Treasury Management Support Specialist
Oklahoma City, OK
Onsite Position
Banc First Tower, Downtown Oklahoma City
100 N. Broadway Avenue, Oklahoma City, OK 73102
Full Time
SUMMARY
The Treasury Management Support Specialist is a key contact for the Treasury Management Sales Officers at Banc First acting as the primary support for all treasury solutions.
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.
Some of the functions include but are not limited to:
- Preparing treasury services forms for new setups as well as modifications to the existing setups.
- Working implementation, closed and training reports daily with a follow up to treasury officers.
- Working training Kase reports and keep the implementation pipeline updated
- Verifies new income on treasury officers’ pipelines to ensure fees are entered into the fee table correctly.
- Works the closed AA reports monthly with a follow up to treasury officers.
- Prepares certain invoices monthly.
- Monitor certain reports for various products.
- Assisting treasury officers with various customers’ requests - account verification letters, cashier’s check requests, etc.
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
Regular and consistent attendance is an essential function of this position
Hometown service, statewide strength. Banc First is committed to investing in the future of Oklahoma communities. Banc First is a $12 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.
Banc First is an Equal Opportunity and Affirmative Action employer.
Diversity…Our differences enhance business performance.