CSR Supervisor / Lending Assistant

FIRST TEXOMA NATIONAL BANK; Boswell (OK); On-site; USD 30,000 - 32,000; Full time

Job summary

First Texoma National Bank in Boswell, OK is seeking a Branch Operations Specialist to ensure secure opening/closing, accurate cash handling, and outstanding customer service at the Boswell branch.

The role supports lending activities, processes loan applications, and coordinates with the Chief Retail Officer to maintain policy compliance and staff training. Prior banking experience is preferred and confidentiality is essential.

Qualifications

• Three to five years of banking experience preferred.
• Proficiency in CSR operations, cash handling and branch controls.

Responsibilities

• Oversees branch operations, cash controls, and customer service excellence.
• Assists with lending support, loan processing, and application follow‑up.
• Maintains compliance with banking regulations and confidentiality.

Skills

CSR operations

cash handling

branch controls

customer service

leadership

Job description

Job DetailsJob Location: Boswell - Boswell, OK 74727Position Type: Full TimeSalary Range: $21.81 - $23.31 Hourly

First Texoma National Bank has been in business for over a century, serving generations on both sides of the Red River. We’re proud of our history, our reputation and the people who have been part of our family.

First Texoma National Bank strives to be the best place our employees ever work, the best bank our customers ever do business with, and the best investment our shareholders ever make.

Essential Branch Functions

• Ensures branch and vault opening and closing procedures comply with Bank security requirements
• Enforces dual control procedures, cash controls, and branch security standards
• Performs or assists with monthly and quarterly cash audits and promptly reports discrepancies
• Monitors teller and vault cash limits, drawer security, cash handling procedures, and currency inventory
• Oversees ATM balancing, funding, and the timely resolution of machine errors
• Monitors branch suspense, researches outages, and escalates unresolved issues
• Conducts operational reviews to ensure compliance with requirements related to CTRs, Regulation CC holds, new accounts, cashier’s checks, and branch logs
• Coordinates CSR scheduling and branch coverage with the Chief Retail Officer
• Communicates policy and procedural changes to branch staff
• Assists with employee training, cross training, coaching, and performance feedback
• Completes assigned Security Checklist items and helps maintain adequate branch supplies
• Reports facility or maintenance concerns to the appropriate manager
• Promotes exceptional customer service and coaches employees using the FTNB Three Step Customer Experience Guide
• Maintains a clean, organized, and professional work environment
• Performs other duties as assigned by the Chief Retail Officer

Lending Responsibilities

• Communicates with applicants and existing customers regarding loan opportunities
• Answers questions about basic loan qualifications, documentation, and application requirements
• Assists customers with the loan application process and identifies the appropriate application
• Pulls credit reports at a loan officer’s request and completes necessary follow up
• Reviews applications for completeness and obtains missing information or documentation
• Prepares and processes consumer, non-real estate loan documents accurately and timely
• Assists with consumer, non-real estate loan closings and explains loan documents as appropriate
• Generates loan funding checks and wires at the direction of a loan officer
• Completes loan related data entry, filing, and administrative duties
• Maintains confidentiality and follows applicable lending policies, procedures, and regulatory requirements
• Participates in ongoing cross training to support loan processing and other branch needs

Leadership and Customer Service Responsibilities

• Serves as the primary on site resource for routine operational, lending-support, and customer service questions
• Builds positive relationships with customers and the community
• Resolves customer concerns professionally and escalates matters when additional authority or expertise is required
• Communicates effectively with branch staff, loan officers, the Chief Retail Officer, and other Bank leaders
• Models professionalism, flexibility, teamwork, and a customer-focused, can-do attitude
• Remains calm and follows established procedures during emergencies or service interruptions
• Demonstrates sound judgment, initiative, accountability, attention to detail, and problem-solving skills
• Adapts to changing responsibilities based on branch staffing and operational needs
• Provides support at another branch when requested
• Maintains strict confidentiality of customer, employee, and Bank information

Qualifications

• Proficiency in CSR operations, cash handling, branch controls, and customer service
• Working knowledge of banking regulations related to CTRs, Regulation CC, Regulation E, CIP, CDD and OFAC
• Ability to learn and perform consumer, non-real estate loan applications, processing, documentation, funding, and closing responsibilities
• Three to five years of banking experience preferred
• Prior leadership, training, supervisory, lending or loan processing experience preferred

Leadership Expectations

This person sets the tone for the branch's culture, customer service, and operational performance. This individual is expected to model FTNB's values, support Bank initiatives, and foster a culture of trust, accountability, friendliness, integrity, resilience, service and thanksgiving.