Customer Service Representative

BancFirst

Weatherford (OK)

On-site

USD 35,000 - 48,000

Full time

2 days ago
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Job summary

BancFirst is looking for a customer-focused professional to join our retail banking team. You will greet customers, help them identify financial products, and open various accounts while ensuring accurate processing and compliance with policies.

The role emphasizes cross-selling BancFirst services, teamwork, and reliable performance in a fast-paced environment, with opportunities for growth within Oklahoma communities.

Qualifications

  • High School Graduate/GED required.
  • Ability to generate referrals and visit local businesses.
  • Team player with strong work ethic and integrity.
  • Knowledge of BancFirst policies and federal guidelines.
  • Proficient in Microsoft Office.

Responsibilities

  • Greet customers and foster a welcoming, customer-focused environment.
  • Open accounts (savings, checking, business, CD/IRA).
  • Process account requests and maintenance tasks.
  • Promote BancFirst services through cross-selling.
  • Perform monthly sales reporting.
  • Build relationships to identify suitable financial products.
  • Maintain legal documents and support community initiatives.

Skills

Customer service
Sales
Communication skills
Teamwork
Listening skills
Critical thinking
Microsoft Office

Education

High School Diploma

Job description

Ideal candidate is seeking long term employment with room for advancement, is committed to excellent customer service while complying with policy and procedure and has an outstanding personality. Ideal candidatelikes working with customers to help recommend products and services that meet their needs and are driven by results and enjoy selling.

ESSENTIAL DUTIES AND RESPONSIBILITIESinclude the following. Other duties may be assigned. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions

Greet customers and facilitate a welcoming and customer focused environment

Build and maintain relationships with customers to help identify financial products and services that meet their personal needs

Open accounts, including but not limited to, savings, checking, business, CD/IRA accounts

Efficiently process customer requests, including but not limited to, account maintenance, check orders, stop payments, ATM/Check Card disputes, balance inquiries, balance transfers, etc

Responsible for maintaining legal documents

Promote BancFirst services through cross selling banking products to new and existing clientele

Perform monthly sales reporting

Perform other job-related duties and special projects as assigned

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

REQUIREMENTS

High School Graduate/GED

Ability to generate referrals including making on site visits with local businesses

Ability to work effectively as a team member and with customers

Strong work ethic and high integrity

Knowledge of policies and procedures as well as federal guidelines

Ability to acquire an understanding of BancFirst products and services

Proficient in computer usage, strong knowledge of Microsoft Office

Friendly, outgoing, confident, assertive and enthusiastic personality and must work well with others

Participate in community efforts sponsored by BancFirst

Critical thinking skills

Work well under stress and deadlines while managing multiple tasks

Professional appearance and demeanor always

Outstanding listening and communication skills, both written and verbal

Demonstrate good attendance and punctuality

Takes ownership of professional growth and welcomes coaching to optimize results

PREFERRED SKILLS

Successful sales record in a retail banking environment; with knowledge of bank products and services

Previous banking experience and/or customer service experience in related field preferred

Accountable for results and eager to learn from setbacks to produce better outcomes

PHYSICAL REQUIREMENTS

Constant use of computer screens

Ability to operate a computer keyboard, use hand to finger, handle or feel, reach with hands and arms, and talk, see or hear

Intermittently standing, stooping, bending at the waist, walking, kneeling or crouching

Ability to sit and/or stand for long periods of time during the workday

Long periods of typing and repetitive motion

Ability to lift and/or move and carry 10-25 pounds

Hometown service, statewide strength.BancFirst is committed to investing in the future of Oklahoma communities. BancFirst is a $13 billion bank offering personal and commercial products, trust, insurance, and investment services in sixty Oklahoma communities. Employees enjoy excellent benefits and a learning environment that allows them to continuously improve their skills to deliver highly personalized service to customers.

EOE - BancFirst is an Equal Opportunity employer.

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