Client Services Support Specialist

Posted 2 Days Ago
Be an Early Applicant
Oklahoma City, OK, USA
In-Office
Entry level
Insurance • Financial Services
The Role
Provides phone, email, and virtual appointment support to internal and external treasury clients. Resolves technical and product-functionality issues, conducts training assessments, addresses confidential matters, and ensures client requests are satisfied. Identifies additional treasury service needs and communicates follow-up information to Treasury Management Officers. Requires strong communication, listening, critical-thinking, multitasking, and customer-service skills in a fast-paced onsite banking environment.
Summary Generated by Built In

Client Services Support Specialist

Treasury Services Department

Oklahoma City, OK



 

Onsite Position

BancFirst Tower, Downtown Oklahoma City: 100 N. Broadway, Oklahoma City 73102

Full Time: 8:30 a.m. to 5:30 p.m. M-F




ESSENTIAL DUTIES AND RESPONSIBILITIES include the following: (Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions)


A Treasury Client Services Support Specialist is accountable for delivering high quality, extraordinary customer service to both internal and external clients through day-to-day phone calls, emails or virtual appointments. These interactions may include resolving technical issues, product functionality inquires, training assessments, etc. 


These interactions are highly sensitive and deal with confidential matters. A business professional image, phone presence and demeanor must be used at all times to achieve client satisfaction and retention while following all policies, procedures and federal regulations. 


Successfully satisfy the initial request and refer any Treasury services needs you may have uncovered during the interaction. Communicate to the Client’s Treasury Management Officer with any information they may need, to follow up with the Client.


A Treasury Client Services Specialist is successful when utilizing their critical thinking skills and their ability to listen and communicate both written and verbal, in a fast pace environment. 


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

 

Proficiency with Microsoft Office and knowledge of, or the ability to quickly learn banking software applications


Able to perform in a highly sensitive environment, deal with confidential matters, multitask and meet deadlines


Work well individually and with a team while maintaining a positive attitude


Must demonstrate a business professional image and demeanor


Outstanding listening and communication skills, both written and verbal

Possess critical thinking skills

Excellent work ethic


PREFERRED SKILLS

Knowledge of general banking and Treasury Management Products and Services


Bachelor's degree or equivalent work experience


 

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 10 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 Required

  • Proficiency with Microsoft Office
  • Knowledge of or ability to quickly learn banking software applications
  • Ability to handle confidential matters and work in a highly sensitive environment
  • Ability to multitask and meet deadlines
  • Ability to work independently and as part of a team
  • Professional business image and demeanor
  • Outstanding written and verbal communication skills
  • Strong listening skills
  • Critical-thinking skills
  • Excellent work ethic
  • Knowledge of general banking and Treasury Management Products and Services
  • Bachelor's degree or equivalent work experience

BancFirst Corporation Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about BancFirst Corporation and has not been reviewed or approved by BancFirst Corporation.

  • Healthcare Strength Medical coverage is employer‑subsidized with broad coverage that includes some services at full coverage with preferred providers, supporting manageable out‑of‑pocket costs.
  • Retirement Support Employees have access to both a 401(k) with a company match and a broad‑based ESOP with discretionary company contributions, enhancing long‑term total compensation.
  • Leave & Time Off Breadth Company materials highlight generous paid time off and holidays, alongside resources such as an Employee Assistance Program and gym‑membership subsidies.

BancFirst Corporation Insights

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The Company
HQ: Oklahoma City, OK
1,305 Employees

What We Do

With assets of over $12 billion, BancFirst has grown to more than 100 locations in 60 Oklahoma communities. We are committed to investing in the future of our communities by offering personal and commercial products, trust, insurance, and investment services. For the 13th consecutive year, BancFirst is rated as one of the "Nation's Strongest and Safest Banks"​ by Bank Director magazine. For the 8th consecutive year, BancFirst is included on the KBW Bank Honor Roll. BancFirst is a publicly held company and is listed on the NASDAQ National Market System under the symbol BANF. Member FDIC • Equal Housing Lender

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