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<p>Req ID: 75471 </p> <p>Location: Tulsa -TUL </p> <p>Areas of Interest: Wealth Management Operations </p> <p>Pay Transparency Salary Range: Not Available </p> <p>Application Deadline: 10/04/2024</p> <p>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®.</p>    <h2>Bonus Type</h2>  Discretionary    <h2>Summary</h2>   <p>We're building a culture at BOK Financial where amazing people (like you) can bring their best, be their best and work for the best. You've come to the right place to grow your career.</p>     <h2>Job Description</h2>   <p>The <strong>WMS</strong> <strong>Business Coordinator I</strong> is primarily responsible for the various duties related to assets held within trust and agency accounts. The WMS Business Coordinator I works very closely with BOKF line of business team members, internal processing groups, external custodians and brokers to ensure that the account reflects the needed results. </p>     <h2>Team Culture</h2>   <p>We act with honor and truthfulness and live our company values every day. Our foundation of integrity builds coworker trust, relationships, and effective interpersonal relationships. </p> <p>All team members are stakeholders and are encouraged to share their ideas and best practices. We provide cross-training and collaboration, as well as opportunities to take on additional responsibility. We lean in and help our teammates as needed. </p> <p>We are deeply connected to our communities, and we give our time to a variety of worthy causes. We are proud of BOK Financial’s generous contributions to local organizations and the numerous ways we give back to our communities.</p>     <h2>How You'll Spend Your Time</h2>   <ul> <li>You will perform various duties that are centralized within the Wealth Management Services group for client accounts.</li> <li>You will serve as a backup role for other needs within the business group.</li> <li>You will pro-actively identify solutions or resources to complete any exception processing.</li> <li>You will work with management to properly document processes.</li> </ul>     <h2>Education &amp; Experience Requirements</h2>   <p>This level of knowledge is normally acquired through completion of an Associate’s Degree in a business related field and 3+ years’ experience in the security industry; or equivalent combination of education and experience.</p>     <h2>Working Conditions &amp; Physical Requirements</h2>  Office - 20 lbs   <p>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! <br> Apply today and take the first step towards your next career opportunity!<br>  <br> 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.</p> <p>Please contact <a href="#">recruiting_coordinators@bokf.com</a> with any questions. </p>

Bank of Oklahoma

WMS Business Coordinator I

<p>Req ID: 75293 </p> <p>Location: Tulsa -TUL, Dallas -DAL </p> <p>Areas of Interest: Credit Administration </p> <p>Pay Transparency Salary Range: Not Available </p> <p>Application Deadline: 09/15/2024</p> <p>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®.</p>    <h2>Bonus Type</h2>      <h2>Summary</h2>   <p>If you are looking for a job that combines a passion for finance, an opportunity for growth, and a culture of teamwork, then you've come to the right place. We have an exciting opportunity awaiting someone like you! </p>     <h2>Job Description</h2>   <p>The Loan Review Officer IV performs loan reviews of the most complex loan types, leads reviews of the largest or riskiest lending areas, and may lead in special projects, including due diligence of an acquisition; responsible for the ongoing evaluation of the bank’s commercial loan portfolio quality and for measuring compliance with established policies, regulatory guidelines and sound lending practices; provides bank management and the Board of Directors with an evaluation of the risk and collectability associated with the commercial loan portfolio, as well as the stability of lending practices and activities; works under limited supervision and provides subordinates officers with functional guidance.</p>     <h2>Team Culture</h2>   <p>Loan review is the perfect place to learn our credit culture. Within their own reporting structures, teams are spread out across our footprint; however, there is collaboration within the teams and across our large department. From your peers to senior leaders, everyone is available when you want to share ideas or ask questions. We practice “disciplined growth through measured risk”. Effort and performance are rewarded.</p>     <h2>How You'll Spend Your Time</h2>   <ul> <li>You’ll evaluate credit risk of the commercial loan portfolio via annual reviews of all commercial lending departments, community banks, and affiliate banks and through quarterly reviews of marginal and criticized loans within the portfolios. </li> <li>You’ll prepare written reports directed to lending department management, senior Credit Administration personnel, the Chief Credit Officer, and executive management.</li> <li>You’ll assist in or lead the continuous review of credit risk, special projects, and due diligence of potential bank acquisitions, as necessary. </li> <li>You’ll verify risk grades to individual loan relationships after analyzing the borrower’s capacity to repay debt and after discussions with Account Managers and senior leaders regarding this analysis. </li> <li>You’ll review criticized loans which includes assessing collateral adequacy and making recommendations based on potential shortfalls and losses. Loan Review leadership will judge the accuracy of the recommendation.</li> <li>You’ll review criticized loans which includes assessing collateral adequacy and making impairment recommendations based on the presence of collateral shortfalls. </li> </ul>     <h2>Education &amp; Experience Requirements</h2>   <ul> <li>Extensive knowledge of accounting, credit analysis, financial analyses, lending practices, banking regulations, and Uniform Commercial Code. </li> <li>Extensive knowledge and understanding of financial analysis including ratio, trend and cash flow analysis</li> <li>Excellent knowledge and understanding of commercial lending policy, procedures and loan documentation requirements.</li> <li>Excellent oral and written communications skills to prepare and present persuasive oral and written reports. </li> <li>Excellent PC and spreadsheet software skills </li> </ul> <p>This level of knowledge is normally acquired through completion of a Bachelors Degree in Finance or Accounting and 10+s years experience in loan review and analysis, or 12+ years of equivalent work experience. </p>    <p>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! <br> Apply today and take the first step towards your next career opportunity!<br>  <br> 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.</p> <p>Please contact <a href="#">recruiting_coordinators@bokf.com</a> with any questions. </p>

