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Records Management Analyst

tulsa, ok • Posted 6 days ago
Onsite Full Time Investing & Investment Banking

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Records Management Analyst

Location: Tulsa -TUL

Areas of Interest: Bank Operations

Pay Transparency Salary Range: Not Available

Application Deadline: 08/26/2026

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

Our bank operations team ensures seamless financial transactions while driving forward-thinking infrastructure modernization. They excel in system integration, secure data handling, and fostering a collaborative workplace. By prioritizing risk mitigation alongside regulatory compliance, operational resilience, and cost-effective management, they fuel the bank's growth and success.

Job Description

The Records Management Analyst is responsible for the secure handling, storage, movement, and lifecycle management of physical records in a warehouse and imaging support environment. This role performs physically demanding work, including frequent lifting of heavy materials and operation of powered industrial equipment, while also supporting records accuracy, intake validation, analyst level activities, and business continuity as backup for Imaging Analyst I functions. The position requires independent judgment, strict adherence to compliance standards, equipment certification, and cross-functional coordination, and directly supports audit readiness, regulatory compliance, and operational continuity.

Team Culture

Our culture is built on collaboration and partnership, where we prioritize building strong relationships. We are dedicated to exceeding expectations by creating streamlined solutions, mitigating risk, and increasing scalability, while ensuring effective communication and portfolio growth. As apart of our team, people are trusted to do meaningful work, supported by leaders who invest in your growth and see your potential from day one.

How You’ll Spend Your Time

  • You will manage records intake, storage, movement, and disposition while ensuring accurate tracking and compliance.
  • You will safely perform warehouse operations involving lifting, carrying, stacking, and transporting records.
  • You will operate forklifts and warehouse equipment to store, retrieve, and relocate materials efficiently.
  • You will maintain records organization and integrity through labeling, reboxing, documentation, and tracking.
  • You will support compliance efforts by validating records, resolving exceptions, and assisting with audits.
  • You will prepare records for destruction, support imaging processes, and assist with special projects.

Education & Experience Requirements

This level of knowledge is normally acquired through completion of a High School Diploma and 1-2 years of directly related experience in records management, imaging operations, warehouse operations, or regulated document environments. Experience operating forklifts or powered industrial equipment preferred.

  • Forklift certification preferred, or ability to obtain upon hire. Ability to perform equipment safety inspections
  • Ability to perform repetitive heavy lifting and physical work in a warehouse environment
  • Strong attention to detail and accuracy in record handling and documentation
  • Working knowledge of records retention, compliance, and audit standards
  • Ability to follow structured procedures while exercising sound judgment
  • Capability to support analyst-level tasks and backup imaging functions
  • Strong safety awareness and accountability

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!

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.

Investing in our talent and building a great workplace is a top priority for us.

For 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
  • $53.2 billion in assets*
  • $129.3 billion in assets under management and administration*
  • $9.3 million donated to local nonprofits in 2025
  • 56,000 volunteer hours by our employees in 2025

Nearest Major Market: Tulsa

Nearest Secondary Market: Oklahoma

Job Segment: Bank, Banking, Manager, Finance, Management

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