Treasury Client Services Prof III

BOK Financial•Oklahoma City, OK

2d•Onsite

About The Position

The Treasury Client Services Professional III serves as the primary point of contact for a designated portfolio of clients providing technical and operational support on DDA and Treasury Management Products and Services. The TCSP III works independently to assist customers set their daily cash position and related investment options and resolve daily customer issues/concerns. Portfolio level varies from moderately complex to complex and incumbents work independently with moderate guidance from Supervisor seeking assistance on most complex client communications and approvals.

Requirements

Advanced understanding of: Banking regulations
Deposit products/services
Treasury products/service
Advanced Excel and Word experience
Advanced oral and written communication skills to effectively represent self and BOKF
Demonstrated ability to establish and build healthy working partnerships with clients, vendors and peer.
Advanced conceptual thinking and analytical skills with the ability to provide resolution to problems of a moderate complexity
Ability to effectively plan time, method, manner and sequence of own work assignments
Demonstrated ability to establish and build healthy working partnerships with clients, vendors and peer.

Nice To Haves

Bachelor’s preferred

Responsibilities

Independently manage complex Treasury client accounts, ensuring accurate setup and functionality.
Review and verify legal and regulatory documentation for new and existing account openings.
Collaborate with Compliance and Legal teams to resolve documentation issues.
Troubleshoot and resolve technical issues, updating clients promptly per the Sundown Rule.
Coordinate with internal teams and vendors to resolve problems and improve processes.
Build strong client relationships through proactive outreach, fraud prevention, and training.
Mentor junior team members and continuously expand your product and system knowledge.