Treasury Client Svcs Professional II (Fintech)

TL;DR

Treasury Client Services Professional II (Fintech): Providing technical and operational support for commercial banking customers with an accent on treasury optimization and fraud risk reduction. Focus on managing DDA and Treasury Management products, resolving customer issues via Salesforce, and ensuring regulatory compliance.

Location: Must be based in Oklahoma City, OK or Tulsa, OK

Company

hirify.global Corporation Group is a stable and financially strong organization providing comprehensive banking and investment services.

What you will do

• Manage a portfolio of commercial and corporate clients by reviewing receivables, settlement activity, and account needs.
• Review account documentation and partner with Compliance and Legal to address regulatory requirements and exceptions.
• Troubleshoot and resolve DDA (IMPACS) and Treasury Management system or product issues alongside Operations, IT, and vendors.
• Serve as the primary customer contact, providing timely responses, clear updates, and effective issue resolution.
• Build strong customer relationships through proactive outreach, consultative support, fraud awareness, and product training.
• Track issues and trends in Salesforce and identify cross-sell opportunities with Relationship Managers.

Requirements

• Bachelor’s Degree and 3-4 years’ experience in bank operations or customer service, or 7-8 years’ equivalent experience.
• Strong knowledge of banking and Treasury Management products.
• Proficiency in bank operations and customer service etiquette.
• Competence with Microsoft Office (Excel, Word) and ability to learn new software applications.
• Excellent interpersonal, verbal, and written communication skills.
• Must be based in Oklahoma City or Tulsa, OK

Culture & Benefits

• Environment thriving on integrity, collaboration, and innovation.
• Dedication to continuous learning to remain at the forefront of industry trends.
• Supportive and visionary team where individual skills are celebrated.
• Stable organization focused on long-term career development and training.