Universal Service Representative

First Bank & Trust Co.; Oklahoma City (OK); On-site; USD 32,000 - 40,000; Full time

Job summary

First Bank & Trust Co. in Edmond/OKC Banking Center – Oklahoma City, OK is seeking a full-time Teller/Banking Associate to assist customers with their financial needs and support lenders. Responsibilities include greeting clients, vault duties, deposits, ATM service, and product cross-selling.

Qualifications include 1–2 years in banking (deposit/lending exposure), cash handling experience, and strong communication skills. Proficiency in Windows, Excel and MS Word is expected.

Qualifications

• 1-2 years banking experience or knowledge with exposure to deposit and lending areas preferred.
• Cash handling experience preferred.
• Clerical, administrative, customer service and sales background helpful.
• Proficient computer, 10 key, and typing skills.

Responsibilities

• Greet customers and direct them to the appropriate area for assistance.
• Serve as Vault Teller and balance currency, coin and checks daily.
• Balance, maintain and service ATM; perform teller cash audits as needed.
• Open deposit accounts and assist with account maintenance tasks.
• Market bank products by identifying customer needs and cross-selling.

Skills

Verbal communication

Written communication

Interpersonal skills

Organizational skills

Time management

Analytical skills

Problem-solving

Customer service

Cash handling

Typing (10-key)

PC proficiency (Windows, MS Office)

Tools

Windows

Excel

Microsoft Word

10-key

Typing

Job description

Job Summary

Position Type: Full Time

Job Location: Edmond/OKC Banking Center - Oklahoma City, OK 73134

This position is responsible for assisting customers with their financial needs and lenders with their lending responsibilities.

Responsibilities

• Greet customers entering the bank and direct them to the appropriate area for assistance.
• Serve as Vault Teller.
• Provide exceptional customer service.
• Maintain an adequate supply of currency and coin, including ordering and shipping as needed.
• Perform Teller cash audits as needed.
• Ensure gift card information is sent to corporate monthly, and upon request as needed.
• Balance currency, coin and checks in cash drawer and/or cash recycler at the end of each day.
• Balance, maintain and service ATM.
• Answer calls for Loan Officers and other Financial Service Representatives as needed.
• Open deposit accounts including checking, savings, CDs and IRAs, rent safe deposit boxes and provide access to safe deposit boxes.
• Assist customers with account maintenance including printing temporary checks, accepting check orders, processing stop payments, accepting customer information (CIF) changes, transferring funds, etc.
• Straighten cash in cash drawer and prepare it for selling to the vault.
• Check and maintain all inventory of stock necessary to operate Teller Line.
• Work with Security Officer and the designated security representative to maintain current dual control, and security standards in the teller lines.
• Assist customers with wires forms for processing.
• Market all bank products by determining customer needs from conversations or customer relationships such as, but not limited to, Visa Merchant, Remote Deposit, Cash Management and Trust Investments.
• Manage instant issuance of debit cards for customers as needed.
• Must be able to meet attendance and punctuality standards.
• Effectively work and cooperate with supervisors, co‑workers and customers.
• Follow the direction of the supervisor.

Additional Responsibilities

• Perform other duties and projects as required by management.

Minimum Qualifications for Consideration

• 1-2 Years previous banking experience or knowledge with exposure to deposit and lending areas preferred.
• Cash handling experience preferred.
• Experience or education should include clerical, administrative, customer service and sales work.
• Proficient computer, 10 key, and typing skills.

Knowledge, Skills, and Abilities

• Ability to compute basic math functions as well as ratios, yields, percentages.
• 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 and 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, including Windows, Excel, Microsoft Word and other Microsoft applications.

Physical Requirements

This work is sedentary and requires the following physical activities: 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 25 pounds of paper supplies or minor office equipment). Driving to client locations and other sites as needed.

Working Conditions

Normal office environment.

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 at580‑255‑1810.