Treasury Client Svcs Professional I

BOK Financial Corporation

Fort Worth, TX, US
On-site
Bachelor's degree required
1-year bank operations experience
Dda and treasury management products knowledge
The role provides technical and operational support to a portfolio of Commercial Banking customers for all DDA and Treasury Management Products and Services

Job Summary

  • The role provides technical and operational support to a portfolio of Commercial Banking customers for all DDA and Treasury Management Products and Services.
  • Team members are empowered to share perspectives in an environment built on integrity, collaboration, and innovation.
  • The position involves diagnosing operational issues, resolving daily customer concerns, and identifying cross-sell opportunities within the treasury services team.

Matching Summary

The role provides technical and operational support to a portfolio of Commercial Banking customers for all DDA and Treasury Management Products and Services.

Skills & Requirements

Must-have

  • Bachelor's Degree required
  • 1-year bank operations experience
  • DDA and Treasury Management products knowledge
  • Salesforce Case Management proficiency
  • Fraud risk reduction expertise

Nice-to-have

  • Proactive client relationship management
  • Cross-departmental collaboration skills
  • Continuous learning mindset
  • Third-party vendor communication
  • Strategic goal development ability

Key Requirements

  • Bachelor's Degree
  • 1 year bank operations experience
  • 5-7 years equivalent experience
  • Excellent verbal and written communication skills

Work Rights

Not specified

Tailored Resume

Cover Letter