Customer Service Officers

Client Service Consultant

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.

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. 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. You will create and maintain customer profiles and account records across banking platforms. You will manage account records and coordinate debit card orders.

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! 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.