations, IT, and vendors. You will serve as the primary customer contact, providing timely responses, clear updates, and effective issue resolution. You will build strong customer relationships through proactive outreach, consultative support, fraud awareness, and product training. You will track issues and trends in Salesforce, support product testing, communicate system updates, and identify cross‑sell opportunities with RM partners. 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 online 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 Please contact View email address on click.appcast.io with any questions. 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. #J-18808-Ljbffr BOK Financial