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