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Treasury Deposit Account Coordinator

BOK Financial
United States, Oklahoma, Tulsa
101 East 2nd Street (Show on map)
Nov 26, 2025

Req ID:77332

Location:Tulsa -TUL, Tempe -TEMP

Areas of Interest:Commercial Banking; Treasury Services

Pay Transparency Salary Range:Not Available

Application Deadline:12/20/2025

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

If you are interested in a career in Treasury Services with an industry-leading provider of sophisticated financial solutions, 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. We believe no challenge is too big and no opportunity is too small when we work together to build relationships.

Job Description

The Treasury Deposit Account Coordinator performs a more complex range of client on-boarding/account opening and record keeping duties. Assigned tasks are more complex and diverse in nature requiring broader and comprehensive experience, skill, and knowledge of Bank's policies and procedures while meeting regulatory and legal requirements. Operates somewhat independently while in a team setting; performs considerable eye/hand coordination and follow-through; sets priorities for accomplishing work assignments adhering to the team's SLAs.

Team Culture

Our teams are decentralized. We stay in communication with one another to make sure we deliver a consistent message. We learn from one another and draw on each other's level of experience, no matter what location.

Our team is fun, engaging, and inspiring. We take initiative, focus on the final goal, set priorities, create win-wins, and seek to understand, synergize, and maintain a work-life balance.

How You'll Spend Your Time
  • You will download and review required corporate documents and check for accuracy before opening a new account
  • You will prepare all required account opening documents
  • You will open accounts including demand deposit accounts and certificate of deposit accounts once all account documents
  • You will fix any errors that are sent back by our relationship management department
Education & Experience Requirements

This level of knowledge is normally acquired through completion of an Associate's Degree and 4-5 years experience in bank operations or customer service position or 8-10 years bank operations or customer service position. Experience and/or knowledge of banking is preferred.

  • Excellent knowledge of banking operations
  • Excellent PC and software application skills; ability to operate a 10 key by touch
  • Excellent bank regulation knowledge (BSA/AML - Customer Due Diligence)
  • Excellent interpersonal, verbal, and written communication skills
  • Excellent ability to handle multiple tasks simultaneously in a competent and professional manner
  • Excellent problem solving/research skills
Working Conditions & Physical Requirements
Office - 20 lbs

BOK Financial Corporation Groupis 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 todayand 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 contactrecruiting_coordinators@bokf.comwith any questions.

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