OKC New Account Specialist

BancFirst; Oklahoma City (OK); On-site; USD 35,000 - 45,000; Full time

Job summary

BancFirst in Oklahoma City is seeking an OKC New Account Specialist to support customers with opening and closing accounts on an onsite basis. The role involves handling documentation, coordinating with bank operations, and ensuring accurate account setup.

The ideal candidate has strong PC skills, experience with Microsoft Office, and a proven ability to manage multiple requests with professionalism. This full-time role offers an opportunity to contribute to customer service excellence in a

Qualifications

• Bachelor’s Degree or equivalent work experience 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

Communication

Attention to detail

Team collaboration

Education

Bachelor’s Degree or equivalent

Tools

Microsoft Office Suite

Excel

Word

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

OKC New Account Specialist

Oklahoma City-Downtown-Hourly Full-time Professional 1 OKC, Oklahoma City, OK, US

7 days ago Requisition ID: 5512

OKC New Account Specialist

Onsite Position

BancFirst Tower Downtown Oklahoma City:

100 N. Broadway Avenue, Oklahoma City 73102

Full Time: 8 a.m. to 65p.m. M-F

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.

• 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.

REQUIREMENTS

• 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 request in professional manner
• Must possess solid written, verbal, and interpersonal skills.

PHYSICAL REQUIREMENTS

Constant use of computer screens and reading of reports

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 to file materials

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

Hometown service, statewide strength. BancFirst is committed to investing in the future of Oklahoma communities. BancFirst is a $13 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.
EOE - BancFirst is an Equal Opportunity employer.