CSR Team Member Downtown

Citizens Bank And Trust Company Of Ardmore; Ardmore (OK); On-site; USD 32,000 - 42,000; Full time

Job summary

Citizens Bank And Trust Company Of Ardmore is seeking a CSR Team Member Downtown in Ardmore, OK. This non-exempt, full-time role supports customer inquiries by phone and in person, handles deposits and payments, and maintains accurate records of monetary transactions.

The position emphasizes quality customer service, adherence to internal controls, and cross-selling suitable banking products. Local travel is not specified; standard office environment applies.

Qualifications

• High school diploma or equivalent required.
• Customer service experience preferred.
• Deposit banking experience beneficial.

Responsibilities

• Maintain cash drawer with strict attention to bank balancing policy.
• Accept cash and checks for deposits, cash checks, receive and verify loan payments, process withdrawals, and related monetary duties.
• Prepare cashier’s checks, gift cards, re-pin debit cards, and cross-sell banking products.
• Follow internal controls and bank policies.
• Assist customers with routine account‑related requests such as transfers, stop payments, and inquiries about deposits and service charges.
• Research and resolve customer problems, liaising with other bank departments as needed.
• Open and close accounts and cross-sell bank products based on customer needs.
• Perform research such as printing statements and check copies.
• Assist with debit card disputes, stop payments, ordering/replacing debit cards, balancing checkbooks.
• Obtain necessary signatures on items with missing or irregular signatures.

Skills

Customer service

Education

High school diploma or equivalent

Deposit bank experience

Customer service experience

Job description

Job Details

Job Location: Ardmore, OK 73401

Job Description: CSR Team Member Downtown

Classification: Non-Exempt

Reports to: Branch Manager

Job Description

Summary/Objective

The team member responds to customer inquiries via telephone and face-to-face meetings. They shall receive and pay out money, as well as accurately keeps record of money and negotiable instruments involved in a financial institution’s various transactions. They shall also meet the needs of customers by providing quality service.

Essential Functions

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. A team member can complete one of the following tasks:

• Maintain cash drawer with strict attention to bank balancing policy.


• Accept cash and checks for deposits, cash checks, receive and verify loan payments, process withdrawals, and many other various monetary duties.


• Perform specialized tasks such as preparing cashier’s checks, gift cards, re-pin debit cards, and cross-sell banking products.


• Adheres to all internal controls and established policies and procedures.


• Assist customers with routine account‑related requests such as: funds transfers, automatic funds transfers, stop payments, inquiries about bank deposit products and service charges, inquiries about ATM and debit card usage and limits, inquiries about checking and savings accounts transactions, inquiries about funds availability, and check verification requests by third parties.


• Research and resolve customer problems, acting as the customer liaison between other bank departments and/or other financial institutions when necessary.


• Facilitate the opening and closing of accounts as well as cross‑selling bank products and services based on customer needs in accordance with the banks program standards.


• Perform customer requested research, including printing statements and check copies.


• Assist customers with debit card disputes, stop payments, ordering and replacing debit cards, and balancing checkbooks.


• Contact customers to obtain necessary signatures on items with missing or irregular signatures.

Competencies

• Customer/Client Focus.


• Personal Effectiveness/Credibility


• Problem Solving/Analysis.


• Communication/Teamwork.


• Initiative.


• Stress Management/Composure.


• Organizational Skills.


• Technical Capacity.

Supervisory Responsibility

This position has no supervisory responsibilities.

Work Environment

This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

While performing the duties of this job, the employee is regularly required to talk or hear. The employee frequently is required to stand; walk; use hands to finger, handle or feel; and reach with hands or arms. This position occasionally requires the lifting of up to 50 pounds.

Position Type/Expected Hours of Work

This is a full-time position. Days and hours of work are Monday through Friday, 8:30 a.m. to 5:30 p.m.

Travel

Local travel to various worksites may be required.

Preferred Education and Experience

• High school diploma or equivalent


• Customer service experience


• Deposit bank experience

Additional Eligibility Qualifications

None required for this position.

AAP/EEO Statement

The bank believes that all persons are entitled to equal employment opportunity and does not discriminate against its Employees or applicants because of race, color, religion, sex, sexual orientation, gender identity, national origin, age, marital status, disability, veteran status, genetic information or any other basis prohibited by federal, state or local law. Retaliation is strictly prohibited against employees who complain about perceived discrimination. If any employee feels that they have been discriminated against based on one of the qualifications listed above, please see your supervisor, human resources, or another member of management. Equal employment opportunity will be extended to all persons in all aspects of the Employer-Employee relationship, including but not limited to recruitment, hiring, training, education, compensation, promotion, transfer, discipline, layoff and termination, and benefits and assignments.

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.