Treasury Client Services Specialist — Complex Accounts & Fraud Prevention
BOK Financial Corporation
A leading financial services company in Tulsa, Oklahoma, seeks a Treasury Management professional to manage client accounts. Responsibilities include ensuring accurate account setup, reviewing legal documentation, and resolving technical issues. The ideal candidate will hold an Associate's Degree in Business, possess 4 years of relevant banking and treasury experience, and demonstrate strong relationship-building skills. This role also includes mentoring junior team members and proactive communication with clients. #J-18808-Ljbffr BOK Financial Corporation
- Summary As the treasury management team,... ...engage directly with clients, providing... ...optimization, reducing fraud risk, working... ...manage complex Treasury client accounts, ensuring accurate... ...outreach, fraud prevention, and training.... ...treasury client servicing or an equivalent...AccountsFraud
- ...Treasury Client Svcs Professional II - Corporate Card As the treasury... ...treasury optimization, reducing fraud risk, working capital... ...Description The Treasury Client Services Professional II - Corporate... ...Card Sales, Corporate Card Account Managers, Relationship...AccountsFraudWork at office
- Treasury Management Officer IV Location: Tulsa, OK Application... ...engage directly with clients, providing market... ..., reducing fraud risk, working capital... ...commercial depository services and treasury management... ...assist team members with complex account relationships, and guide...AccountsFraud
- ...working in the compliance and fraud unit and held management... .... ROLE DESCRIPTION: As Account Manager - State Farm Agent Team... ...marketing relevant products and services. Grow your career as you... ...Oversee the resolution of complex customer issues. Use your...AccountsFraudWork at officeFlexible hours
- ...Customer Service Representative RCB Bank has been a responsible employer since... ..., maintaining, and servicing deposit accounts; responding to customer inquiries; and... ...to serve as a key line of defense and fraud detection and prevention at the new accounts desk. Someone who...AccountsFraudWork at officeFlexible hours
- ...platform while assisting with account maintenance, reconciliation... ...resolutions. Customer Support Specialists help identify issues that may... ...updates Support customers with fraud, risk-related, and high-... ...skills Enjoys working with clients and sales reps over the phone...AccountsFraudApprenticeshipWork at officeLocal areaWork from home
- ...delivering software, services, and solutions to global... ...of the world's most complex technology estates.DXC... ...quality service outcomes. Accountable for operational... ...KPIs, quality standards, client expectations, and operational... ....Recruitment fraud is a scheme in which fictitious...AccountsFraudMinimum wageFull time
$16.75 - $18 per hour
...Wire Operations & Member Services Specialist Industry: Banking / Financial... ...About The Company: Our client is a well-established... ...banking services, maintaining account records, completing operational... ...transaction verification, fraud prevention measures, and required...AccountsFraudContract workWork at officeLocal areaMonday to Friday- BOK Financial is seeking a Treasury Client Services Professional III in Tulsa, OK. This role involves managing complex Treasury client accounts and providing operational support on DDA and Treasury Management Products. Candidates should possess an Associate's Degree with...Accounts
- ...Service Manager Location: Tulsa, OK, US, 74137 Work Arrangement:... ...procedures, initiate action to prevent problems, document quality problems... ...programs; health savings account, health care and dependent care... ...to internet job posting fraud, where parties posing as Dover...AccountsFraudTemporary workWork experience placementFlexible hours
- ...accurate and timely web-based billing and account reconciliation. Proactively resolve... ...School Diploma or equivalent. A "client service" orientation that views collections as... ...communication skills; ability to express complex ideas clearly and concisely. Core Competencies...AccountsFor contractors
- Stifel Financial Corp. seeks a Client Services Associate based in Tulsa, Oklahoma. In this role, you will assist Financial Advisors with opening and maintaining client accounts while performing various administrative duties and ensuring exemplary customer service. Candidates...Accounts
- ...problems. Deliver exceptional service from anywhere in the bank.... ...universal banking functions, account servicing, and operational expertise... ...standards Recognize fraud risks, phishing attempts, scams... ...and suspicious activity Help prevent fraud and minimize bank losses...AccountsFraudTemporary workBank staffFlexible hours
- ...State Farm working in the compliance and fraud unit and held management roles, which gave... ...fit for you. ROLE DESCRIPTION: As Account Associate - State Farm Agent Team Member... ...proactively marketing relevant products and services. Grow your career as you better your...AccountsFraudWork at officeFlexible hours
$77.24k - $130.49k
