BOK Financial Corp logo

Treasury Client Svcs Professional II - Corporate Card

BOK Financial Corp
  • Houston, TX
    28 days ago

    Job Description

    Req ID: 78450

    Location: Houston -HOUS, Albuquerque -ALBQ, Dallas -DAL, Fort Worth -FTWT, Kansas City -KSCY, Oklahoma City -OKC, Phoenix -PHOE, Tulsa -TUL

    Areas of Interest: Bank Operations; Client Relationship Support; Treasury Services; Treasury Services, Commercial Card

    Pay Transparency Salary Range: Not Available

    Application Deadline: 09/11/2026

    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.

    Bonus Type

    Discretionary

    Summary

    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 II - Corporate Card provides advanced technical, operational, and client support for a portfolio of corporate card clients and program administrators. The role serves as a trusted resource for clients, assisting with a wide range of service inquiries, including card usage, Spend Control administration, new user setup, and fleet card support. The TCSP II partners closely with Corporate Card Sales, Corporate Card Account Managers, Relationship Managers, and Treasury Management Officers to deliver exceptional client service, strengthen relationships, and support overall program success through a consultative, solution-oriented approach.

    Team Culture

    At BOKF, our 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 Youll Spend Your Time

    • Directly support all service aspects of corporate card
    • Ensure client satisfaction by delivering best-in-class service through effective communication and timely resolution of customer inquiries and requests
    • Respond to all customers and updates the customer on the status of all issues on a same day basis
    • You will proactively contact existing customers to relate information regarding system changes, enhancements, outages, regulatory changes or any other information that could cause material customer impact

    The following systems will be utilized in this role:

    TSYS (Total Systems) Green Screens/Soni/Mocha; TSYS Access Manager; Spend Control; Power BI; Exchange; One Note; Business Invoicing

    Education & Experience Requirements

    The required level of knowledge is normally acquired through a Bachelor's Degree and 3 to 4 years' experience in a bank operations or customer service position or 7 to 8 years' equivalent experience in a bank operations or customer service function.

    • Excellent interpersonal, verbal, and written communication skills
    • Excellent knowledge of product delivery systems and on-line computer systems
    • Excellent knowledge of Bank operations
    • Excellent knowledge of customer service etiquette
    • Excellent knowledge of banking and Treasury Management products
    • Good PC and software application skills (Microsoft Office, Excel; Word)
    • Thorough understanding of a multitude of software products and the ability to understand new
    • applications with a minimum of prior exposure to the product
    • Excellent ability to handle multiple requests in a competent and professional manner

    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.

    Numbers & Facts

    LocationHouston, TX
    IndustryBanking
    Company Size5,000 to 9,999 employees
    Websitehttp://www.bokf.com

    About Company

    We began in 1910 as a regional source of capital for the energy industry; we’ve become one of the strongest, most vibrant financial institutions in the country, fueling economic growth and security across the American Midwest and Southwest. From our roots in Tulsa, Oklahoma, we’ve grown into a leading provider of sophisticated financial solutions to businesses, institutions and individuals across the country.

    We are nimble and responsive to changing market and industry conditions, while taking time to build enduring relationships with our clients.

    We believe that no financial challenge is too big and no opportunity too small to make an impact. We are guided by our commitment to serving our clients, providing a positive work environment for our employees and making a difference in the communities we serve.

    Skills

    • Bank Managementunmatched
    • Banking Operationsunmatched
    • Banking Servicesunmatched
    • Benchmarkingunmatched
    • Best Practicesunmatched
    • Communication Skillsunmatched
    • Computer Systemsunmatched
    • Corporate Salesunmatched
    • Customer Relationsunmatched
    • Customer Satisfactionunmatched
    • Customer Support/Serviceunmatched
    • Financeunmatched
    • Industry/Trade Analysisunmatched
    • Information Technology & Information Systemsunmatched
    • Interpersonal Skillsunmatched
    • Investment Managementunmatched
    • Leading Edge Technologyunmatched
    • Microsoft Excelunmatched
    • Microsoft Officeunmatched
    • Microsoft Wordunmatched
    • Operational Supportunmatched
    • PC Softwareunmatched
    • Presentation/Verbal Skillsunmatched
    • Regulationsunmatched
    • Risk Managementunmatched
    • Sales Managementunmatched
    • Securitiesunmatched
    • Strategic Planningunmatched
    • Time Managementunmatched
    • Training/Teachingunmatched
    • Treasuryunmatched
    • Treasury Managementunmatched
    • Vehicle Fleetsunmatched
    • Writing Skillsunmatched

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