Treasury Client Services Manager in Oklahoma , Oklahoma
Listed on 2026-07-15
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Finance & Banking
Banking & Finance, Bank Customer Service
Treasury Client Services Manager
Treasury Services Department
Oklahoma City, OK
Onsite Position
Banc First Tower, Downtown Oklahoma City: 100 N. Broadway, Oklahoma City 73102
Full Time
Essential Duties And Responsibilities Include The Following: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.
RequirementsMinimum 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 QualificationsBilingual (Spanish) a plus.
Physical RequirementsConstant 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
Hometown service, statewide strength. Banc First is committed to investing in the future of Oklahoma communities. Banc First 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 - Banc First is an Equal Opportunity employer.
Diversity…Our differences enhance business performance.
Equal employment opportunity, including veterans and individuals with disabilities.
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