• You will proactively interact with clients, attorneys, and accountants on a limited basis regarding routine to moderately complex account inquiries, problem resolutions, and/or account maintenance issues.
• You'll support the Commercial Lenders clients and business partners through report monitoring, collaboration, research, and problem-solving on routine to moderately complex issues.
• You'll utilize Know Your Customer and Consumer Due Diligence on all new clients, including completing most of the documentation and entering the information into TouchPoint Sales and Service.
• You'll manage exception reports and the requirements and process of clearing outstanding exceptions promptly.
• You'll develop, design, and maintain information in spreadsheets and database programs using various software programs' most complicated features while generating and distributing routine reports, with oversight from a Client Relationship Specialist IV or Supervisor.
• You'll assist Commercial Lending Officers in developing new lending and depository business with existing and prospective customers, including preparing packages for Bank product presentations, with guidance from CRS IV or Supervisor.

Required level of knowledge is normally acquired through completion of an Associate’s Degree and 4 years’ experience in a banking or customer service environment or an equivalent combination of education and experience.

• Well-developed understanding of:

• Solid demonstrated knowledge of BOKF Commercial loan processes and workflows
• Solid Excel and Word experience
• Well-developed oral and written communication skills to effectively represent self and BOKF
• Solid conceptual thinking and analytical skills with the ability to analyze complex problems that include interrelationships and dependencies in order to identify common themes and solutions
• Ability to effectively plan time, method, manner and sequence of own work assignments