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); troubleshoot technical problems working with a variety of resources, including ATM vendors, Card vendor, Third Party Processors, ATM switch provider, TransFund Relationship Managers/Project Managers, other networks and various contacts within the customer organizations; supplies training and assistance to entry level TF Client Solutions Analyst I.

All work is completed as a team, and each function is interdependent on the others. We are a close-knit, diverse group that works toward a common goal and is committed to each other’s success. We build relationships with subject matter experts across the organization to gain a greater appreciation for their role and the service they provide to our communities. We’ve created a space for us to brainstorm, ask questions, and find solutions during our weekly one on one meetings. Group learning and idea sharing are encouraged for positive change, regardless of one’s role or level. We achieve more together by being involved, committed, and collaborative. We respect, honor and praise one another for a job well done. We celebrate each other's wins, big and small.

Requirements

• Completion of a Bachelor’s Degree and 4+ years of EFT operations experience or 8+ years equivalent experience in bank operations or customer service.
• 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; and 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

• Excellent training and development to support building long term careers of employees.

What This Job Offers

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