Treasury Client Services Manager

Posted Yesterday
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Oklahoma City, OK, USA
In-Office
Senior level
Insurance • Financial Services
The Role
Lead the Treasury Client Services team to deliver high-quality customer service for treasury products, handle escalations, train staff, maintain processes, and assist with complex implementations like Lockbox, Positive Pay, and Integrated Payables.
Summary Generated by Built In

 

 

Treasury Client Services Manager

Treasury Services Department

Oklahoma City, OK



 

Onsite Position

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

Full Time




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


The Treasury Client Services Manager is responsible and accountable for leading the Treasury Client Services team in 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 inquiries, etc. Additionally this manager will handle escalated client service issues, and employee training and development.


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. 


Maintain accurate and up to date Treasury Client Services processes, guidelines and procedures. Provide feedback to Treasury Services leadership regarding the success or deficiencies of existing processes or guidelines. 


The Treasury Client Services Manager will also work closely with our Treasury Service Operations team and will be responsible for assisting customers that have more complex implementation needs where product and technical knowledge will be outside the expertise of Treasury Sales Officers. This includes, but is not limited to Lockbox, Positive Pay and Integrated Payables. 


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


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

Minimum of 5 years in Banking Operations and/or Treasury Services.

Minimum of 2 years in managing a team. 

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 Services.

Proficient in Microsoft Office and knowledge of, or the ability to quickly learn, banking software applications.


PREFERRED SKILLS AND QUALIFICATIONS

 

Bilingual (Spanish) a plus.


 

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

  • Minimum of 5 years in Banking Operations and/or Treasury Services
  • Minimum of 2 years in managing a team
  • Excellent customer service skills
  • Critical thinking skills
  • Ability to work well under stress and deadlines
  • Ability to multi-task, organize and prioritize
  • Ability to acquire an understanding of Treasury Services
  • Proficient in Microsoft Office
  • Knowledge of, or ability to quickly learn, banking software applications
  • Bilingual (Spanish)
  • Ability to sit/stand for long periods and constant computer use; ability to lift/move 10 pounds

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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