Client Service Consultant

About the job

Req ID: 78688 ****

Location: Tempe -TEMP, Phoenix -PHOE ****

Areas of Interest: Commercial Banking ****

Pay Transparency Salary Range: Not Available ****

Application Deadline: 10/17/2026

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 and assist with digital banking enrollment.

• You will create and maintain customer profiles and account records across banking platforms.

• You will manage account records and coordinate check and debit card order fulfillment.

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.

Tempe, AZ, US, 85202

Phoenix, AZ, US, 85001

Top 3 reasons to apply

Investing in our talent and building a great workplace is a top priority for us.

• Empowered employees

• Award-winning culture

• Community commitment

[ **BOK Financial Corporation Group adheres to state specific pay transparency requirements.

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In order to be considered for a position with BOK Financial Corporation Group, you must complete the entire application process, which includes answering all prescreening questions and providing your eSignature on or before the application deadline.**

Base salary range explanation:

The base salary range represents an average range for this position. Actual offers to be determined based on the candidate’s qualifications, skills, experience and education. See job details for salary range and bonus type.

Benefits:

**BOK Financial Corporation Group offers industry-leading benefits addressing your complete physical, financial and emotional health. Click ** here** to see our benefits.

About BOK Financial Corporation

For more than a century, BOK Financial Corporation has helped fuel the success of clients and communities. Since our humble beginnings in Tulsa, Oklahoma, we’ve grown into a diversified financial services company that serves consumers, small businesses and international corporations—and everything in between.

Facts:

• Operations focused in an eight-state footprint

• 5,000 team members

• $53.2 billion in assets*

• $129.3 billion in assets under management and administration*

• $9.3 million donated to local nonprofits in 2025

• 56,000 volunteer hours by our employees in 2025

*At June 30, 2026