Client Solutions Professional I

BOK Financial • Tulsa, OK

4d • Onsite

About The Position

Responsible for receiving, researching and responding to all legal orders for the BOKF, N.A. footprint including but not limited to Subpoenas, Summons, Garnishments, Levies and other legal requests/services. This position may at times be responsible for initiating collection activities on mid-stage to late delinquency accounts or those in escalated legal status. The team culture emphasizes living company values, acting with honor and transparency, and building trust. They are a high-spirited team that enjoys having fun, and positive customer feedback is recognized and rewarded. Team members have autonomy to make decisions and complete requests without micromanagement, with a focus on individual performance responsibility. Management regularly shares performance and quality control feedback. Each day presents challenges and growth opportunities, with continuous learning and unique customer problems to solve. By answering customer questions and providing education, you will gain a broad view of banking. The role involves providing exceptional customer service to Consumer Banking, Private Wealth, Business Banking, Commercial Banking, Financial Crimes, Corporate Security, BOMC, and Legal Processing. You will counsel delinquent customers, working to establish formal and informal repayment plans, settlements, and work-out plans. Accuracy is crucial, and knowing daily tasks and who to ask for assistance are vital. Each Client Solutions Professional has set goals to achieve. Time management is critical for meeting deadlines and court-ordered compliance dates, ensuring the bank's reputation. You will prioritize requests from various sources and platforms for financial relationship data, bank-generated documents, calculate balances/financial data, and escalate concerns to leadership.

Requirements

• Completion of an Associate’s Degree and 1-2 years of collections, branch banking, or customer service experience or equivalent combination of education and experience.

Responsibilities

• Receiving, researching and responding to all legal orders for the BOKF, N.A. footprint including but not limited to Subpoenas, Summons, Garnishments, Levies and other legal requests/services.
• Initiating collection activities on mid-stage to late delinquency accounts or those in escalated legal status.
• Answering customer questions and providing education.
• Counseling delinquent customers and working to establish formal and informal repayment plans, settlements, and work out plans.
• Prioritizing requests from various sources and platforms for financial relationship data, bank generated documents, calculate balances/financial data and escalate concerns to leadership.

What This Job Offers

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