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RCB Bank · 1 month ago

Part Time Float/Customer Service Representative

Claremore - Main, 300 W Patti Page Blvd, Claremore, Oklahoma, United States of America

Full-time, Part-time

Hybrid

Entry Level

1+ years exp

RCB Bank is a responsible employer dedicated to integrity and customer service. The Float Customer Service Representative plays a vital role in delivering exceptional service to customers while filling staffing gaps across branches and ensuring compliance with banking regulations.

BankingCommunitiesFinancial ServicesInsurance

Growth Opportunities

Responsibilities

Opens and services consumer and business deposit accounts in accordance with bank policies, regulatory requirements, and documented procedures; obtains and verifies customer identification and required documentation, ensuring accuracy, completeness, and compliance with internal controls, KYC/Customer Identification program (CIP) standards, and all applicable regulations

Maintains and updates existing customer accounts, resolving issues or making changes with thorough attention to detail and documented accuracy

Serves as a frontline representative for the Bank, providing courteous, knowledgeable, and timely assistance to customers in person, by phone, or electronically; listens to customer needs, identifies new opportunities for improved financial solutions, and educates customers on RCB Bank products, services, and digital banking tools, referring customers to appropriate branch staff, lenders, or departments when needs extend beyond the expertise of the CSR role

Reviews account information, identification, documentation, and customer-presented materials to identify inconsistencies, high-risk indicators, or potential fraud; follows established procedures for escalating suspicious behavior, questionable documentation, or unusual account activity

Ensures compliance with fraud-mitigation practices, including signature verification, new account screening tools, and established verification protocols

Completes all account documentation with a high degree of accuracy, ensuring forms, disclosures, and electronic records are correct, compliant, and properly retained

Adheres to all regulatory requirements including BSA/AML, CIP, OFAC screenings, privacy standards, and recordkeeping obligations; ensures that customer interactions, account maintenance, and file updates meet internal audit and compliance standards

Provides CSR support at various branches based on staffing needs, adapting quickly to different branch environments, procedures, and customer volumes; assists branch leadership with operational tasks, sales and service initiatives, and general customer support as assigned

Maintains consistent service standards across the Bank’s footprint, ensuring customers receive the same experience regardless of location

The position responsibilities outlined above are in no way to be construed as all encompassing. Other duties, responsibilities, and qualifications may be required and/or assigned as necessary

Qualification

Customer service experienceBanking knowledgeFraud detectionDeposit account structuresRegulatory complianceMicrosoft WordMicrosoft ExcelMicrosoft OutlookMulti-taskingCommunication skillsAttention to detailTeam collaboration