Client Service Consultant

BOK Financial•Mesa, AZ

6d•Onsite

About The Position

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! The 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.

Requirements

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.
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

Nice To Haves

Previous experience with Commercial deposit accounts

Responsibilities

Serve as the first point of contact for account opening and maintenance requests.
Collect and validate documentation to support regulatory compliance requirements.
Track client interactions and service activities using internal systems.
Prepare account-opening documents and assist with digital banking enrollment.
Create and maintain customer profiles and account records across banking platforms.
Manage account records and coordinate check and debit card order fulfillment.