Treasury Client Svcs Professional II

Company Name: Bank of Oklahoma

Location: Oklahoma City, OK, US - 73102

Job Duration: 2024-12-13 to 2025-01-12

Overview

Req ID: 75435 

Location: Oklahoma City -OKC, Tulsa -TUL, Dallas -DAL, Fort Worth -FTWT 

Areas of Interest: Treasury Services, Commercial Card; Commercial Banking; Treasury Services 

Pay Transparency Salary Range: Not Available 

Application Deadline: 12/20/2024

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®.

Bonus Type

Discretionary

Summary

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.

Job Description

The Treasury Client Services Professional II provides support to the TCSP IV for a designated portfolio of corporate card clients and Program administrators. The TCSP II works in conjunction with the TCSP IV to assist customers with their service inquiries including but not limited to card utilization, adding new users to Spend Control, and Fleet cardholder inquiries. This position will also work in a consultative manner with Corporate Card Client Experience Consultants, Relationship Managers, Treasury Management Officers (TMO) and Corporate Card Sales Specialists to ensure client experience is satisfactory.

Team Culture

Our teams are decentralized. We stay in communication with one another to ensure we deliver a consistent message. We learn from one another and draw on each other’s level of experience, no matter what location.
 
We operate as “One Team” and use the 7 Habits of a Highly Effective Team as a guide. Our team is fun, engaging, and inspiring. We take the initiative, focus on the final goal, set priorities, create win-wins, and seek to understand, synergize, and maintain a work-life balance.
 
You will build relationships and get to know your coworkers in operations and technology, and sales, working across multiple lines of business. Our teams work with product managers, analysts, operations, sales, vendors, and the product support team. You are the voice of the client.

How You’ll Spend Your Time

  • Directly support the TCSP IV for all service aspects of corporate card
  • Ensure client satisfaction by delivering best-in-class service through effective communication and timely resolution of customer inquiries and requests
  • Respond to all customers and updates the customer on the status of all issues on a same day basis (Sundown Rule)
  • You will proactively contact existing customers to relate information regarding system changes, enhancements, outages, regulatory changes or any other information that could cause material customer impact

The following systems will be utilized in this role:
TSYS (Total Systems) Green Screens/Soni/Mocha; TSYS Access Manager; Spend Control; Power BI; Exchange; One Note; Business Invoicing

Education & Experience Requirements

This level of knowledge is normally acquired through completion of an Associate’s Degree in a Business related field (Bachelor’s preferred) and 4-6 years’ experience in banking and treasury client servicing or an equivalent combination of education and experience.

Working Conditions & Physical Requirements

Office

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!
 
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.

Please contact recruiting_coordinators@bokf.com with any questions.