Client Solutions Professional I

Summary

If you are interested in a career as a Client Solutions Professional, 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.

As an industry-leading provider of sophisticated financial solutions, we believe no challenge is too big, and no opportunity is too small, when we work together to build relationships.

Job Description

The Client Solutions Professional I is Responsible for extensive research and obtaining bank generated documents and financial relationship data in response to client, third party, and line of business requests by utilizing the banks imaging systems and pre-conversion optical systems.

Responsible for accurately documenting and archiving client requests and plans for each customer. Must comply with bank policy and procedure as well as ensure the bank is in compliance with state and federal regulations.

This position may at times be responsible for initiating collection activities on mid-stage to late delinquency accounts or those in escalated legal status.

Team Culture

We live the company values in everything we do and act with honor and transparency. Integrity sets the foundation for team members to build trust with one another and build relationships.

We are a high spirited team that likes to have fun. Positive feedback from customers is recognized and rewarded frequently.

The team has the autonomy to make calls and complete requests without micromanagement. You are responsible for your performance.

Management shares performance and quality control feedback on a regular basis.

How You'll Spend Your Time

Each day offers challenges as well as growth opportunities. You will continuously be learning. You will face unique challenges and problems with customers.

By answering customer questions and providing education, you’ll get a broad view of banking.

• You will provide exceptional customer service at the forefront of your role as you support Consumer Banking, Private Wealth, Business Banking, Commercial Banking, Financial Crimes, Corporate Security, BOMC and Legal Processing.
• Accuracy is crucial. Knowing your daily tasks and whom to ask for assistance are vital. Each Client Solutions Professional has set goals to achieve.
• Time Management is critical for meeting deadlines and court ordered compliance dates and ensures the reputation of the bank.

You will prioritize requests from various sources and platforms for financial relationship data, bank generated documents, calculate balances / financial data and escalate concerns to leadership.

Education & Experience Requirements

This level of knowledge is normally acquired through completion of an Associate’s Degree and 1-2 years of collections, branch banking, or customer service experience or equivalent combination of education and experience.

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!