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Financial Services Training Specialist

2 months ago

Oklahoma City, Oklahoma, United States BancFirst Corporation Full time
Job Summary

A Financial Services Training Specialist leads virtual training sessions with new business clients and new users on all of our various financial products and services.

Key Responsibilities
  • Responsible for the timely client contact via phone call and/or email with the first 24-48 hours of receiving a training request.
  • Timely and consistent communication with our clients, banking officers and the financial services department is crucial to the successful closing of a new financial sale or service.
  • Responsible for managing your training queue, SLAs and training pipeline. All client communications must be documented in the training queue and progress documented in the training pipeline.
  • Responsible for seeking continued education and always learning on our financial products and services.
  • Knowledgeable in our retail banking products, such as checking and savings accounts, personal online banking, consumer remote deposit capture, bill pay, consumer loans, etc.
  • Must understand account analysis/hard charge billing, creation and maintenance of various service forms and the process to follow when customer service is needed.
  • Must display strong, always positive, communication skills and professionalism while training virtually or through email to external and internal clients, alike.
  • Refer all customer requests, operational issues or continued service after the sale to the appropriate department(s) as soon as possible but no later than the end of the working day.
Requirements
  • Minimum of 2 years banking experience, with preferred experience in Financial Services or Client Services.
  • 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 Financial products and services.
  • Proficient in Microsoft Office and knowledge of, or the ability to quickly learn, banking software applications.
Preferred Skills and Qualifications
  • Bilingual (Spanish) a plus
Physical Requirements
  • Constant 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 up to 5 pounds.