Treasury Services and Digital Banking Implementation Specialist
About The Position
The Treasury Services and Digital Banking Implementation Specialist supports and communicates with the Bank’s Treasury Management Officers and their support staff to establish new treasury services and digital banking platforms and handle modifications for customers. The role is based onsite at BancFirst Tower in downtown Oklahoma City. The specialist implements and maintains customer service forms, supports platform setup and customer WebEx training, develops knowledge of treasury products and services, and assists with account analysis billing and reports. The role also helps research and resolve operational issues, uses judgment to address customer needs, and provides feedback to management on products, processes, and guidelines. Regular and consistent attendance and punctuality are essential. Other duties and projects may be assigned, and responsibilities may change. BancFirst describes itself as a $13 billion bank serving 60 Oklahoma communities and offering personal and commercial banking, trust, insurance, and investment services. The company states that employees have access to excellent benefits and a learning environment for continued skill development. BancFirst is an Equal Opportunity employer.
Requirements
- At least 2 years of banking experience; experience in Commercial Client Services or Treasury Management is preferred.
- Excellent customer service skills.
- Critical thinking skills.
- Ability to work well under stress and meet deadlines.
- Ability to multitask, organize, and prioritize.
- Ability to acquire an understanding of treasury products and services.
- Proficiency in Microsoft Office and knowledge of, or ability to quickly learn, banking software applications.
- Ability to operate a computer keyboard and use hands and fingers for handling, feeling, and repetitive typing.
- Ability to reach with hands and arms and to talk, see, and hear.
- Ability to sit and/or stand for long periods during the workday.
- Ability to lift, move, and carry up to 5 pounds.
Nice To Haves
- Commercial Client Services or Treasury Management experience.
- Bilingual Spanish skills.
Responsibilities
- Implement and maintain customer service forms accurately and on time, create and deliver forms to local markets, and process completed and signed forms when returned.
- Cross-train and serve as a backup for platform setups and customer WebEx trainings.
- Develop and maintain a full understanding of treasury products and services.
- Assist with account analysis billing and the creation and maintenance of reports as needed.
- Explain and administer products and services with strong communication, knowledge, proficiency, and professionalism.
- Assist Treasury Management Officers with researching and resolving operational issues and discrepancies related to form completion.
- Initiate appropriate actions to meet customer needs, using judgment about when management involvement is required.
- Provide management feedback on existing products, protocols, guidelines, and processes, and contribute to new product development and process or guideline updates.
- Maintain regular and consistent attendance and punctuality.
- Perform other assigned job duties and projects.
Benefits
- Excellent benefits
- Learning environment that supports continuous improvement of employee skills
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
