New Accounts Specialist - Drive Seamless Banking Onboarding

Bancfirst Corporation

Oklahoma City (OK)

On-site

USD 38,000 - 52,000

Full time

43 hours ago
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Job summary

BancFirst Corporation in Oklahoma City is seeking an OKC New Account Specialist to assist customers with opening and closing accounts, review documentation, and liaise with bank operations to ensure accurate service delivery.

This onsite, full-time role requires strong organizational and communication skills, attention to detail, and ability to handle multiple requests while maintaining compliance and excellent customer service.

Qualifications

  • Bachelor’s degree or equivalent work experience.
  • 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.
  • 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

Organizational skills
Communication skills
Multitasking
Interpersonal skills
Attention to detail

Education

Bachelor’s degree or equivalent

Tools

Microsoft Office
Excel
Word

Job description

BancFirst Corporation in Oklahoma City is seeking an OKC New Account Specialist to assist customers with opening and closing accounts, review documentation, and liaise with bank operations to ensure accurate service delivery.

This onsite, full-time role requires strong organizational and communication skills, attention to detail, and ability to handle multiple requests while maintaining compliance and excellent customer service.

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