Loan Review Officer IV

<p>Req ID: 75402 </p> <p>Location: Tulsa -TUL </p> <p>Areas of Interest: Commercial Banking; Information Technology </p> <p>Pay Transparency Salary Range: Not Available </p> <p>Application Deadline: 10/05/2024</p> <p>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®.</p>    <h2>Bonus Type</h2>  Discretionary    <h2>Summary</h2>   <p>We're building a culture at BOK Financial where amazing people (like you) can bring their best, be their best and work for the best. You've come to the right place to grow your career. The Director, Commercial Digital Solutions oversees all elements of the Commercial Division digital strategy from conceptualization to post-launch assessment. </p>     <h2>Job Description</h2>   <p>The Director, Commercial Digital Solutions oversees the shared Commercial and Institutional digital strategy from conceptualization to post-launch assessment. Leveraging extensive internal and external stakeholder relationships, the Director delivers a technology strategy that simplifies client engagement activities, automates manual tasks and optimizes a client-centric engagement with clients at every touch point while maintaining operational efficiency and minimizing risk for the Bank.</p>     <h2>Team Culture</h2>   <p>We celebrate each other’s wins, big and small. We respect, honor and praise one another for a job well done. We are transparent. We are involved, committed, and collaborative. Simply put: We Achieve More Together.</p>     <h2>How You'll Spend Your Time</h2>   <ul> <li>You will set the digital strategic vision across the Commercial Division for client facing products, collaborate with Enterprise and line of business leaders and partners to define and shape a digital vision and strategy to improve client experience and application performance.</li> <li>You will need to understand client needs and preferences based on direct client interaction, engage with LOB partners, and industry trends. This position will collaborate with supporting business areas to understand their respective units closely, while also being mindful of opportunities to create a better process and experience while incorporating change management best practices.</li> <li>You will drive the execution of the Commercial Digital roadmap and synthesize strategy and business requirements among a diverse set of stakeholders to help establish priorities and objectives.</li> <li>You will partner with IT and key stakeholders, manage prioritization of roadmap efforts and bring speed to results to ensure strong competitive positioning.</li> <li>You will manage other operational and risk aspects of the Commercial Strategies as assigned including but not limited to managing Risk and Control library and Business Continuity program.</li> </ul>     <h2>Education &amp; Experience Requirements</h2>   <p>The required level of knowledge is normally acquired through completion of a bachelor’s degree in a business or technology related field; 10+ years’ experience in product management/owner; and 8+ years of progressive related experience in a digital solutions environment developing strategies, managing major initiatives and delivering results within a complex, matrixed environment.<br> </p> <ul> <li>Demonstrated track record of success in leading large and complex cross functional, cross organizational business initiatives amidst ambiguity and change</li> <li>Ability to interact with colleagues at all levels, especially senior executives, work through influence across functional boundaries to achieve goals without direct control over resources. Deliver results while coaching and mentoring other team members</li> <li>Strong ability to influence stakeholders and build consensus for strategic direction and roadmap initiatives</li> <li>Knowledge of commercial banking products and services to include: treasury management, commercial lending, trade finance and institutional wealth</li> <li>Strong communication (written and oral) and interpersonal skills with a focus on teamwork; including the ability to foster/manage relationships across multiple departments and affiliates in all states</li> <li>Strong priority and time management, organization and multi-tasking skills to effectively handle projects in a fast-paced, high volume and deadline intensive environment</li> <li>Excellent analytical and organizational skills including database analysis, spreadsheet analysis, and research</li> <li>Comfort and experience in an agile methodology </li> <li>Advanced PC application skills including PowerPoint, Word, Excel and project management tools</li> </ul>     <h2>Advertising Source</h2>     <p>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! <br> Apply today and take the first step towards your next career opportunity!<br>  <br> 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.</p> <p>Please contact <a href="#">recruiting_coordinators@bokf.com</a> with any questions. </p>

