Treasury Deposit Account Coordinator (Tulsa, OK, US, 74101)
About The Position
If you are interested in a career in Treasury Services with an industry-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. We believe no challenge is too big and no opportunity is too small when we work together to build relationships. The Treasury Deposit Account Coordinator performs a more complex range of client on-boarding/account opening and record keeping duties. Assigned tasks are more complex and diverse in nature requiring broader and comprehensive experience, skill, and knowledge of Bank's policies and procedures while meeting regulatory and legal requirements. Operates somewhat independently while in a team setting; performs considerable eye/hand coordination and follow-through; sets priorities for accomplishing work assignments adhering to the team's SLAs. Our teams are decentralized. We stay in communication with one another to make sure we deliver a consistent message. We learn from one another and draw on each other's level of experience, no matter what location. Our team is fun, engaging, and inspiring. We take initiative, focus on the final goal, set priorities, create win-wins, and seek to understand, synergize, and maintain a work-life balance.
Requirements
- This level of knowledge is normally acquired through completion of an Associate's Degree and 4-5 years experience in bank operations or customer service position or 8-10 years bank operations or customer service position. Experience and/or knowledge of banking is preferred.
- Excellent knowledge of banking operations
- Excellent PC and software application skills; ability to operate a 10 key by touch
- Excellent bank regulation knowledge (BSA/AML - Customer Due Diligence)
- Excellent interpersonal, verbal, and written communication skills
- Excellent ability to handle multiple tasks simultaneously in a competent and professional manner
- Excellent problem solving/research skills
Responsibilities
- You will download and review required corporate documents and check for accuracy before opening a new account
- You will prepare all required account opening documents
- You will open accounts including demand deposit accounts and certificate of deposit accounts once all account documents
- You will fix any errors that are sent back by our relationship management department
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Industry
Securities, Commodity Contracts, and Other Financial Investments and Related Activities
Education Level
Associate degree
Number of Employees
5,001-10,000 employees
