Customer Service Representative I

RCB Bank; Edmond (OK); On-site; USD 32,000 - 42,000; Full time

Benefits offered by this job

Medical Plan

Dental Plan

Vision Plan

401(k)

ESOP

Paid Federal Holidays

Vacation and PTO

Life and AD&D Insurance

Disability Plans

Life Assistance Plan (EAP)

Job summary

RCB Bank in Edmond, OK is seeking a Customer Service Representative to open and service deposit accounts, respond to customer inquiries, and educate customers on bank products and digital tools. You’ll serve as a frontline ambassador supporting branch sales and service goals while watching for fraud and ensuring compliance.

Strong customer service skills, basic clerical abilities, and a high school diploma or GED with at least one year of experience are required. Community focus encouraged.

Qualifications

• Minimum one year of proven customer service experience.
• Knowledge of deposit account structures, bank products, and customer service processes.
• Familiarity with new account documentation requirements, CIP and regulatory expectations, and standard account opening procedures.
• Ability to identify fraud indicators and follow fraud-prevention and escalation procedures.
• Commitment to community involvement.

Responsibilities

• Provide courteous, knowledgeable, and timely assistance to customers in person, by phone, or electronically; educate customers on bank products and digital tools.
• Open and service consumer and business deposit accounts, executing CIP requirements and adhering to laws and regulations.
• Resolve questions and concerns, escalating as necessary to a supervisor or department.
• Review account information, documentation, and materials to identify inconsistencies, high-risk indicators, or potential fraud; escalate suspicious activity.
• Ensure compliance with fraud-mitigation practices.

Skills

Customer service

Interpersonal communication

CIP knowledge

Regulatory awareness

Attention to detail

Multi-tasking

Education

High school diploma or GED

Job description

Internal Deadline: 8/31/2026

At RCB Bank, we believe that every role within our organization plays a critical part in delivering exceptional service to our customers and communities. The jobs we offer reflect our commitment to building strong, meaningful relationships and maintaining the highest standards of integrity, professionalism, and customer care. We are dedicated to fostering a culture where every team member understands their purpose and impact on our mission to serve the financial needs of our customers while contributing to the economic vitality of the communities we call home.

RCB Bank is committed to creating an outstanding experience for our customers in every single interaction, and we desire to differentiate RCB Bank from the competition through exceptional standards of service. All employees, whether in person, on the phone, through email, or online are expected to conduct themselves with the utmost level of professionalism and customer service while adhering to the RCB Bank standards of service: Integrity, Reputation, Professional, Empowered, Welcome, Ownership, Action, Responsive, Relational, and Excel.

What we’re looking for:

Someone to play a vital role in delivering exceptional customer service to new and existing RCB bank customers. Someone responsible for accurately opening, maintaining, and servicing deposit accounts; responding to customer inquiries; and educating customers on bank products and services. Someone to serve as a frontline ambassador of the bank, focused on building relationships with customers and supporting the branch in sales and service goals. In addition to traditional CSR responsibilities, we are looking for someone to serve as a key line of defense and fraud detection and prevention at the new accounts desk. Someone who can maintain strict adherence to procedural, regulatory, and documentation standards to safeguard the bank, reduce risk, and ensure the accuracy and compliance of all account related records.

What would make you a great fit:

• You have strong customer service and interpersonal and communication skills.
• You have a general understanding of deposit account structures, bank products, and customer service processes.
• You possess knowledge of new account documentation requirements, CIP and regulatory expectations, and standard account opening procedures.
• You can identify fraud indicators and follow fraud-prevention and escalation procedures.
• You care about your community and have a desire to be involved.

What you’ll do:

• Serve as a frontline representative for the bank, providing courteous, knowledgeable, and timely assistance to customers in person, by phone, or electronically; listen to customer needs, identify new opportunities for improved financial solutions, and educate customers on RCB bank products, services, and digital banking tools.
• Open and service consumer and business deposit accounts, executing all CIP requirements and adhering to all applicable laws and regulations.
• Work with customers to resolve questions and concerns, escalating to appropriate supervisor or department, as necessary.

• Review account information, identification, documentation, and customer-presented materials to identify inconsistencies, high-risk indicators, or potential fraud; follow established procedures for escalating suspicious behavior, questionable documentation, or unusual activity.
• Ensure compliance with fraud-mitigation practices.

What you must have:

• Minimum one (1) year of proven customer service experience
• Basic clerical skills with the ability to manage multiple tasks effectively
• High school diploma or GED

What might set you apart:

• Previous experience in banking, including knowledge of banking processes, bank products, services, and regulatory requirements
• Previous CSR experience

What you get:

A fun, challenging work environment with an emphasis on family, community, and technology. RCB Bank is also committed to ensuring the health and general wellbeing of all employees by providing a wide variety of competitive benefit programs that help you achieve the best fit for your family’s needs, including the following (subject to eligibility):

• Medical Plan
• Prescription Drug Plan
• Teladoc
• Dental Plan
• Vision Plan
• Flexible Spending Accounts (Healthcare & Dependent Care)
• Life and AD&D Insurance
• Disability Plans
• Life Assistance Plan (EAP)
• Multiple Supplemental Plans
• Sick Leave
• Paid Federal Holidays
• Vacation and PTO
• 401(k)
• ESOP

What you can expect:

Individuals in this position must be able to perform essential functions and physical demands within these documented working conditions with or without reasonable accommodation:

This position is in an office environment within a climate-controlled facility that can be high-traffic during peak service times. There is frequent use of the telephone, computer and other office equipment associated with this position. Individuals in this position are typically seated at their personal desk for most of the day.

The individual responsible for this role must be able to perform job functions with general supervision and work effectively as a member of a team and independently. The individual must be capable of working harmoniously with diverse personalities of co-workers, staff and customers. This position requires regular and reliable attendance and the ability to work varying hours.

What you might want to know about RCB Bank:

RCB Bank has been a responsible employer since 1936, standing firm on moral and ethical principles as a bank and as an employer while fulfilling our commitment to excellence. Operating with values such as integrity, respect, sincerity, and honor, RCB Bank is an equal opportunity employer, striving to hire employees who meet high standards of character, education and occupational qualifications.

Our employees are living, working, volunteering, and giving back in the communities we serve—they are the reason our customers love banking with us! To be an RCB Bank employee is to identify the needs of our customers and our communities and to build relationships that create opportunities to meet those needs. Without the dedication of our caring, principled leaders and employees, RCB Bank could not serve as a responsible citizen of the communities we serve or provide high-quality customer service. RCB Bank is dedicated to building Relationships, contributing to our Communities, and embracing our Boldness!

RCB Bank was established in Claremore, OK, and has since grown to over $4.1 billion in total assets and over 750 employees. Our branch network covers more than 60 locations across Oklahoma and Kansas. The purpose of RCB Bank is to meet the financial needs of our communities, its businesses, and its customers. RCB Bank is a progressive bank with a commitment to each of the communities we are in, which is why so many people say, "That’s my bank!"