Treasury Services Implementation Specialist

Posted 10 Days Ago
Be an Early Applicant
Oklahoma City, OK, USA
In-Office
Junior
Insurance • Financial Services
The Role
Supports Treasury Management Officers by implementing and maintaining treasury services and digital banking setups, processing customer forms, assisting with billing and reporting, delivering training, resolving operational discrepancies, and contributing to product and process improvements.
Summary Generated by Built In

 

 

Treasury Services Implementation Specialist

Support Center Oklahoma City, OK

                                                             

 

LOCATION

Onsite position

BancFirst Tower

Downtown Oklahoma City

100 N. Broadway Ave.

Oklahoma City, OK  73102

 

 

HOURS

 

Full Time 

 

SUMMARY

 

The Treasury Services and Digital Banking Implementation Specialist is a key position of support and communication for the Bank’s Treasury Management Officers and their support staff to establish new or handle modifications for all treasury services and digital banking platforms for our customer base.

 

 

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

 

Responsible for the timely & accurate implementation and maintenance of customer service forms, creating and delivering to local markets and processing completed, signed forms when returned back to the department

 

Crosstrain and become a backup on platform set ups and customer WebEx trainings 

 

Responsible for a full understanding and knowledge of our treasury products and services

 

Assist with account analysis billing, creation and maintenance of various reports, etc. when needed 

 

Displays strong communications skills, knowledge, proficiency and professionalism in explaining and administering products/services

 

Assists Treasury Management Officers with researching and resolving operational issues and discrepancies related to forms completion.

 

Appropriately initiates actions necessary to meet customer needs without explicit management direction or guidance. Uses good judgment in determining when management involvement is required 

 

Provides feedback to Treasury Services and Digital Banking Management regarding the success/deficiencies of existing products, protocols, guidelines and processes and is a key contributor in implementing new product development, solutions to updating guidelines and processes, etc.


Regular and consistent attendance and punctuality is an essential function of this position.

 

Perform other job duties and projects as assigned

 

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 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

 

 

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 up to 5 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 2 years of banking experience
  • Preferred experience in Commercial Client Services or Treasury Management
  • 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
  • Knowledge of, or ability to quickly learn, banking software applications
  • Bilingual Spanish skills

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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