Transfund Client Solutions Analyst II
BOK FinancialAbout the role
Req ID: 76639
Location: Tulsa -TUL
Areas of Interest: Accounting; Bank Operations; Customer Service/Call Center
Pay Transparency Salary Range: Not Available
Application Deadline: 06/27/2025
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
BOKF Performance Plan (D02)Summary
If you are looking for a role 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!
Job Description
The TransFund Client Solutions Analyst II is primarily responsible for providing mid-level operational and technical support for TransFund customers (350+ Financial Institutions); troubleshoot technical problems working with a variety of resources, including ATM vendors, Card vendor, Third Party Processors, ATM switch provider, TransFund Relationship Managers/Project Managers, other networks and various contacts within the customer organizations; supplies training and assistance to entry level TF Client Solutions Analyst I.
Team Culture
All work is completed as a team, and each function is interdependent on the others. We are a close-knit, diverse group that works toward a common goal and is committed to each other’s success. We build relationships with subject matter experts across the organization to gain a greater appreciation for their role and the service they provide to our communities.
We’ve created a space for us to brainstorm, ask questions, and find solutions during our weekly one on one meetings. Group learning and idea sharing are encouraged for positive change, regardless of one’s role or level.
We achieve more together by being involved, committed, and collaborative. We respect, honor and praise one another for a job well done. We celebrate each other's wins, big and small.
How You'll Spend Your Time
- You will conduct training to Financial Institutions for multiple applications, Fraud Monitoring and Fraud Prevention services (7 different services) and Electronic Equipment to include card printers and ATM machines.
- You will coordinate resolutions to operational, technical and accounting problems with TransFund clients, Card vendors, Third Party Processors, ATM Switch providers, TransFund Relationship Managers/Project Managers and internal staff. You will respond to ATM terminal problems and provide support for balancing and dispute issues.
- You will be accountable for mitigating loss of business risk by being professional, courteous and accurate with all information provided. You will be knowledgeable and able to provide detailed information regarding TransFund products and services to help generate sales; and participate in ongoing education specific to the EFT industry including, but not limited to, EMV, tokenization and Federal Regulations.
- You will provide hands-on support for TF Client Representatives I to include systems, products and customer service support skills.
- You will maintain integrity of quality control systems by identifying operational problems/trends with TransFund services and products and ensure follow up/resolution of reported problems communicating root cause of issue.
- You will recognize, analyze and suggest solutions to recurring problems and report those issues to TF Client Services Representative III.
Education & Experience Requirements
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