Transfund Client Solutions Analyst II

Transfund Client Solutions Analyst II

Req ID: 77769 Location: Tulsa -TUL Areas of Interest: Customer Service/Call Center; Accounting; Commercial Banking, TransFund Debit Card & Merchant Processing Pay Transparency Salary Range: Not Available Application Deadline: 06/29/2026 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial®.

Since 1975, TransFund has been delivering ATM, debit, and credit card processing solutions to financial institutions, emphasizing unmatched in-person expertise and hands-on service. Their goal is to provide maximum performance, service, and value. TransFund offers a range of services, including debit and credit card processing, merchant services, ATM services, fraud protection, card control, point-of-sale systems, and digital wallets, serving thousands of banks, credit unions, retailers, and merchants nationwide. Their success is marked by innovative products and superior service.

Job Description

The TransFund Client Solutions Analyst III is a subject matter expert providing advanced operational, technical, and accounting support to TransFund customers (460+ Financial Institutions). They troubleshoot technical issues with various resources, train and assist junior analysts, handle escalated calls, and maintain policy documentation.

Team Culture

We promote an environment where employees feel valued and inspired to make a meaningful difference. Our team prides itself on providing hands-on service that is unmatched by any others in the electric funds transfer industry. Our goal each day is to provide our clients with the maximum level of performance, service, and solutions that bring the highest possible value in our industry.

How You'll Spend Your Time

You will handle sensitive customer and vendor calls while resolving complex issues that require careful analysis and procedural decisions. You will coordinate the resolution of operational, technical, and accounting issues with clients, vendors, and internal teams. You will address customer concerns, remove redundancies, enhance efficiencies, and support greater utilization of new products and services. You will introduce automation solutions that streamline labor‑intensive processes and improve workflow performance. You will provide detailed expertise on TransFund products and services while maintaining ongoing education on key EFT industry topics. You will deliver primary ATM technical support, monitor daily fraud alerts, and coordinate vendor dispatch when needed. You will conduct training for financial institutions on multiple vendor applications and TransFund solutions.

Education & Experience Requirements

This level of knowledge is normally acquired through completion of Associate's Degree or higher in Banking and/or Accounting related field of study and/or 3-5 years in an EFT processing environment or equivalent combination of education and experience. Communication Skills: Clear and consistent communication is crucial for building trust and managing expectations. This includes both verbal and written communication. Active Listening: Understanding client needs and concerns by actively listening helps in providing tailored solutions Analytical Skills: Understanding financial reports, data analysis and research. Trouble shooting and Problem-Solving: Identifying potential problems and managing risks effectively. Identifying issues and developing effective solutions based on data analysis. This skill is essential for addressing client challenges and improving processes. The ability to offer compelling solutions to client challenges and proactively address issues. Industry Knowledge and Technical Proficiency: Advanced knowledge of ATM, debit and credit card network processing, bank operations policies and procedures, exception processing, payments/collections, ACH and other electronic network services and operations. Ability to familiarize and efficiently use multiple vendor applications and product software. Relationship Management: Building and maintaining strong relationships with clients to foster loyalty and long-term partnerships. Motivating Others: Encouraging and rewarding team members to achieve milestones and maintain high performance.

BOK Financial Corporation Group

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. Please contact View email address on click.appcast.io with any questions. Tulsa, OK, US, 74101

Top 3 Reasons To Apply

Investing in our talent and building a great workplace is a top priority for us.

• Empowered employees
• Award-winning culture
• Community commitment

BOK Financial Corporation Group adheres to state specific pay transparency requirements.

In order to be considered for a position with BOK Financial Corporation Group, you must complete the entire application process, which includes answering all prescreening questions and providing your eSignature on or before the application deadline.

Base salary range explanation: The base salary range represents an average range for this position. Actual offers to be determined based on the candidate's qualifications, skills, experience and education. See job details for salary range and bonus type. Benefits: BOK Financial Corporation Group offers industry-leading benefits addressing your complete physical, financial and emotional health. Click here to see our benefits.

For more than a century, BOK Financial Corporation has helped fuel the success of clients and communities. Since our humble beginnings in Tulsa, Oklahoma, we've grown into a diversified financial services company that serves consumers, small businesses and international corporations—and everything in between.

• Operations focused in an eight-state footprint
• 5,000 team members
• $49.7 billion in assets
• $114.6 billion in assets under management and administration
• $8 million donated to local nonprofits in 2024
• 59,000+ volunteer hours by our employees in 2024

Nearest Major Market: Tulsa Nearest Secondary Market: Oklahoma Job Segment: Bank, Banking, Relationship Manager, Call Center, Data Analyst, Finance, Customer Service, Data