Director, Commercial Digital Solutions

<p>Req ID: 75369 </p> <p>Location: Tulsa -TUL </p> <p>Areas of Interest: Consumer Banking; Consumer Banker </p> <p>Pay Transparency Salary Range: Not Available </p> <p>Application Deadline: 09/29/2024</p> <p>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®.</p>    <h2>Bonus Type</h2>  Formula Based    <h2>Summary</h2>   <p>Are you looking to join a company where people truly care about making a difference? BOK Financial is committed to achieving more together by bringing passion and customer focus to the business. Join us today as a Personal Banker I.</p>     <h2>Job Description</h2>   <p>The Personal Banker I provides the best client experience possible for BOKF’s clients. They are empowered and responsible for providing a superior experience on every interaction in a manner that builds a permanently engaged client. Interactions include providing answers or solutions on account activity, teller transactions, digital banking products, debit cards and a variety of other products or processes. The Personal Banker will be able to effectively and efficiently handle client interactions and exceed client expectations. In addition, they will provide a level of support that makes clients feel assured that their needs have been completely and accurately resolved. The Personal Banker may interact with clients in a variety of ways including in person, via phone and may utilize chat, email or other digital communication channels. </p>     <h2>Team Culture</h2>   <p>We’re passionate about what we do and it shows. Working with our peers across the bank to help our clients achieve their financial goals is rewarding.</p> <p>We’ve created a fun, safe space for you to brainstorm, ask questions, and find solutions. Everyone is encouraged to share their ideas for positive change, no matter what role or level.</p> <p>We support and lift one another up and help each other become better. Recognition, integrity and the desire to help others are our winning combination.</p>     <h2>How You'll Spend Your Time</h2>   <ul> <li>You will be responsible for delivering exceptional client experience to build, expand, and retain long-term client relationships. While providing consultative conversations to existing and prospective clients you will assess their financial needs and offer bank products and services to help clients accomplish their financial goals. </li> <li>You will open a full range of retail products, including loan products, for new and existing clients by making recommendations during routine banking center service and teller transactions.</li> <li>You will educate new and existing clients about bank services that provide additional convenience such as online banking, Bill Pay, E-Statements, and mobile and ATM deposit capabilities. </li> <li>You will resolve a variety of simple to moderate client problems while ensuring the highest level of client experience and satisfaction. </li> <li>You will provide a variety of teller transactions for clients (i.e., cashes checks, processes checking and savings account withdrawals and balances within standards, etc.) while seeking opportunities to deepen client relationships and identify opportunities to help clients meet their financial goals.</li> <li>You will comply with internal control, audit, security, and compliance policies and procedures and laws and regulations.</li> <li>You will participate in professional development through training, engaging in self-improvement initiatives and skill-building activities to enhance product knowledge, systems knowledge, sales, and client relations skills. This will also be accomplished by actively participating in coaching and feedback sessions by setting goals and achieving results. </li> </ul>     <h2>Education &amp; Experience Requirements</h2>   <p>This level of knowledge is normally acquired through completion of high school diploma or equivalent and a minimum of 1+ years of sales or customer service experience; a college degree is a plus or equivalent combination of education and experience.</p> <ul> <li>Working knowledge of consumer financial products and services</li> <li> Working knowledge of banking, retail sales operations and/or contact center operations including phone, email and chat support  </li> <li>Excellent verbal communication skills; effectively and courteously providing customer information, resolving issues and building relationships to gain information by asking appropriate questions</li> <li>Excellent written communication skills demonstrated by professional etiquette, proper grammar and punctuation</li> <li>Problem-solving and conflict resolution skills</li> <li>Ability to follow established standards and use judgment to determine when appropriate to escalate </li> <li>Strong basic math skills (addition, subtraction, multiplication, division) in order to reconcile accounts </li> <li>Working PC application skills including word processing and spreadsheet packages and the ability to learn to use various internal company systems</li> <li>Ability to complete multiple tasks at a time</li> <li>Excellent interpersonal skills including sales and client relations skills, both in-person and via telephone</li> <li>Detail oriented, high degree of accuracy</li> <li>Ability to work in a fast-paced environment &amp; under pressure, as needed</li> </ul>     <h2>Advertising Source</h2>  SF-IND   <p>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! <br> Apply today and take the first step towards your next career opportunity!<br>  <br> 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.</p> <p>Please contact <a href="#">recruiting_coordinators@bokf.com</a> with any questions. </p>