...technical partner to sales teams and customer accounts, applying moderate to advanced technical expertise to support more complex applications and drive sales growth.... ...number, and requested accommodation.RECRUITING FRAUD ALERTAt Greenheck Group, your personal information...AccountsFraudFull timeWork experience placementWork at officeWorldwide- ...PositionConsistently deliver legendary service by promptly and... ...discrepancies with customer accounts. Demonstrate sound risk management... ...knowledge of guidelines for fraud prevention and robbery. Actively... ...group situations to customers, clients, and other employees of the...AccountsFraudWork at officeRemote work
- GDH in Tulsa, OK is seeking a Fraud Prevention and Detection Team Lead to oversee the organization’s efforts in identifying, preventing, and mitigating fraudulent activities. This leadership position requires operational expertise in fraud detection techniques, data analysis...Fraud
- ...available with a Tulsa insurance agency as Employee Benefits Client Service Specialist . The agency seeks someone with a passion for client... ...knowledgeable with group health insurance products to manage accounts and address daily service needs including policy and...AccountsLong term contractPermanent employmentContract workTemporary workImmediate startFlexible hours
- The Home Depot is seeking an Asset Protection Specialist in Tulsa, Oklahoma. This position is primarily responsible for preventing financial loss caused by theft and fraud, while ensuring safety and environmental compliance in the assigned store or multiple stores. The...Fraud
- ...In your role as Payment Services Specialist , you will be part of a team... ...multiple departments, including Accounting, Finance, and Payment... ...perform quality assurance to prevent identity theft, and update bill... ...Payment Processing Specialist, Fraud and Disputes Specialist, ACH...AccountsFraudRemote work
$95.16k - $130.49k
...costs, quality, and customer service through the conception, development... ...and implement moderate complexity training initiatives to support... ...accommodation.RECRUITING FRAUD ALERTAt Greenheck Group, your... ...request payments, financial account details, or sensitive information...AccountsFraudFull timeWork experience placementWork at officeWorldwide- ...Job Title: Loss Prevention Associate Department: Loss Prevention Reports To:... ...investigates and reports acts of breached access, fraud, risk, threats and theft within established customer service guidelines and security protocols. Essential...Fraud
- ...Deposit Operations Specialist Join Blue Sky Bank... ...transactions, supporting fraud prevention efforts, and ensuring... ...a Health Savings Account (HSA), Flexible Spending... ...statements, bill pay services, new form submissions... ...closely with the Treasury Management team to support...AccountsFraudTemporary workWork at officeFlexible hours
- Our client is a leading global expert in the provision of specialist technical services and operates in several jurisdictions around the... ...The Role The Junior Plant Accountant will gain hands-on exposure... ...financial risks and prevent fraud Implement accounting policy...AccountsFraudWork experience placement
- ...Description: ~ Position Summary: The Tax & Treasury Analyst supports the daily tax, treasury, and accounting activities for Marco Industries Inc. (USA) and... ...payments. Research basic tax questions and refer complex matters to management or external advisors....AccountsFull timeWork at officeMonday to Friday
- ...where you're needed. Deliver exceptional service. As a Teller II Floater, you will... ...performing teller transactions, consumer account maintenance, and operational functions... ...Verify customer identity and follow fraud prevention and security procedures Perform maintenance...AccountsFraudTemporary workBank staffFlexible hours
- ...cloud, analytics, security, business process services, and insurance, we help our customers improve performance, reduce complexity, and deliver better experiences. Job... ...accommodations due to a disability. Recruitment fraud is a scheme in which fictitious job opportunities...FraudMinimum wageContract workMonday to FridayShift work
- ...strategic relationships across a complex value chain.As a key... ...engage directly with specifiers, service centers, coil coaters, and end... ...target, and secure new customer accounts across the coil coatings... ...oversight and review.**Recruitment Fraud Alert**: We take candidate...AccountsFraudLocal areaImmediate startRemote work
$150k - $160k
EFI Global is a full-service engineering, fire investigation, environmental... ...in handling insurance fraud and arson cases and providing... ...collective insights empower clients to make better-informed... ...partners closely with Strategic Accounts, Operations, and Marketing to...AccountsFraudWork at officeLocal areaFlexible hours- ...Specialties division. Reporting to the Team Lead Customer Service, the Customer Service Representative is accountable for order management and customer service... ...fundamental skills and eventually develop the more complex expertise required to offer a superior customer experience...AccountsWork at office
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