Accounts Onboarding & Operations Specialist

BancFirst Co.; Oklahoma City (OK); On-site; USD 42,000 - 56,000; Full time

Job summary

BancFirst in Oklahoma City is seeking a Customer Service/Accounts Associate to assist customers with opening and closing accounts and ensure documentation is complete.

You will work with internal teams to deliver quality banking services, maintain strong organizational skills, and communicate effectively to meet customer needs. This full-time role requires punctuality and the ability to handle multiple requests professionally.

Qualifications

• Bachelor’s Degree or equivalent work experience is preferred.
• Excellent PC and software application skills (Microsoft Office, Excel; Word)
• Extensive knowledge of opening Business Accounts
• Strong organizational skills
• Daily attendance and punctuality
• Critical thinking skills
• Ability to handle multiple requests in a professional manner
• Must possess solid written, verbal, and interpersonal skills.

Responsibilities

• Assists customers with opening and closing accounts.
• Assists in following up on any missing documentation.
• Act as a liaison between customers and bank operations to ensure the delivery of quality services to meet customer’s needs.
• Ensure compliance with all auditing Policies and Procedures are met
• Work independently and in a team environment to maximize productivity in an efficient manner.
• Established strong relationships with internal partners in Treasury Management and various other departments.
• Take ownership, perform with a sense of urgency and exceeded expectations by over-communicate
• Perform other special duties or assignments as requested or required by management team
• Create and Review all account documentation and assumes responsibility for proper documentation execution.

Skills

Customer service

Account handling

Attention to detail

Communication

Time management

Education

Bachelor's degree

Tools

Microsoft Office

Excel

Job description

BancFirst in Oklahoma City is seeking a Customer Service/Accounts Associate to assist customers with opening and closing accounts and ensure documentation is complete.

You will work with internal teams to deliver quality banking services, maintain strong organizational skills, and communicate effectively to meet customer needs. This full-time role requires punctuality and the ability to handle multiple requests professionally.