Client Solutions Professional I

BOK Financial • Tulsa, OK

6d • Onsite

About The Position

If you are interested in a career as a Client Solutions Professional, you've come to the right place. Our commitment to you is a positive work environment, a deep connection to our communities, and a focus on putting our clients first. As an industry-leading provider of sophisticated financial solutions, we believe no challenge is too big, and no opportunity is too small, when we work together to build relationships.

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

• 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.
• Each day offers challenges as well as growth opportunities. You will continuously be learning. You will face unique challenges and problems with customers.
• By answering customer questions and providing education, you’ll get a broad view of banking.
• You will provide exceptional customer service at the forefront of your role as you support Consumer Banking, Private Wealth, Business Banking, Commercial Banking, Financial Crimes, Corporate Security, BOMC and Legal Processing.
• You will counsel delinquent customers and work to establish formal and informal repayment plans, settlements, and work out plans.
• Accuracy is crucial. Knowing your daily tasks and whom to ask for assistance are vital. Each Client Solutions Professional has set goals to achieve.
• Time Management is a critical for meeting deadlines and court ordered compliance dates and ensures the reputation of the bank. 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.

Benefits

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

What This Job Offers

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