Treasury Client Svcs Professional II
BOK FinancialOklahoma City, Oklahoma, United States • Tulsa, Oklahoma, United States • Dallas, Texas, United States • Tempe, Arizona, United States • Fort Worth, Texas, United States • Denver, Colorado, United States
Posted October 30, 2025
45000 - 63000 USD year
Full Time
About the Company
BOK Financial Corporation is a $50 billion regional financial services company headquartered in Tulsa, Oklahoma. The company offers a wide range of services including personal and business banking, wealth management, mortgage origination, investment services, insurance, and trust management across eight states. BOK Financial is known for its commitment to providing comprehensive financial solutions while maintaining a strong focus on customer service and equal employment opportunities.
Job Description
BOK Financial Corporation is seeking a Treasury Client Services Professional II to provide technical and operational support to commercial banking customers. This role involves managing cash position, investigating and resolving customer issues, and identifying cross-sell opportunities. The team focuses on Treasury Management Products and Services, and is heavily involved in communications with various departments. The company is committed to a strong and inclusive work environment with opportunities for growth and development.
Requirements
- Analyze account receivable aging reports
- Resolve customer issues and inquiries
- Assist with new account openings and documentation requirements
- Develop and maintain Product Expert status
- Utilize Salesforce to track and resolve customer issues
Benefits
- Industry-leading benefits
- Comprehensive health benefits
- Strong and inclusive work environment