Treasury Client Services Professional III - Corporate Card

BOK Financial • Fort Worth, TX

95d

About The Position

If 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. The Treasury Client Services Professional III role operates in a hybrid capacity, with a primary emphasis on supporting the corporate card program. Additionally, this role includes responsibilities on the relationship-managed side of core treasury services, ensuring seamless coordination and support across both areas. 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

• Completion of an Associate's Degree in a Business related field (Bachelor's preferred).
• 4 years' experience in banking and treasury client servicing or an equivalent combination of education and experience.

Responsibilities

• Ensure client satisfaction by delivering best-in-class service through effective communication and timely resolution of customer inquiries and requests.
• Work with Operations, Corporate Card partners in troubleshooting problems/streamlining operating procedures.
• Continuously improve knowledge of required systems supporting corporate card clients.
• Escalate operational problems with Corporate Card and RPA process.
• Instruct users on how to perform technical tasks and use judgment to initiate correct actions.

Benefits

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

What This Job Offers

• Industry: Credit Intermediation and Related Activities
• Education Level: Associate degree