Client Service Consultant

BOK Financial provides a comprehensive suite of financial and investment solutions for businesses, organizations, municipalities, and nonprofits. For over 100 years, we have been dedicated to helping our clients manage operations, mitigate risk, and seize growth opportunities when the time is right. Come help us shape the future of commercial banking!

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 compliance with State and Federal regulations, internal policies and procedures and Service Level Agreements.

Our team thrives on a culture of integrity, collaboration, and innovation. We believe in building and nurturing strong client relationships, ensuring every interaction is meaningful and tailored to our clients' unique needs. Our team is supportive, where your insights are valued, and your career can flourish. Here, you'll find a place where your contributions make a real impact, and your professional journey is supported every step of the way.

• You will serve as the first point of contact for client and internal requests to open or amend Demand Deposit and Certificate of Deposit accounts.
• You will collect and validate documentation to ensure compliance with regulatory standards such as BSA, AML, CIP, and FACTA.
• You will track and document client interactions using Salesforce Console and Finesse software.
• You will prepare and distribute client-facing documents for account openings and manage check/debit card orders and Digital Banking enrollment.
• You will create and maintain customer profiles in TPSS, integrate with the IMPACS system, and coordinate with Deluxe for account materials.

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.

• Previous knowledge of:
  • General Banking principals and regulations
  • Deposit account opening for commercial entities
  • Commercial entity documentation
• CDD/Beneficial Ownership Rules
• Exceptional Excel and Word experience
• Exceptional oral and written communication skills to effectively represent self and BOKF
• Exceptional conceptual thinking and analytical skills with the ability to analyze complex problems and provide solutions
• Strong ability to effectively plan time, method, manner and sequence of assigned work assignments