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Prosperity Bank

Treasury Implementation Specialist (FT) - Tulsa/OKC/Victoria Full Time Treasury Mgmt HARVARD, Tulsa ... Ability to assist others. Able to use PC, calculator, phone, and all related business equipment. #J ...

KIPP

Teacher Assistant 2025-2026

Oklahoma City, OK · On-site

$13 - $16.50/hr

As a KIPP OKC Teacher Assistant, your core responsibilities include: 1. Conduct instructional ... exercises assigned by the teacher working with individual students or small groups. 2. Assist with ...

KIPP

Teacher Assistant 2025-2026

Oklahoma City, OK

$13 - $16.50/hr

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Iris Senior Living

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PLACE

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Addison Group

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Centralized location Responsibilities of Staff Accountant Job in OKC: * Account reconciliations * Financial Reporting * Journal entries * Bill creation and audit * Assist in general ledger ...

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Treasury Implementation Specialist (FT) - Tulsa/OKC/Victoria

Tulsa, OK • On-site

Prosperity Bank
Commercial Banking • 1 - 5K employees
Learn more about Prosperity Bankexternal

Other

Posted 14 days ago

Key responsibilities

  • Develop onboarding plans, execute legal documentation, and perform client training sessions for Treasury products and services.

  • Communicate with clients regarding Treasury Management products and onboard Treasury products and services for new and existing clients.

  • Collaborate with clients and internal teams to ensure a positive onboarding experience and client satisfaction.

Prosperity Bank rating

6.5

Company rating: 6.5 out of 10

Based on 45 frontline employees who took The Breakroom Quiz

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.

Treasury Implementation Specialist (FT) - Tulsa/OKC/Victoria

Full Time Treasury Mgmt HARVARD, Tulsa, OK, US

3 days ago Requisition ID: 10928

Selected applicant must be able to work in-office in Oklahoma City, OKC, Oklahoma, Tulsa, Victoria, or Texas

POSITION DESCRIPTION

The Treasury Management Implementation Specialist will be responsible for the Implementation of Treasury services for commercial clients across the Prosperity Bank footprint. The Implementation Specialist will develop onboarding plans, execute legal documentation, and perform client training sessions for all Treasury products and services. This role will require close collaboration with our clients and internal business partners to ensure an exceptional client experience.

ESSENTIAL FUNCTIONS AND BASIC DUTIES

1. Assumes responsibility for effective and timely performance of assigned functions.

  • Communicate (via telephone, e-mail, or in-person) with clients regarding Treasury Managementproducts.
  • Onboard all Treasury products and services for existing and new Treasury clients.
  • Ownership, escalation, and resolution of risk issues when they occur in a timely manner.
  • Exhibit ownership of onboarding experience and client satisfaction.
  • Demonstrate creative problem solving and sound judgment/decision making.
  • Review Treasury Management Agreements, internal forms, and onboarding requests to ensure properexecution.
  • Acts as subject matter expert for Treasury products, services, and systems.
  • Project tracking and reporting.
  • Demonstrate well-developed time management and prioritization skills.
  • Results oriented in a high-performance team environment.
  • Influence and establish positive working relationships across the organization.
  • Maintain standards of professionalism, customer service, teamwork, attendance, and punctuality.
  • Other duties as assigned.
2. Assumes responsibility for establishing and maintaining professional business relations with external customers, internal customers, and vendors.
  • Obtains and conveys information as needed. Composes correspondence as needed.
  • Resolves (or refers) questions and requests promptly and courteously. Quick and accurate follow-up to service and support request and issues is expected.
  • Acts in a courteous and professional manner.
  • Maintains confidentialityof customer information.
3. Assumes responsibility for establishing and maintaining effective coordination and working relations with Bank Associates, Management and Vendors.
  • Assists related departments as needed.
  • Supports Treasury management customers and internal support as needed.
  • Keeps management informed of area activities, risks, trends and of any significant problems.
  • Attends and participates in meetings as required.
  • Completes required reports and related documents.
4. Assumes responsibility for related duties as required or assigned.
  • Stays informed of changes in area policies, procedures, and requirements.
  • Ensures that work area is clean, secure, and well maintained.
  • Completes special projects and tasks as assigned.
PERFORMANCE MEASUREMENTS
  • Position duties are performed in accordance with established policies, procedures, and legal requirements.
  • Customer inquiries are handled in an appropriate manner.
  • Documents and customer setups are accurate and timely.
  • Records and reports are correctly prepared and submitted in a timely manner.
  • Good working relations with internal departments. Questions are promptly and courteously resolved. Assistance is provided as needed.
  • Management is appropriately informed.
QUALIFICATIONS Education/Certification:

Bachelor's degree in Business or related field or equivalent combination of education and work experience.

Required Knowledge:

Advanced banking knowledge, Treasury Management knowledge preferred.

Experience Required:

1-3 years banking or office experience or equivalent higher education experience

PC computer skills required, including use of Microsoft Office products

Prior experience in Treasury Management, strongly preferred.

Skills/Abilities:

Accurate and attentive to detail.

Ability to work independently.

High attention to detail.

Ability to meet deadlines and prioritize duties.

Ability to assist others.

Able to use PC, calculator, phone, and all related business equipment.

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