Personal Banker I - Express Bank

<p>Req ID: 75089 </p> <p>Location: Tulsa -TUL </p> <p>Areas of Interest: Professional </p> <p>Pay Transparency Salary Range: Not Available </p> <p>Application Deadline: 07/12/2024</p> <p>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®.</p>    <h2>Bonus Type</h2>  Discretionary    <h2>Summary</h2>   <p>BOK Financial is seeking a detail-oriented individual with a passion for accuracy and follow-through for a Lease &amp; Property Specialist role. This role involves administration of BOKF’s corporate real estate portfolio, including maintaining files for leases and real estate contracts, tracking critical dates, and handling insurance and estoppel requests. The company offers a culture of teamwork, opportunities for growth, and values the talent of its employees, making it an ideal place for career development.</p>     <h2>Job Description</h2>   <p>The Lease and Property Specialist is primarily responsible for the lease and owned property administration of BOKF’s corporate real estate portfolio. This includes maintaining the hard copy and electronic files for all leases, as well as real estate contracts; property acquisitions (purchases), property dispositions (sales and subleases), assists with preparing bi-weekly, monthly, and annual reports, assists with reconciliation of all expense leases; and preparing operating expense reconciliations for revenue leases. In addition, the Lease &amp; Property Specialist role will track all critical dates for leases and owned properties, including acquisitions (purchases) and dispositions (sales and subleases) and respond to all building insurance, maintain the department’s insurance report, and administer all estoppel requests from landlords.</p>     <h2>Team Culture</h2>   <p>Our team is dedicated to providing exceptional service to our internal clients and actively participates in community outreach and social causes. We take pride in our company’s contributions to the organizations we serve.</p>     <h2>How You'll Spend Your Time</h2>   <ul> <li>You will manage BOKF’s real estate portfolio, handling new leases and renewals, inputting crucial data, reporting business units’ obligations, and ensuring insurance requirements are met and maintained.</li> <li>You will manage and audit the corporate real estate and facilities management system, maintain database accuracy, and generate reports.</li> <li>You will handle tenant inquiries and lease commitments, serve as the main contact for payment issues at BOKF, and maintain positive tenant relationships by enforcing lease terms.</li> <li>You will help collect annual expense data to determine yearly property costs and prepare tenant lease reconciliations for BOKF.</li> <li>You will aid in handling vendor billings and expense claims, resolving discrepancies per corporate policies, and assist in budget preparation, forecasting, and resolving administrative budget variances.</li> <li>You will manage and coordinate all activities related to property acquisitions and dispositions, working with various stakeholders to ensure timely and accurate document processing in accordance with Purchase and Sale Agreements.</li> </ul>     <h2>Education &amp; Experience Requirements</h2>   <p>This level of knowledge is normally acquired through completion of a Bachelor’s Degree and 3-5 years’ job related experience in lease administration and/or property management experience; or equivalent combination of education and experience.</p>  <ul> <li>Excellent written and verbal communication skills</li> <li>Knowledgeable in data base management</li> <li>Excellent PC skills including spreadsheet and word processing applications</li> <li>Strong organizational, analytical, and planning skills</li> <li>Superior attention to detail</li> <li>Ability to problem solve independently </li> <li>Must have a technical aptitude for understanding the system requirements of the current IWMS software. </li> <li>Drive software implementation processes on behalf of the department for future IWMS system(s) integration</li> <li>Requires advanced technical and systems knowledge</li> <li>Experience testing applications systems helpful</li> <li>Able to work well independently and in team settings</li> <li>Proactive, self-starter that works well under pressure to meet critical dates</li> </ul>     <h2>Working Conditions &amp; Physical Requirements</h2>  Office - 20 lbs   <p>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! <br> Apply today and take the first step towards your next career opportunity!<br>  <br> 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.</p> <p>Please contact <a href="#">recruiting_coordinators@bokf.com</a> with any questions. </p>

