TransFund Client Solutions Analyst

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
BOKF Performance Plan (D02)

Summary
Since 1975, TransFund has been delivering ATM, debit, and credit card processing solutions to financial institutions, emphasizing unmatched in-person expertise and hands-on service. Their goal is to provide maximum performance, service, and value. TransFund offers a range of services, including debit and credit card processing, merchant services, ATM services, fraud protection, card control, point-of-sale systems, and digital wallets, serving thousands of banks, credit unions, retailers, and merchants nationwide. Their success is marked by innovative products and superior service.

Job Description
The TransFund Client Solutions Analyst III is a subject matter expert providing advanced operational, technical, and accounting support to TransFund customers (460+ Financial Institutions). They troubleshoot technical issues with various resources, train and assist junior analysts, handle escalated calls, and maintain policy documentation.

Team Culture
We promote an environment where employees feel valued and inspired to make a meaningful difference. Our team prides itself on providing hands-on service that is unmatched by any others in the electric funds transfer industry. Our goal each day is to provide our clients with the maximum level of performance, service, and solutions that bring the highest possible value in our industry.

How Youll Spend Your Time

• You will handle sensitive customer and vendor calls while resolving complex issues that require careful analysis and procedural decisions.
• You will coordinate the resolution of operational, technical, and accounting issues with clients, vendors, and internal teams.
• You will address customer concerns, remove redundancies, enhance efficiencies, and support greater utilization of new products and services.
• You will introduce automation solutions that streamline labor‑intensive processes and improve workflow performance.
• You will provide detailed expertise on TransFund products and services while maintaining ongoing education on key EFT industry topics.
• You will deliver primary ATM technical support, monitor daily fraud alerts, and coordinate vendor dispatch when needed.
• You will conduct training for financial institutions on multiple vendor applications and TransFund solutions.

Education & Experience Requirements
This level of knowledge is normally acquired through completion of Associate’s Degree or higher in Banking and/or Accounting related field of study and/or 3-5 years in an EFT processing environment or equivalent combination of education and experience.

• Communication Skills: Clear and consistent communication is crucial for building trust and managing expectations . This includes both verbal and written communication.
• Active Listening: Understanding client needs and concerns by actively listening helps in providing tailored solutions 
• Analytical Skills: Understanding financial reports, data analysis and research.
• Trouble shooting and Problem-Solving: Identifying potential problems and managing risks effectively.  Identifying issues and developing effective solutions based on data analysis. This skill is essential for addressing client challenges and improving processes.  The ability to offer compelling solutions to client challenges and proactively address issues.
• Industry Knowledge and Technical Proficiency: Advanced knowledge of ATM, debit and credit card network processing, bank operations policies and procedures, exception processing, payments/collections, ACH and other electronic network services and operations.  Ability to familiarize and efficiently use multiple vendor applications and product software. 
• Relationship Management: Building and maintaining strong relationships with clients to foster loyalty and long-term partnerships. 
• Motivating Others: Encouraging and rewarding team members to achieve milestones and maintain high performance. 

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.