Talent.com
BOK Financial
Client Service ConsultantBOK Financial • Tempe, AZ, US
Client Service Consultant

Client Service Consultant

BOK Financial • Tempe, AZ, US
21 days ago
Job type
  • Full-time
Job description

Req ID: 78332

Location: Tempe -TEMP, Tulsa -TUL

Areas of Interest: Commercial Banking; Treasury Services

Pay Transparency Salary Range: Not Available

Application Deadline: 08/06/2026

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

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!

Job Description

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.

Team Culture

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. Here, you'll find a place where your contributions make a real impact, and your professional journey is supported every step of the way. Leadership prioritizes development and connection, creating an environment where employees can build lasting careers while contributing meaningful work.

How You'll Spend Your Time

  • You will serve as the first point of contact for account opening and maintenance requests.
  • You will collect and validate documentation to support regulatory compliance requirements.
  • You will track client interactions and service activities using internal systems.
  • You will prepare account-opening documents.
  • You will create and maintain customer profiles and account records across banking platforms.
  • You will manage account records and coordinate debit card orders.

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.

  • 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

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.

Create a job alert for this search

Client Service Consultant • Tempe, AZ, US

Similar jobs

Client Service Manager - Hybrid (Phoenix, AZ)

OneDigitalPhoenix, AZ, United States
Full-time

When you ask people what gives them peace of mind to live their best life, having a sense of financial security is usually at the top of the list.Our financial services include employer-based benef... Show more

 • Promoted

Client Relationship Consultant 3 (Banker) - Fountain Square - Phoenix, AZ

US BankPhoenix, AZ, United States
Full-time

Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.We b... Show more

 • Promoted

Client Advocate

Digital Air StrikeScottsdale, AZ, United States
Full-time

Join DAS Technology, a pioneering SaaS company revolutionizing consumer engagement through cutting-edge digital technology.As the force behind the automotive industry's first next-level Consumer Da... Show more

 • Promoted

Consultant, Patient Services Salesforce Associate Architect

DeloitteTempe, AZ, United States
Full-time

Position Summary * Join Deloitte as a Consultant, Patient Services Salesforce Associate Architect to help clients redesign sales and service operations, improve customer experiences, and support b... Show more

 • Promoted

AVP, Commercial Card Client Service Specialist

MUFG (DBA)Tempe, AZ, United States
Full-time

Do you want your voice heard and your actions to count?Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world's leading financial groups.Across the globe, we're 150,... Show more

 • Promoted

Leasing Consultant - Overture Arcadia

Education Realty Trust Inc.Scottsdale, AZ, United States
Full-time

ABOUT GREYSTAR Greystar is a leading, fully integrated global real estate platform offering expertise in property management, investment management, development, and construction services in insti... Show more

 • Promoted

Claims Consultant

The MJ CompaniesPhoenix, AZ, United States
Full-time

We are The MJ Companiesa firm dedicated to inspiring the success, fulfillment, and wellbeing of each person we serve.Our commitment to excellence and collaboration has enabled us to maintain a best... Show more

 • Promoted

Leasing Consultant - Overture Arcadia

Greystar Real Estate PartnersScottsdale, AZ, United States
Full-time

Job Responsibilities ABOUT GREYSTAR Greystar is a leading, fully integrated global real estate platform offering expertise in property management, investment management, development, and construc... Show more

 • Promoted

Financial Consultant - Client Growth & Retention (Phoenix, AZ Hybrid)

Edelman Financial EnginesPhoenix, AZ, United States
Full-time

Financial Consultant - Client Growth & Retention (Phoenix, AZ Hybrid).At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive.We believe tha... Show more

 • Promoted

Client Service Leader

Arthur J Gallagher & CoScottsdale, AZ, United States
Full-time

At Gallagher, we help businesses grow, communities thrive, and people prosper.As a Client Service Leader, you'll lead a team of service professionals to deliver exceptional service to clients.This ... Show more

 • Promoted

Client Benefits Implementation Consultant-AZ

DistroChandler, AZ, United States
Full-time

The Implementation Consultant is responsible for being a subject matter expert in the respective functional area.This role involves overseeing the client implementation process, coordinating with c... Show more

 • Promoted

Consultant, Healthcare Services

Alvarez & MarsalPhoenix, AZ, United States
Full-time +2

Alvarez & Marsal (A&M) is a global consulting firm with entrepreneurial, action and results-oriented professionals.We take a hands-on approach to solving our clients' problems and assisting them in... Show more

 • Promoted

Lead Consultant

Isos TechnologyTempe, AZ, United States
Full-time

Support Services Lead Consultant.Isos Technology is seeking a strategic, data-driven, and personable professional to join our team as a Support Services Lead Consultant.The ideal candidate thrives ... Show more

 • Promoted

Card Dispute Consultant

Arizona Financial Credit UnionPhoenix, AZ, United States
Full-time

Card Disputes SpecialistThe position is responsible for assisting cardholders with the initiation of their card disputes, determines if we have chargeback rights based upon Visa and other network r... Show more

 • Promoted

Lead Service Management Consultant

TIBCO SoftwareChandler, AZ, United States
Full-time

About this role:Wells Fargo is seeking a Lead Technology Business Systems Consultant In this role, you will:Lead complex initiatives to provide technological solutions with broad impact for cross f... Show more

 • Promoted

Client Service Associate

Cerity PartnersScottsdale, AZ, United States
Full-time

Job TitlePrimary ResponsibilitiesAbility to help practice leader with administrative duties, including assisting with Cerity Partners' initiatives, reporting requirements, and communication.Proacti... Show more

 • Promoted

Client Solutions Manager

Slice Merchant ServicesParadise Valley, AZ, US
Full-time

Excellent opportunity to join a leading, national credit card processing company that has over a decade of industry experience.Slice Merchant Services offers innovative payment processing solutions... Show more

 • Promoted

Client Service Associate

JPMorgan Chase & Co.Tempe, AZ, United States
Full-time

JobID: 210754636 Category: Client Service JobSchedule: Full time Posted Date: 2026-06-02T17:59:56+00:00 JobShift: Day : Be a trusted advisor to our Commercial Bank clients.Manage multiple rel... Show more

 • Promoted

eDiscovery Client Services Manager

EpiqPhoenix, AZ, United States
Full-time

At Epiq, your work contributes to complex, global legal outcomes.You'll join a values-driven community where integrity guides decisions, relentless service sets the bar, and we thrive on big challe... Show more

 • Promoted

Client Relationship Consultant 2 (Banker) - Tatum & Cactus - Phoenix, AZ

U.S. BankPhoenix, AZ, United States
Full-time

Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.We b... Show more