Lease & Property Specialist

<h2>Posting Details</h2>    Position Information      Position Title Access Services Evening and Weekend Assistant (Part-time)   Job Description  This part-time position reports to the Circulation and Stacks Manager and is responsible for providing excellent library customer service to the University of Tulsa during evening and weekends. This position is a part-time position with a maximum of 25 hours/week. As the public face of the McFarlin Library, this position serves the campus by processing materials for checkout and return, providing basic research assistance, shelving materials, and overseeing library student workers’ evening and weekend shifts. The position also helps in other areas when needed. This position must be able to work a flexible shift, including nights and weekends.  <br><strong><em>Essential Functions (Responsibilities):</em></strong>  <ul> <li>Serves as initial contact to all operational issues related to circulation functions, oversees student employees and building management during evening and weekend shifts</li> <li>Provides exceptional customer service at the library’s primary public service desk and throughout the library building, including assistance with directions, basic research (e.g., looking up books), and the library’s website</li> <li>Processes materials at the library’s primary public services desk, including checkouts, returns, reserves, holds, recalls, and interlibrary loans.</li> <li>Handling incoming customer inquiries via phone, email, or in person, and transferring to a Librarian as appropriate.</li> <li>Assists the library team in project and routine task work.</li> </ul>    Required Qualifications  <strong>Required Qualifications:</strong> <ul> <li>Associates Degree or some college.</li> <li>Experience working in a library setting.</li>  </ul>  <br><strong><em>Knowledge/Skill/Ability:</em></strong>  <ul> <li>Demonstrated excellence providing customer service and solving problems.</li> <li>Excellent communication and interpersonal skills.</li> <li>Able to work nights and weekends.</li> <li>Able to work flexible schedules.</li> <li>Experience with personal computers.</li> <li>Physical ability to push carts of books, shift books, and shelve materials.</li> </ul>    Preferred Qualifications None   Physical Demands <ul> <li>Must be able to lift 10-15 lbs. of materials.</li> <li>Must be able to climb ladders and lift library materials above your head.</li> <li>Must be able to push heavy book trucks and shelve books in a repetitive motion.</li> <li>Position will require long periods of standing or sitting, depending on the task.</li> <li>Must be able to work nights and weekends.</li> </ul>       Posting Detail Information      Posting Number S866P   Open Date 09/11/2024   Close Date    Open Until Filled Yes   Special Instructions to Applicants    Advertising Summary         <h2>EEO Statement</h2>    EEO Statement      Eeo Statement Summary The University of Tulsa seeks to recruit and retain talented students, faculty and staff from diverse backgrounds. The University of Tulsa is an affirmative action/equal opportunity employer and encourages qualified candidates across all group demographics to apply. The University does not discriminate on the basis of personal status or group characteristic including, but not limited to race, color, religion, national or ethnic origin, age, sex, disability, veteran status, sexual orientation, gender identity or expression, genetic information, ancestry, or marital status. The University of Tulsa is an Equal Opportunity Employer including Disability/ Veteran.       <h2>Supplemental Questions</h2>  <p>Required fields are indicated with an asterisk (*).</p>   <h2>Documents Needed To Apply</h2>  Required Documents <ol> <li>Resume</li> </ol> Optional Documents <ol> <li>Cover Letter</li> </ol>

University of Tulsa

Access Services Evening and Weekend Assistant (Part-time)

<p>Req ID: 75418 </p> <p>Location: Tulsa -TUL </p> <p>Areas of Interest: Bank Operations; Accounting; Wealth Management Operations </p> <p>Pay Transparency Salary Range: Not Available </p> <p>Application Deadline: 09/22/2024</p> <p>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®.</p>    <h2>Bonus Type</h2>  Discretionary    <h2>Summary</h2>   <p>If you're ready to grow your career with a 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. </p>     <h2>Job Description</h2>   <p>The <strong>Plan Services Specialist I </strong>is primarily responsible for ensuring the timely and accurate processing of plans assigned within the group, which typically includes retirement plans of varying levels of complexity, size and relationship sensitivity. Although the position operates within defined policies and procedures, this position has decision making authority and responsibility</p>     <h2>Team Culture</h2>   <p>All team members have a stake in our success and are encouraged to share their ideas around efficiencies. Our camaraderie, shared decision making, and mutual respect for one another are what make us a successful team. </p> <p>We achieve more together. This team believes in cross-training to achieve the highest level of overall team support. To better assist with daily processing, we focus on load leveling and knowledge sharing to ensure cross-coverage and plan knowledge. We accomplish this through daily huddles and info sessions.</p>     <h2>How You'll Spend Your Time</h2>   <ul> <li>You will perform all daily and cyclical activities in compliance with applicable regulations, tax laws, and the governing document specific to each retirement plan. </li> <li>You will issue new loans and distributions.</li> <li>You will generate reports and participant statements, while being responsible for quality control. </li> <li>You will research and resolve any cash or asset exceptions. You will investigate and respond to inquiries from Reconciliation, Participant Service Group, or the Relationship Management team regarding problems, complaints, or requests. </li> <li>You will work closely with project coordinators to execute changes in investment selections within plans, fund mappings, or additions.</li> </ul>     <h2>Education &amp; Experience Requirements</h2>   <p>This level of knowledge is normally acquired through completion of a Bachelor’s Degree in Accounting or Finance or related field and 4-5 years’ experience in a payroll or trust environment; <strong>or </strong>equivalent work experience. Payroll or benefits experience is strongly preferred.</p>     <h2>Working Conditions &amp; Physical Requirements</h2>  Office   <p>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! <br> Apply today and take the first step towards your next career opportunity!<br>  <br> 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.</p> <p>Please contact <a href="#">recruiting_coordinators@bokf.com</a> with any questions. </p>

