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Jobs · OTHR · Oklahoma

Customer Service Representative I

RCB Bank · Claremore, OK · Yesterday
On-siteOTHRFull-time

At RCB Bank, we believe that every role within our organization plays a critical part in delivering exceptional service to our customers and communities. The jobs we offer reflect our commitment to building strong, meaningful relationships and maintaining the highest standards of integrity, professionalism, and customer care. We are dedicated to fostering a culture where every team member understands their purpose and impact on our mission to serve the financial needs of our customers while contributing to the economic vitality of the communities we call home.

About the role

We are looking for someone to play a vital role in delivering exceptional customer service to new and existing RCB Bank customers. This position serves as a frontline ambassador of the bank, focused on building relationships with customers and supporting the branch in sales and service goals. In addition to traditional Customer Service Representative responsibilities, this role serves as a key line of defense in fraud detection and prevention at the new accounts desk, maintaining strict adherence to procedural, regulatory, and documentation standards to safeguard the bank and reduce risk.

Responsibilities

  • Serve as a frontline representative for the bank, providing courteous, knowledgeable, and timely assistance to customers in person, by phone, or electronically.
  • Listen to customer needs, identify new opportunities for improved financial solutions, and educate customers on RCB Bank products, services, and digital banking tools.
  • Open and service consumer and business deposit accounts, executing all CIP (Customer Identification Program) requirements and adhering to all applicable laws and regulations.
  • Work with customers to resolve questions and concerns, escalating to appropriate supervisor or department as necessary.
  • Review account information, identification, documentation, and customer-presented materials to identify inconsistencies, high-risk indicators, or potential fraud.
  • Follow established procedures for escalating suspicious behavior, questionable documentation, or unusual activity to ensure compliance with fraud-mitigation practices.

Requirements

  • Minimum one (1) year of proven customer service experience.
  • Basic clerical skills with the ability to manage multiple tasks effectively.
  • High school diploma or GED.
  • Strong customer service and interpersonal communication skills.
  • General understanding of deposit account structures, bank products, and customer service processes.
  • Knowledge of new account documentation requirements, CIP, and regulatory expectations.
  • Ability to identify fraud indicators and follow fraud-prevention and escalation procedures.
  • Desire to be involved in and care about your community.

Qualifications

  • Previous experience in banking, including knowledge of banking processes, products, services, and regulatory requirements (preferred).
  • Previous Customer Service Representative (CSR) experience (preferred).

Benefits

RCB Bank is committed to ensuring the health and general wellbeing of all employees by providing a wide variety of competitive benefit programs (subject to eligibility):

  • Medical Plan
  • Prescription Drug Plan
  • Teladoc™
  • Dental Plan
  • Vision Plan
  • Flexible Spending Accounts (Healthcare & Dependent Care)
  • Life and AD&D Insurance
  • Disability Plans
  • Life Assistance Plan (EAP)
  • Multiple Supplemental Plans
  • Sick Leave
  • Paid Federal Holidays
  • Vacation and PTO
  • 401(k)
  • ESOP (Employee Stock Ownership Plan)

Working Conditions

Individuals in this position must be able to perform essential functions and physical demands within these documented working conditions with or without reasonable accommodation:

  • Office environment within a climate-controlled facility that can be high-traffic during peak service times.
  • Frequent use of telephone, computer, and other office equipment.
  • Typically seated at a personal desk for most of the day.
  • Ability to work effectively as a member of a team and independently with general supervision.
  • Capability to work harmoniously with diverse personalities of co-workers, staff, and customers.
  • Regular and reliable attendance with the ability to work varying hours.

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