Treasury Client Services Prof III

Treasury Client Services Prof III

Req ID: 77892 Location: Oklahoma City -OKC, Fort Worth -FTWT, Tulsa -TUL Areas of Interest: Branch Business Banking; Consumer Banker; Consumer Banking; Treasury Services Pay Transparency Salary Range: Not Available Application Deadline: 05/13/2026 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®.

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. Join us to be part of an energetic, supportive, and visionary team where your skills are celebrated, and your career can thrive.

How You'll Spend Your Time You will independently manage complex Treasury client accounts, ensuring accurate setup and functionality. You will review and verify legal and regulatory documentation for new and existing account openings. You will collaborate with Compliance and Legal teams to resolve documentation issues. You will troubleshoot and resolve technical issues, updating clients promptly per the End-of-Day Directive. You will coordinate with internal teams and vendors to resolve problems and improve processes. You will build strong client relationships through proactive outreach, fraud prevention, and training. You will mentor junior team members and continuously expand your product and system knowledge.

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 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 peer. Advanced conceptual thinking and analytical skills with the ability to provide resolution to problems of a moderate complexity Ability to effectively plan time, method, manner and sequence of own work assignments Demonstrated ability to establish and build healthy working partnerships with clients, vendors and peer.

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. Oklahoma City, OK, US, 73102 Tulsa, OK, US, 74101 Fort Worth, TX, US, 76102

Top 3 reasons to apply

• Empowered employees
• Award-winning culture
• Community commitment

BOK Financial Corporation Group adheres to state specific pay transparency requirements.

In order to be considered for a position with BOK Financial Corporation Group, you must complete the entire application process, which includes answering all prescreening questions and providing your eSignature on or before the application deadline.

Base salary range explanation: The base salary range represents an average range for this position. Actual offers to be determined based on the candidate's qualifications, skills, experience and education. See job details for salary range and bonus type. Benefits: BOK Financial Corporation Group offers industry-leading benefits addressing your complete physical, financial and emotional health. Click here to see our benefits.

About BOK Financial Corporation

For more than a century, BOK Financial Corporation has helped fuel the success of clients and communities. Since our humble beginnings in Tulsa, Oklahoma, we've grown into a diversified financial services company that serves consumers, small businesses and international corporations—and everything in between.

Facts:

• Operations focused in an eight-state footprint
• 5,000 team members
• $49.7 billion in assets
• $114.6 billion in assets under management and administration
• $8 million donated to local nonprofits in 2024
• 59,000+ volunteer hours by our employees in 2024