BOK Financial
Overview
Join to apply for the
Client Service Consultant
role at
BOK Financial . Location: Tempe - TEMP, Tulsa - TUL Application Deadline: 11/02/2025 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®. Summary: BOK Financial provides a comprehensive suite of financial and investment solutions for businesses, organizations, municipalities, and nonprofits. For over 100 years, we have been dedicated to helping our clients manage operations, mitigate risk, and seize growth opportunities when the time is right. Come help us shape the future of commercial banking!
Job Description
Client Service Consultant (CSC)
position serves in a client-facing role, to assist new and existing clients in establishing or maintaining deposit accounts, across the BOKF footprint. The CSC is responsible for compliance with State and Federal regulations, internal policies and procedures and Service Level Agreements.
Responsibilities
You will serve as the first point of contact for client and internal requests to open or amend Demand Deposit and Certificate of Deposit accounts.
You will collect and validate documentation to ensure compliance with regulatory standards such as BSA, AML, CIP, and FACTA.
You will track and document client interactions using Salesforce Console and Finesse software.
You will prepare and distribute client-facing documents for account openings and manage check/debit card orders and Digital Banking enrollment.
You will create and maintain customer profiles in TPSS, integrate with the IMPACS system, and coordinate with Deluxe for account materials.
Education & Experience
This level of knowledge is normally acquired through completion of an Associate’s Degree in a Business related field (Bachelor’s preferred) and minimum 4-6 years of experience in banking, or an equivalent 8-10 years combination of education and experience. Previous experience with Commercial deposit accounts is preferred.
Previous knowledge of: General Banking principles and regulations; Deposit account opening for commercial entities; Commercial entity documentation
CDD/Beneficial Ownership Rules
Exceptional Excel and Word experience
Exceptional oral and written communication skills to effectively represent self and BOKF
Exceptional conceptual thinking and analytical skills with the ability to analyze complex problems and provide solutions
Strong time management and organizational skills
Working Conditions & Physical Requirements
Office - 20 lbs
Equal Opportunity
The companies in BOK Financial Corporation Group are equal opportunity employers. We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, pregnancy status, sexual orientation, genetic information or veteran status.
Application
Please contact recruiting_coordinators@bokf.com with any questions.
#J-18808-Ljbffr
Join to apply for the
Client Service Consultant
role at
BOK Financial . Location: Tempe - TEMP, Tulsa - TUL Application Deadline: 11/02/2025 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®. Summary: BOK Financial provides a comprehensive suite of financial and investment solutions for businesses, organizations, municipalities, and nonprofits. For over 100 years, we have been dedicated to helping our clients manage operations, mitigate risk, and seize growth opportunities when the time is right. Come help us shape the future of commercial banking!
Job Description
Client Service Consultant (CSC)
position serves in a client-facing role, to assist new and existing clients in establishing or maintaining deposit accounts, across the BOKF footprint. The CSC is responsible for compliance with State and Federal regulations, internal policies and procedures and Service Level Agreements.
Responsibilities
You will serve as the first point of contact for client and internal requests to open or amend Demand Deposit and Certificate of Deposit accounts.
You will collect and validate documentation to ensure compliance with regulatory standards such as BSA, AML, CIP, and FACTA.
You will track and document client interactions using Salesforce Console and Finesse software.
You will prepare and distribute client-facing documents for account openings and manage check/debit card orders and Digital Banking enrollment.
You will create and maintain customer profiles in TPSS, integrate with the IMPACS system, and coordinate with Deluxe for account materials.
Education & Experience
This level of knowledge is normally acquired through completion of an Associate’s Degree in a Business related field (Bachelor’s preferred) and minimum 4-6 years of experience in banking, or an equivalent 8-10 years combination of education and experience. Previous experience with Commercial deposit accounts is preferred.
Previous knowledge of: General Banking principles and regulations; Deposit account opening for commercial entities; Commercial entity documentation
CDD/Beneficial Ownership Rules
Exceptional Excel and Word experience
Exceptional oral and written communication skills to effectively represent self and BOKF
Exceptional conceptual thinking and analytical skills with the ability to analyze complex problems and provide solutions
Strong time management and organizational skills
Working Conditions & Physical Requirements
Office - 20 lbs
Equal Opportunity
The companies in BOK Financial Corporation Group are equal opportunity employers. We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, pregnancy status, sexual orientation, genetic information or veteran status.
Application
Please contact recruiting_coordinators@bokf.com with any questions.
#J-18808-Ljbffr