Plan Services Specialist I

<h2>Posting Details</h2>    Position Information      Position Title Department Assistant II   Job Description  <strong>Job Summary:</strong> The Department Assistant reports to the Assistant Director of Operations and Finance and is responsible for managing our front desk operations as well as providing administrative support to University School staff, students, and families. <strong>Essential Functions (Responsibilities):</strong> <ul> <li>Greets visitors, answers, and routes incoming calls.</li> <li>Handles routine correspondence for the department leadership.</li> <li>Purchases and maintains office supplies as needed.</li> <li>Processes mail.</li> <li>Assists with travel arrangements.</li> <li>Maintains reception and common areas.</li> <li>Assists in compilation and retention of meeting minutes.</li> <li>Provides support for University School events and functions.</li> <li>Maintains confidentiality and discretion regarding college data, files, and personnel information.</li> <li>Performs other duties as assigned/needed.</li> </ul>    Required Qualifications  <strong><em>Knowledge/Skill/Ability</em></strong> <ul> <li>Excellent organizational, communication, and customer service skills.</li> <li>Ability to multi-task efficiently in a fast-paced environment, drive projects to completion, and act with a sense of urgency.</li> <li>Experience with Microsoft Office programs.</li> <li>Excellent verbal and written communication skills, ability to communicate effectively at all levels of the company.</li> <li>Demonstrated effectiveness in working with a diverse group of people.</li> <li>High attention to detail, demonstrated practice of establishing effective priorities and meeting deadlines.</li>  </ul>  <br><strong><em>Equivalent Education/Experience</em></strong>  <ul><li>High School Diploma required.</li></ul> <br>    Preferred Qualifications  Experience working with children or in a school environment preferred.  <strong><br><br></strong><br>     Physical Demands  <strong>Special Job Dimensions:</strong> Work requires working with highly sensitive or confidential information. <br>  <strong>Note:</strong> The essential job functions and associated qualifications contained in this document describe the general nature and level of the work performed. They are not intended to represent an exhaustive listing or be inclusive of all aspects of the job. The tasks and procedures involved in the performance of the essential job functions may vary from day-to-day. Major changes in areas of responsibility may occur, as directed by management, and will require revision of this job description.        Posting Detail Information      Posting Number S863P   Open Date 09/11/2024   Close Date    Open Until Filled Yes   Special Instructions to Applicants    Advertising Summary         <h2>EEO Statement</h2>    EEO Statement      Eeo Statement Summary The University of Tulsa seeks to recruit and retain talented students, faculty and staff from diverse backgrounds. The University of Tulsa is an affirmative action/equal opportunity employer and encourages qualified candidates across all group demographics to apply. The University does not discriminate on the basis of personal status or group characteristic including, but not limited to race, color, religion, national or ethnic origin, age, sex, disability, veteran status, sexual orientation, gender identity or expression, genetic information, ancestry, or marital status. The University of Tulsa is an Equal Opportunity Employer including Disability/ Veteran.       <h2>Supplemental Questions</h2>  <p>Required fields are indicated with an asterisk (*).</p>   <h2>Documents Needed To Apply</h2>  Required Documents <ol> <li>Resume</li> </ol> Optional Documents <ol> <li>Cover Letter</li> </ol>

