Client Service Consultant

Req ID :   75942

Location :   Tempe -TEMP, Tulsa -TUL

Areas of Interest :   Commercial Banking; Treasury Services

Pay Transparency Salary Range :   Not Available

Application Deadline :   03 / 21 / 2025

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 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 Client Service Consultant (CSC) position serves in a client facing role, to assist new and existing clients in establishing or maintaining deposit accounts, across the BOKF footprint. The CSC is responsible for being compliant with State and Federal regulations, internal policies and procedures and Service Level Agreements.

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

• Serve as the first point of contact for customer and internal line of business partner requests to establish new DD and CD accounts, and process amendments to existing DD and CD accounts.
• Work directly with clients and internal business partners to obtain all required documentation, including entity documents, beneficial ownership information, KYC, and CDD.
• Generate and distribute signature cards, resolutions, and other documentation requiring client signature for new accounts to be opened.
• Create new accounts and customer profiles directly in the TPSS platform that will be pushed to the bank’s mainframe in IMPACS.
• Ensure compliance for new account opening and documentation requirements meet legal, regulatory, and compliance guidelines (BSA, AML, KYC, CIP, FACTA, CDD).
• Validate all documentation received prior to account opening or amendment, to meet regulatory and legal requirements as outlined by department procedures and Bank policies.

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 minimum 4-6 years of experience in banking, or an equivalent 8-10 years combination of education and experience. Previous experience with Commercial deposit accounts is preferred.

SKILLS :

Previous experience with :

Working Conditions & Physical Requirements

Office - 20 lbs

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  [email protected]  with any questions.