Supervisor, Treasury Client Services
About The Position
BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial®. Bonus TypeBOKF Performance Plan (D02) SummaryIf you are interested in a career in Treasury Services with an industry-leading provider of sophisticated financial solutions, 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. We believe no challenge is too big and no opportunity is too small when we work together to build relationships.
Requirements
- Associate’s Degree in a Business related field (Bachelor’s preferred)
- Minimum 6 years’ experience in banking and treasury client servicing or an equivalent combination of education and experience.
- Previous supervisory experience preferably in treasury client servicing.
Responsibilities
- Oversee all Treasury Client Service Professional responsibilities, ensuring coverage of all reports and client service duties.
- Review requests for the approval of funds movement (i.e. Wires, Transfers, Regis) for TCSP’s.
- Oversee TCSP established metrics for TCSP goals.
- Review and enforce adherence to process and procedures.
- Collaborate with Supervisors across footprint for documented process improvement and best practices.
- Collaborate with Supervisors across footprint for backup, assistance, guidance.
- Meet with Treasury Management Officers on a consistent basis to ensure expectations and goals for TCSPs are understood and appropriately completed/met.
- Provide performance summaries to management team.
- Coach, document, and manage performance issues.
- Mentor TCSP IIIs on leadership opportunities.
- Proactively interact with clients, managers, and internal partners regarding problem resolution and/or account maintenance issues.
- Intervene as point of escalation for TCSP support and provide assistance to internal business partners as necessary.
- Review and approve client requests for internal account transfers ranging from $1000.00 to $25,000,000.00.
- Handle HIPAA violations and reporting.
Benefits
- Excellent training and development to support building long term careers of employees.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