Department Assistant II

<p>Req ID: 75413 </p> <p>Location: Tulsa -TUL </p> <p>Areas of Interest: Digital Technology </p> <p>Pay Transparency Salary Range: Not Available </p> <p>Application Deadline: 09/25/2024</p> <p>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®.</p>    <h2>Bonus Type</h2>  Discretionary    <h2>Summary</h2>   <p>If you are looking for a job that combines a passion for innovation, an opportunity for growth, and a culture of teamwork, then you've come to the right place. We have an exciting opportunity awaiting someone like you! </p>     <h2>Job Description</h2>   <p>The Consultant, Commercial Initiatives is responsible for supporting key strategic Digital transformation efforts focused on the Exchange Digital Platform deliverables, support, change management, and performance while following Agile Methodology. The position will collaborate with the Commercial Strategies Team and Commercial Portal Product Owner and partner directly with the Digital Services Groups to execute on key initiatives and further ensure the Digital Platform is responsive to the needs of the broader organization. This position assists the Exchange Product Owner with complex Enterprise projects across the Commercial Bank, while assisting with multiple other significant projects that will have digital transformational impact on the enterprise and providing Exchange Platform support for Tier 3 issue escalation. This position will be involved in the largest and most impactful projects in the history of the Commercial Bank for BOK Financial.</p>     <h2>Team Culture</h2>   <p>We’ve created a fun, safe space for our team to brainstorm, ask questions, and find solutions. Everyone is encouraged to share their ideas for positive change, no matter what role or level. There is genuine care and concern for a job well done, and we lift one another to become even better. If we can help each other achieve more, then it helps us all. Recognition, integrity and the desire to help others are our winning combination.</p>     <h2>How You'll Spend Your Time</h2>   <ul> <li>You will assist the Exchange Director and Product Owner with complex projects across the Commercial Bank, including the digital transformation of the Exchange platform, while assisting with multiple other significant projects that will positively impact the enterprise. </li> <li>You will serve as a key resource on the Exchange Digital platform, processes, concepts, and questions and provide support for escalated Exchange issues from the LOB and Divisions using Exchange.</li> <li>You will leverage Agile Methodology for managing and executing on the Exchange Digital Roadmap by actively participating in the agile scrum process to ensure commercial digital initiatives and epics are being accurately prioritized and implemented through the product backlog. </li> <li>You will follow Change Management practices for successful implementation of Exchange Digital Roadmap. </li> <li>You will participate in all phases of SDLC (Software Development Life Cycle) for the Exchange Digital Platform: Discovery, Requirements, Oversight for Development / Testing, Deployment Planning and execution, Issue Resolution, Backlog Management, Support, Measurements (KPI), and Maintenance. </li> </ul>     <h2>Education &amp; Experience Requirements</h2>   <p>The required level of knowledge is normally acquired through completion of a bachelor’s degree in a business-related field and 3+ years of experience in Agile Methodology, Project Management, or Product ownership, or 5+ years equivalent work experience.</p> <ul> <li>Solid knowledge of Commercial Banking Digital Platform SDLC for Digital channels - Web and Mobile Apps</li> <li>Some knowledge and understanding of BOKF-related areas: Treasury Services, Wealth Management, Lending Digital Customer Access, Bank Operations, Okta, Commercial Digital Onboarding </li> <li>Strong knowledge of Agile software development processes with demonstrated experience coordinating teamwork flow in a fast-paced, deadline driven environment</li> <li>Knowledge and experience with Excel, Word, PowerPoint, Jira, Confluence, Database Tools such as MySQL, PowerBI </li> <li>Demonstrated ability to understand business needs and create clear, coherent requirements to guide effective program/initiative setup, execution, and control</li> <li>Demonstrated ability to utilize sound business judgement and tailor approach to drive optimal business outcomes</li> <li>Self-motivation, discipline, task focus, and a proven record of delivering high quality results within strict deadlines as well as within budget</li> <li>Strong organizational skills with ability to persist through ambiguity and move ahead regardless of barriers</li> <li>Demonstrated ability to partner across disciplines and with cross-functional teams</li> <li>Solid conceptual thinking and analytical skills with the ability to analyze complex problems that include interrelationships and dependencies </li> <li>Well-developed oral and written communication skills to effectively represent self and BOKF, as well as ability to present complex information and issues in a clear and concise manner</li> </ul>     <h2>Working Conditions &amp; Physical Requirements</h2>  Office   <p>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! <br> Apply today and take the first step towards your next career opportunity!<br>  <br> 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.</p> <p>Please contact <a href="#">recruiting_coordinators@bokf.com</a> with any questions. </p>

