BOK Financial · 1 month ago
Treasury Client Svcs Professional I
Dallas, TX
Full-time
Onsite
Entry Level
$42K/yr - $56K/yr
1+ years expBOK Financial is a stable and financially strong organization that provides excellent training and development for its employees. The Treasury Client Services Professional I role involves providing technical and operational support to a portfolio of Commercial Banking customers, resolving issues, and ensuring compliance with documentation requirements.
BankingCredit CardsFinancial Services
Responsibilities
You will manage a portfolio of small business and commercial relationships, ensuring proper legal and regulatory documentation for account openings
You will collaborate with compliance and legal teams to resolve any questionable documentation issues
You will diagnose and resolve operational and technical issues for DDA and Treasury Management products
You will provide same-day customer updates on issue status, following the Sundown Rule
You will partner with Operations, IT, and third-party vendors to troubleshoot and streamline processes
You will serve as the primary customer contact for system issues, offering proactive support, fraud prevention, and product training
You will maintain quality control by identifying operational trends and ensuring resolution through Salesforce Case Management
Qualification
Required
Bachelor's Degree
1-year experience in a bank operations or customer service position
5 - 7 years' equivalent experience in a bank operations or customer service function
Excellent interpersonal, verbal, and written communication skills
Basic knowledge of product delivery systems and on-line computer systems
Basic knowledge of Bank operations
Excellent knowledge of customer service etiquette
Basic 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
Benefits
Discretionary Bonus
Company
BOK Financial
BOK Financial offers financial services to consumers and businesses.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Carrie Clasen Porter
Chief Operating Officer, Wealth Management
Chris Butta
Senior Vice President , Director-Petroleum Engineering
Recent News
2026-01-16
The Journal Record
2025-12-29
The Journal Record
2025-12-25
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