Client Service Consultant

BOK Financial • Mesa, AZ

6d

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 or an equivalent 8-10 years combination of education and experience.
• Minimum 4-6 years of experience in banking.
• Previous knowledge of General Banking principals and regulations.
• Previous knowledge of Deposit account opening for commercial entities.
• Previous knowledge of Commercial entity documentation.
• Previous knowledge of 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

• Bachelor’s degree preferred.
• Previous experience with Commercial deposit accounts is preferred.

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.
• Create and maintain customer profiles and account records across banking platforms.
• Manage account records and coordinate debit card orders.

Benefits

• Discretionary Bonus

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree