Operations Support Specialist

BancFirst Corporation; Oklahoma City (OK); Sur place; USD 36 000 - 48 000; Plein temps

Résumé du poste

BancFirst Corporation in Oklahoma City is seeking an OKC New Account Specialist to assist customers with opening and closing accounts and coordinate with bank operations for quality service.

The role requires strong organizational and communication skills, with the ability to work both independently and in a team, and to follow up on documentation to ensure accuracy and compliance.

Qualifications

• Bachelor’s degree or equivalent experience preferred.
• Proficient in Microsoft Office, especially Excel and Word.
• Experience with opening Business Accounts and documentation.

Responsabilités

• Assists customers with opening and closing accounts.
• Assist in following up on any missing documentation.
• Act as liaison between customers and bank operations to ensure quality service.
• Ensure compliance with auditing Policies and Procedures.
• Work independently and in a team to maximize productivity.
• Build relationships with internal partners in Treasury Management and other departments.
• Take ownership and communicate clearly to exceed expectations.
• Perform other duties as assigned by management.
• Create and review all account documentation and ensure proper execution.

Connaissances

Customer service

Account opening

Data entry

Communication

Time management

Multitasking

Written and verbal communication

Formation

Bachelor’s Degree or equivalent

Outils

Microsoft Office

Excel

Word

Description du poste

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

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.