BOK Financial
Treasury Client Services Professional III
BOK Financial, Oklahoma City, Oklahoma, United States, 73116
Treasury Client Services Professional III
Join to apply for the
Treasury Client Services Professional III
role at
BOK Financial .
Req ID:
77385 Location:
Oklahoma City - OKC, Tulsa - TUL Areas of Interest:
Treasury Services; Customer Service/Call Center Pay Transparency Salary Range:
Not Available Application Deadline:
01/02/2026
Summary:
As the treasury management team, we engage directly with clients, providing market insights and best practices on areas such as treasury optimization, reducing fraud risk, working capital benchmarking, and industry‑leading trends. We define strategic goals and develop holistic strategies, using a proactive approach to deliver cutting‑edge solutions that meet our clients’ evolving needs.
Job Description:
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.
Team Culture:
At BOKF, our treasury services culture thrives on integrity, collaboration, and innovation. We create an environment where team members are empowered to share their perspectives and drive success. Our dedication to continuous learning keeps us at the forefront of industry trends, enabling us to deliver exceptional solutions for our clients.
How You'll Spend Your Time
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 product and system knowledge.
Education & Experience Requirements Typically completed through an Associate’s Degree in a Business related field (Bachelor’s preferred) and 4 years’ experience in banking and treasury client servicing or an equivalent combination of education and experience.
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 peers.
Advanced conceptual thinking and analytical skills with the ability to provide resolution to problems of moderate complexity.
Ability to effectively plan time, method, manner and sequence of own work assignments.
BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long‑term careers of employees. With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career!
Apply today and take the first step towards your next career opportunity!
We are an equal opportunity employer. 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.
Please contact recruiting_coordinators@bokf.com with any questions.
#J-18808-Ljbffr
Treasury Client Services Professional III
role at
BOK Financial .
Req ID:
77385 Location:
Oklahoma City - OKC, Tulsa - TUL Areas of Interest:
Treasury Services; Customer Service/Call Center Pay Transparency Salary Range:
Not Available Application Deadline:
01/02/2026
Summary:
As the treasury management team, we engage directly with clients, providing market insights and best practices on areas such as treasury optimization, reducing fraud risk, working capital benchmarking, and industry‑leading trends. We define strategic goals and develop holistic strategies, using a proactive approach to deliver cutting‑edge solutions that meet our clients’ evolving needs.
Job Description:
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.
Team Culture:
At BOKF, our treasury services culture thrives on integrity, collaboration, and innovation. We create an environment where team members are empowered to share their perspectives and drive success. Our dedication to continuous learning keeps us at the forefront of industry trends, enabling us to deliver exceptional solutions for our clients.
How You'll Spend Your Time
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 product and system knowledge.
Education & Experience Requirements Typically completed through an Associate’s Degree in a Business related field (Bachelor’s preferred) and 4 years’ experience in banking and treasury client servicing or an equivalent combination of education and experience.
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 peers.
Advanced conceptual thinking and analytical skills with the ability to provide resolution to problems of moderate complexity.
Ability to effectively plan time, method, manner and sequence of own work assignments.
BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long‑term careers of employees. With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career!
Apply today and take the first step towards your next career opportunity!
We are an equal opportunity employer. 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.
Please contact recruiting_coordinators@bokf.com with any questions.
#J-18808-Ljbffr