Call Center Representative

First Bank & Trust Co.; Duncan (OK); On-site; USD 32,000 - 42,000; Full time

Job summary

First Bank & Trust Co. in Duncan, OK seeks a customer service representative to handle incoming calls, assist customers with accounts, transactions, and product questions.

The role emphasizes accurate data entry, problem solving, and delivering friendly service. You will work with banking staff to resolve issues, process payments, and support fraud and security inquiries while maintaining confidentiality and compliance with bank policies.

Qualifications

• High school diploma or equivalent.
• 2-5 years banking or related experience (customer service, sales, administrative or bookkeeping).
• Proficient computer, 10-key, and typing skills.

Responsibilities

• Provide customer service via telephone; handle inquiries from customers and employees.
• Receive calls, determine customer needs and process transactions.
• Assist with balance inquiries, transfers, loan payments, and card services.

Skills

Verbal communication

Written communication

Interpersonal skills

Time management

Attention to detail

Problem solving

Customer service

PC skills

Bank product knowledge

Confidentiality

Education

High school diploma

Tools

MS Word

MS Excel

Typing

10-key

Job description

Job Details

Job Location: Duncan Communication Bldg - Duncan, OK 73533

Job Summary

This position is responsible for providing customer service to all incoming callers.

Essential Job Functions

• Responsible for Customer Service; continual contact with customers and all levels of employees over the telephone
• Receive incoming calls for all Banking Centers, determine customer needs, answer questions regarding accounts & complete necessary transactions
• Assist customers with balance inquiries, transferring funds & loan payments
• Place stop payments, caution orders, wire transfers, ACH/POS maintenance
• Trouble shoot debit card issues, raise card limits, place travel notices, cancel and re-order cards
• Assist customers with replacing lost or stolen debit cards
• Trouble shoot online banking issues, unlock & reset online accounts
• Monitor online chat and messages, and respond accordingly
• Complete incoming fax verifications
• Verify funds on accounts
• Process loan & charge off account payments by debit/credit card
• Process credit card payments
• Place check orders
• Reset Voice Access accounts
• Activate debit cards for Mobile Wallet
• Account research, re-print statements & tax forms as required
• Answer questions about account types and banking products
• Assist customers who are victims of fraud, theft or identity theft
• Assist customers with address changes
• Monitor & log customer complaints. Determine what action is necessary to resolve the issue
• Regularly use judgement and discretion in solving problems, offering solutions and correcting errors
• Determines customer needs and appropriate products to be offered or actions to be taken. Takes corrective action when necessary
• Provide general FBTC bank information
• Connecting caller to appropriate bank staff as needed or requested
• Work with all other departments to maintain open communication and positive work relations.
• Must be able to meet punctuality and attendance standards.
• Effectively cooperate with supervisors, co-workers and customers.
• Follow the directions of the supervisor.

Additional Responsibilities

• Perform other duties and projects as required by management.

Minimum Qualifications for Consideration

• High School diploma or equivalent.
• Must have at least 2-5 years banking experience in related areas or experience and/or education providing equivalent knowledge, which may include a combination of customer service, sales, administrative, and bookkeeping experience.
• Proficient computer, 10 key, and typing skills.

Knowledge, Skills, and Abilities

• Ability to maintain confidentiality.
• 10-key skills
• Strong verbal and written communication skills.
• Strong interpersonal skills: able to work well with a wide range of people.
• Strong organizational and time management skills.
• Demonstrate dependability through good attendance and adherence to timelines and schedules.
• Strong follow through on projects and deliverables.
• Strong analytical skills.
• Strong problem-solving skills.
• Demonstrate resourcefulness and ability to take initiative in development and completion of projects.
• Strong sense of customer service.
• Strong proficiency in PC applications; Windows Operating Systems, MS Word, MS Excel are required.
• Must have knowledge of all bank products.

Physical Requirements

• Sitting for long periods of time; occasional bending, squatting, kneeling, stooping; good finger dexterity and feeling; frequent repetitive motions; talking, hearing, and visual acuity.
• Frequent lifting (up to 10 pounds of paper supplies or minor office equipment).

Working Conditions

• Normal office environment.

NOTE: The above statements are intended to describe the general nature and level of work performed by an employee in this position. These statements are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of employees in this position.

First Bank & Trust Co. is an Equal Opportunity Employer and is committed to providing an environment free of harassment and discrimination. If you are a qualified individual with a disability or a disabled veteran, you may request a reasonable accommodation if you are unable or limited in your ability to access job openings or apply for a job on this site as a result of your disability. You can request reasonable accommodations by contacting Human Resources at 580-255-1810.