Treasury Services Implementation Specialist
About The Position
The Treasury Services Implementation Specialist supports and communicates with Treasury Management Officers and their support staff to establish new treasury services and digital banking platforms and to handle modifications for the Bank’s customers. This is an onsite, full-time position at BancFirst Tower in downtown Oklahoma City, Oklahoma. The specialist manages customer service forms, helps with platform setups and customer WebEx training, and develops a strong understanding of treasury products and services. The role also assists with account analysis billing and reporting, helps research and resolve operational issues, and provides feedback to management on products, protocols, guidelines, and processes. Regular, consistent attendance and punctuality are essential. Other duties and projects may be assigned, and responsibilities may change.
Requirements
- At least 2 years of banking experience; commercial client services or Treasury Management experience is preferred.
- Excellent customer service skills.
- Critical-thinking skills.
- Ability to work well under stress and 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 or feeling; reach with hands and arms; and talk, see, and hear.
- Ability to sit and/or stand for long periods during the workday, with long periods of typing and repetitive motion.
- Ability to lift, move, and carry up to 5 pounds.
Nice To Haves
- Bilingual Spanish skills.
- Experience in Commercial Client Services or Treasury Management.
Responsibilities
- Implement and maintain customer service forms accurately and on time; create and deliver forms to local markets and process completed, 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 the Bank’s 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 in researching and resolving operational issues and discrepancies related to form completion.
- Take appropriate action to meet customer needs using good judgment about when management involvement is required.
- Provide management with feedback on the success or deficiencies of products, protocols, guidelines, and processes, and contribute to product development and process updates.
- Maintain regular and consistent attendance and punctuality.
- Perform other assigned job duties and projects.
Benefits
- Employees enjoy excellent benefits.
- Learning environment that supports continuous improvement of skills.
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What This Job Offers
Job Type
Full-time
Education Level
No Education Listed
