
Posted 20 days ago
Treasury Services Implementation Specialist
AI Summary
Implements and maintains treasury services and digital banking setups for customers, processes customer service forms, and supports Treasury Management Officers with operational issues and training.
About this role
Treasury Services Implementation Specialist
Support Center Oklahoma City, OK
LOCATION
Onsite position
BancFirst Tower
Downtown Oklahoma City
100 N. Broadway Ave.
Oklahoma City, OK 73102
HOURS
Full Time
SUMMARY
The Treasury Services and Digital Banking Implementation Specialist is a key position of support and communication for the Bank’s Treasury Management Officers and their support staff to establish new or handle modifications for all treasury services and digital banking platforms for our customer base.
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Responsible for the timely & accurate implementation and maintenance of customer service forms, creating and delivering to local markets and processing completed, signed forms when returned back to the department
Crosstrain and become a backup on platform set ups and customer WebEx trainings
Responsible for a full understanding and knowledge of our treasury products and services
Assist with account analysis billing, creation and maintenance of various reports, etc. when needed
Displays strong communications skills, knowledge, proficiency and professionalism in explaining and administering products/services
Assists Treasury Management Officers with researching and resolving operational issues and discrepancies related to forms completion.
Appropriately initiates actions necessary to meet customer needs without explicit management direction or guidance. Uses good judgment in determining when management involvement is required
Provides feedback to Treasury Services and Digital Banking Management regarding the success/deficiencies of existing products, protocols, guidelines and processes and is a key contributor in implementing new product development, solutions to updating guidelines and processes, etc.
Regular and consistent attendance and punctuality is an essential function of this position.
Perform other job duties and projects as assigned
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
REQUIREMENTS
Minimum of 2 years banking experience, with preferred experience in Commercial Client Services or Treasury Management
Excellent customer service skills
Critical thinking skills
Must work well under stress and deadlines
Ability to multi-task, organize and prioritize
Ability to acquire an understanding of Treasury products and services
Proficient in Microsoft Office and knowledge of, or the ability to quickly learn, banking software applications
PREFERRED SKILLS AND QUALIFICATIONS
Bilingual (Spanish) a plus
PHYSICAL REQUIREMENTS
Constant use of computer screens
Ability to operate a computer keyboard, use hand to finger, handle or feel, reach with hands and arms, and talk, see or hear
Intermittently standing, stooping, bending at the waist, walking, kneeling or crouching
Ability to sit and/or stand for long periods of time during the workday
Long periods of typing and repetitive motion
Ability to lift and/or move and carry up to 5 pounds
Hometown service, statewide strength. BancFirst is committed to investing in the future of Oklahoma communities. BancFirst is a $13 billion bank offering personal and commercial products, trust, insurance, and investment services in sixty Oklahoma communities. Employees enjoy excellent benefits and a learning environment that allows them to continuously improve their skills to deliver highly personalized service to customers.
EOE - BancFirst is an Equal Opportunity employer.
Diversity…Our differences enhance business performance.
Skills
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