Treasury Management Support Specialist jobs in United States
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BancFirst · 8 hours ago

Treasury Management Support Specialist

BancFirst is a $14 billion bank committed to investing in the future of Oklahoma communities. The Treasury Management Support Specialist acts as the primary support for all treasury solutions, assisting Treasury Management Sales Officers with various tasks and customer requests.

BankingCommercialFinancial Services

Responsibilities

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

Qualification

Banking experienceTreasury ManagementCustomer serviceMicrosoft OfficeCritical thinkingMulti-taskingWork under stressBilingual (Spanish)Organizational skills

Required

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

Bilingual (Spanish) a plus

Benefits

Employees enjoy excellent benefits and a learning environment that allows them to continuously improve their skills to deliver highly personalized service to customers.

Company

BancFirst

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BancFirst provides a range of commercial banking services to retail customers, and small to medium-sized businesses.

Funding

Current Stage
Public Company
Total Funding
$3.65M
2015-04-28Post Ipo Equity· $3.65M
1993-04-08IPO

Leadership Team

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Kevin Callahan
Chief Technology Officer
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Kevin Lawrence
Chief Financial Officer
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Company data provided by crunchbase