Treasury Client Svcs Professional II

BOK Financial • Tulsa, OK

8d

About The Position

The Treasury Client Services Professional II provides technical and operational support to a portfolio of Commercial Banking customers (including high priority) for all DDA and Treasury Management Products and Services. Treasury products assist customers in setting their daily cash position and related investment options. Responsible for obtaining all Legal and BSA/AML CIP information required for new account opening; analyze documentation for accuracy and appropriateness for fulfilling regulatory and legal requirements; resolves daily customer issues/concerns sometimes engaging various departments in Treasury Services, Operations, Information Technology, and/or Relationship Managers; some products require communications with third party vendors to identify and resolve customer issue; inputs and tracks all customer initiated operating and system problems via Salesforce. Identifies and refers cross sell opportunities. Must develop and maintain Product Expert status in at least one product.

Requirements

• Bachelor’s Degree and 3 to 4 years’ experience in a bank operations or customer service position or 7 to 8 years’ equivalent experience in a bank operations or customer service function.
• Excellent interpersonal, verbal, and written communication skills
• Excellent knowledge of product delivery systems and on-line computer systems
• Excellent knowledge of Bank operations
• Excellent knowledge of customer service etiquette
• Excellent knowledge of banking and Treasury Management products
• Good PC and software application skills (Microsoft Office, Excel; Word)
• Thorough understanding of a multitude of software products and the ability to understand new applications with a minimum of prior exposure to the product
• Excellent ability to handle multiple requests in a competent and professional manner

Responsibilities

• Manage a portfolio of commercial and corporate clients by reviewing receivables, settlement activity, and account needs.
• Review account documentation and partner with Compliance and Legal to address regulatory requirements and exceptions.
• Troubleshoot and resolve DDA (IMPACS) and Treasury Management system or product issues alongside Operations, IT, and vendors.
• Serve as the primary customer contact, providing timely responses, clear updates, and effective issue resolution.
• Build strong customer relationships through proactive outreach, consultative support, fraud awareness, and product training.
• Track issues and trends in Salesforce, support product testing, communicate system updates, and identify cross‑sell opportunities with RM partners.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level