Consultant, Commercial Initiatives

<p>Req ID: 75230 </p> <p>Location: Tulsa -TUL, Albuquerque -ALBQ, Dallas -DAL, Houston -HOUS </p> <p>Areas of Interest: Bank Operations; Consumer Banker; Consumer Banking; Consumer Operations; Consumer Operations Support </p> <p>Pay Transparency Salary Range: Not Available </p> <p>Application Deadline: 08/11/2024</p> <p>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®.</p>    <h2>Bonus Type</h2>  Formula Based    <h2>Summary</h2>   <p>Are you looking to join a company where people truly care about making a difference? BOK Financial is committed to achieving more together by bringing passion and customer focus to the business. Join us today as a Personal Banker III.</p>     <h2>Job Description</h2>   <p>The Personal Banker III is an expert in providing the best client experience possible for BOKF’s clients. They are empowered and responsible for providing a superior experience on every interaction in a manner that builds a permanently engaged client. Interactions include providing answers or solutions on account activity, teller transactions, digital banking products, debit cards and a variety of other products or processes. The Personal Banker III will be able to effectively and efficiently handle client interactions and exceed client expectations. In addition, they will provide a level of support that makes clients feel assured that their needs have been completely and accurately resolved. The Personal Banker III may interact with clients in a variety of ways including in person, via phone and may utilize chat, email or other digital communication channels. </p>     <h2>Team Culture</h2>   <p>We’re passionate about what we do and it shows. Working with our peers across the bank to help our clients achieve their financial goals is rewarding.</p> <p>We’ve created a fun, safe space for you to brainstorm, ask questions, and find solutions. Everyone is encouraged to share their ideas for positive change, no matter what role or level.</p> <p>We support and lift one another up and help each other become better. Recognition, integrity and the desire to help others are our winning combination.</p>     <h2>How You'll Spend Your Time</h2>   <ul> <li>You will lead by example through superior client experience delivery, while supporting client financial expectations through a consultative needs based approach to understanding priorities. While providing consultative conversations to existing and prospective clients you will assess their financial needs and offer bank products and services to help clients accomplish their financial goals. </li> <li>You will resolve a variety of moderate to complex client problems while ensuring the highest level of client experience and satisfaction. You will own and lead efforts to solve client problems and service breaks and escalates issues to leadership when appropriate.</li> <li>You will provide a variety of teller transactions for clients (i.e., cashes checks, processes checking and savings account withdrawals and balances within standards, etc.) while seeking opportunities to deepen client relationships and identify opportunities to help clients meet their financial goals.</li> <li>You will ensure individual and team ownership of the BOKF brand experience through the delivery of a best in class client experience. You will own individual execution of key plays to drive client experience and loyalty while exercising sound judgment and empowerment in exception scenarios while balancing the long term effects to BOKF and the client.</li> <li>You will participate in professional development through training, engaging in self-improvement initiatives and skill-building activities to enhance product knowledge, systems knowledge, sales, and client relations skills. This will also be accomplished by actively participating in coaching and feedback sessions by setting goals and achieving results. </li> </ul>     <h2>Education &amp; Experience Requirements</h2>   <p>This level of knowledge is normally acquired through completion of high school diploma or equivalent and a minimum of 4+ years of sales or customer service experience or 2+ years of directly related experience in customer service, branch delivery or contact center experience; a college degree is a plus or equivalent combination of education and experience. Business Banking certification is preferred.</p> <ul> <li>Advanced knowledge of consumer financial products and services</li> <li>Advanced knowledge of bank banking, retail sales operations and/or contact center operations including phone, email and chat support</li> <li>Excellent verbal communication skills; effectively and courteously providing customer information, resolving issues and build relationships to gain information by asking appropriate questions</li> <li>Excellent written communication skills demonstrated by professional etiquette, proper grammar and punctuation</li> <li>Excellent problem-solving and conflict resolution skills</li> <li>Excellent product presentation skills, especially via telephone/e-mail/chat</li> <li>Ability to follow established standards and use judgment to determine when appropriate to escalate </li> <li>Strong basic math skills (addition, subtraction, multiplication, division) in order to reconcile accounts </li> <li>Strong PC application skills including word processing and spreadsheet packages and the ability to successfully navigate a variety of programs while maintaining efficiency is required for success</li> <li>Ability to complete multiple tasks at a time</li> <li>Strong interpersonal skills including sales and client relations skills, both in-person and via telephone</li> <li>Ability to effectively communicate in real-time via chat</li> <li>Detail oriented, high degree of accuracy</li> <li>Ability to work in a fast-paced environment &amp; under pressure, as needed</li> <li>Multi-channel experience is preferred</li> <li>Strong business banking acumen is preferred.</li> </ul>    <p>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! <br> Apply today and take the first step towards your next career opportunity!<br>  <br> 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.</p> <p>Please contact <a href="#">recruiting_coordinators@bokf.com</a> with any questions. </p>

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