Transfund Client Solutions Analyst II

BOK Financial • Tulsa, OK

1d • Onsite

About The Position

The TransFund Client Solutions Analyst II is primarily responsible for providing mid-level operational and technical support for TransFund customers (350+ Financial Institutions). This role involves troubleshooting technical problems by working with a variety of resources, including ATM vendors, Card vendors, Third Party Processors, ATM switch providers, TransFund Relationship Managers/Project Managers, other networks, and various contacts within customer organizations. Additionally, the role supplies training and assistance to entry-level TF Client Solutions Analyst I. The team culture emphasizes teamwork, interdependence, and a commitment to mutual success, fostering an environment for brainstorming, asking questions, and finding solutions through weekly one-on-one meetings and group learning. Collaboration, involvement, and commitment are key to achieving goals, with a strong emphasis on respecting and celebrating each other's accomplishments.

Requirements

• Thorough knowledge of TransFund products and various computer software and online applications including TransFund Connect and Fidelity System.
• Thorough knowledge of Electronic Funds Transfer (EFT) industry regulations/practices (VISA, MasterCard, Cirrus, Plus and applicable federal regulations).
• Thorough knowledge of basic accounting practices and principles to assist clients in reconciling ATM and Point of Sale transactions.
• Excellent ability to analyze data to facilitate troubleshooting and resolve problems for clients.
• Excellent interpersonal, verbal and written communication skills.
• Thorough knowledge of telephone customer service.
• Ability to handle multiple tasks simultaneously in competent and professional manner.

Responsibilities

• Conduct training to Financial Institutions for multiple applications, Fraud Monitoring and Fraud Prevention services (7 different services) and Electronic Equipment to include card printers and ATM machines.
• Coordinate resolutions to operational, technical and accounting problems with TransFund clients, Card vendors, Third Party Processors, ATM Switch providers, TransFund Relationship Managers/Project Managers and internal staff.
• Respond to ATM terminal problems and provide support for balancing and dispute issues.
• Be accountable for mitigating loss of business risk by being professional, courteous and accurate with all information provided.
• Be knowledgeable and able to provide detailed information regarding TransFund products and services to help generate sales.
• Participate in ongoing education specific to the EFT industry including, but not limited to, EMV, tokenization and Federal Regulations.
• Provide hands-on support for TF Client Representatives I to include systems, products and customer service support skills.
• Maintain integrity of quality control systems by identifying operational problems/trends with TransFund services and products and ensure follow up/resolution of reported problems communicating root cause of issue.
• Recognize, analyze and suggest solutions to recurring problems and report those issues to TF Client Services Representative III.

Benefits

• BOKF Performance Plan (D02)
• Excellent training and development to support building long term careers of employees.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level