Treasury Management Support Specialist

BancFirst CorporationOklahoma City, OK
2dOnsite

About The Position

The Treasury Management Support Specialist is a key contact for the Treasury Management Sales Officers at BancFirst acting as the primary support for all treasury solutions.

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.

Nice To Haves

  • Bilingual (Spanish) a plus

Responsibilities

  • Preparing treasury services forms for new setups as well as modifications to the existing setups.
  • Working implementation, closed and training reports daily with a follow up to treasury officers.
  • Working training Kase reports and keep the implementation pipeline updated
  • Verifies new income on treasury officers’ pipelines to ensure fees are entered into the fee table correctly.
  • Works the closed AA reports monthly with a follow up to treasury officers.
  • Prepares certain invoices monthly.
  • Monitor certain reports for various products.
  • Assisting treasury officers with various customers’ requests - account verification letters, cashier’s check requests, etc.
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