TransFund Client Solutions Analyst III
Listed on 2026-06-23
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Finance & Banking
Banking & Finance
Transfund Client Solutions Analyst II
Location: Tulsa
-TUL
Areas of Interest: Customer Service/Call Center;
Accounting;
Commercial Banking, Trans Fund Debit Card & Merchant Processing
Final date to receive applications: 07/06/2026
Job DescriptionThe Trans Fund Client Solutions Analyst III is a subject matter expert providing advanced operational, technical, and accounting support to Trans Fund customers (460+ Financial Institutions). They troubleshoot technical issues with various resources, train and assist junior analysts, handle escalated calls, and maintain policy documentation.
How You'll Spend Your Time- You will handle sensitive customer and vendor calls while resolving complex issues that require careful analysis and procedural decisions.
- You will coordinate the resolution of operational, technical, and accounting issues with clients, vendors, and internal teams.
- You will address customer concerns, remove redundancies, enhance efficiencies, and support greater utilization of new products and services.
- You will introduce automation solutions that streamline labor‑intensive processes and improve workflow performance.
- You will provide detailed expertise on Trans Fund products and services while maintaining ongoing education on key EFT industry topics.
- You will deliver primary ATM technical support, monitor daily fraud alerts, and coordinate vendor dispatch when needed.
- You will conduct training for financial institutions on multiple vendor applications and Trans Fund solutions.
This level of knowledge is normally acquired through completion of Associate’s Degree or higher in Banking and/or Accounting related field of study and/or 3-5 years in an EFT processing environment or equivalent combination of education and experience.
- Communication Skills
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Clear and consistent communication is crucial for building trust and managing expectations. This includes both verbal and written communication. - Active Listening
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Understanding client needs and concerns by actively listening helps in providing tailored solutions. - Analytical Skills
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Understanding financial reports, data analysis and research. - Trouble shooting and Problem‑Solving
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Identifying potential problems and managing risks effectively. Identifying issues and developing effective solutions based on data analysis. This skill is essential for addressing client challenges and improving processes. The ability to offer compelling solutions to client challenges and proactively address issues. - Industry Knowledge and Technical Proficiency
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Advanced knowledge of ATM, debit and credit card network processing, bank operations policies and procedures, exception processing, payments/collections, ACH and other electronic network services and operations. Ability to familiarize and efficiently use multiple vendor applications and product software. - Relationship Management
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Building and maintaining strong relationships with clients to foster loyalty and long-term partnerships. - Motivating Others
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Encouraging and rewarding team members to achieve milestones and maintain high performance.
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.
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