BOKFS Relationship Manager

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BOK Financial
Tulsa, OK, United States
  • Charity
  • FullTime
  • Applications have closed

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 TypeDiscretionarySummary You will provide value by being apprised of and anticipating the clients’ needs and delivering concierge-style customer service; and your satisfaction will come from the positive outcomes that you provide as a result of your skillful problem solving and collaborative spirit across various lines of business.Job Description The BOKFS Relationship Manager will provide a single point of contact for consultation on service related requests. Responsibilities will include providing quality customer service through accurate and timely phone, email and IM based transactions. Deliver immediate assistance with questions, workflows and general inquiries from sales branch staff and clients in order to enhance the customer experience.Team CultureYou will serve unique and individualized needs for our client accounts, while operating within defined policies and procedures. Your strategic thinking will help you create efficiencies to meet client needs and reduce potential errors. You will have significant decision making authority and responsibility for solving problems, customer complaints, and requests for special reporting.Integrity is the foundation on which coworkers trust, build relationships, and build effective interpersonal relationships. We live the company values in everything we do. We act with honor and truthfulness.How You’ll Spend Your Time

  • You’ll have heavy interaction with advisors and high level issues
  • You will be the single point of contact for consultation and problem solving
  • You will use your strong operational knowledge and skills to assist with duties such as asset movement, new business, training, customer service and research.
  • You’ll assist with projects and work as a liaison to manage timely resolution to service issues
  • You will work in NetX360 to provide information to the Financial Advisor (NetX360 experience would be very beneficial)

Education & Experience Requirements This level of knowledge is normally acquired through completion of a Bachelor’s Degree in Finance or Economics and 4-6 years of experience investment sales/operations or 9-11 years of equivalent work related experience. Series 7 and 66 required.Working Conditions & Physical Requirements OfficeBOK 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 with any questions.Oklahoma City, OK, US, 73102 Tulsa, OK, US, 74101Top 3 reasons to applyInvesting in our talent and building a great workplace is a top priority for us.

  • Empowered employees
  • Award-winning culture
  • Community commitment

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 to see our benefits.About BOK Financial CorporationFor 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
  • $49.7 billion in assets
  • $114.6 billion in assets under management and administration
  • $8 million donated to local nonprofits in 2024
  • 59,000 volunteer hours by our employees in 2024

Nearest Major Market: Oklahoma City
Nearest Secondary Market: Oklahoma
Job Segment: Relationship Manager, Series 7, Bank, Banking, Customer Service, FinanceApply nowStart Please wait…Find similar jobs:CareersConnectBOK Financial®Life at BOK Financial Corporation GroupAttention all third-party agencies, headhunters and recruiters: BOK Financial Corporation and its subsidiaries will not accept candidate submission by unsolicited third parties through this site or any company email address. All unsolicited candidates presented to BOK Financial Corporation and its subsidiaries will be considered the property of BOK Financial Corporation Group. BOK Financial Corporation and its subsidiaries will not be responsible for any fees associated with unsolicited candidates, nor will a contractual relationship be formed by the submission. BOK Financial Corporation and its subsidiaries are not obligated and will not under any circumstances pay any fees to said third parties submitting candidates in this manner. BOK Financial Corporation Group only form contracts with recruiters with whom we have an established business relationship and with whom we have in place a signed agreement. All contact with BOK Financial Corporation and its subsidiaries from third parties must be through our Human Resources Department. Any contact made outside of the BOKF, NA Human Resources Department* by a third party will cancel any future business relationships between the third party and every BOK Financial Corporation subsidiary. *BOKF, NA provides human resources and recruiting services to all affiliates of BOK Financial Corporation. The subsidiaries of BOK Financial Corporation 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. © 2025 BOKF, NA. Member FDIC.

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