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Company:
BancFirst
Posted: July 4, 2024
Customer Service Officer (CSO)Weatherford, OK
Onsite Position
122 N. Broadway Street, Weatherford, OK 73096
Full Time
SUMMARY
The CSO is responsible for Branch Management, Personnel Administration, Sales and Service of Bank Products, Operational Compliance, Operational and Sales Support, Financial Reporting, Accounts Payable, Public Fund Pledging, Building and Grounds Maintenance, Committee Representation, Departmental Support, and Special Projects.
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
BRANCH MANAGEMENT (MULTIPLE BRANCHES)
Ensure staffing of the depository and operations function within the branch is at a level necessary to meet customer demands
Oversee, direct and organize the work of the depository and operations function
Promote a culture of high performance and continuous improvement that values learning and a commitment to quality and customer service
Ensure staff members receive timely and appropriate training and development
Practice continuous communication across all branches
Establish and monitor staff performance and development goals, assign responsibilities and hold assigned staff accountable, set objectives, establish priorities, conduct annual performance appraisals and administer salary adjustments
Ensure workflow throughout the depository and operations function is evenly distributed and reviewed on at least a quarterly basis with department supervisors and/or employees
Expected to help answer the phone on evenings and weekends
PERSONNEL ADMINISTRATION
Ensure execution of personnel policies and procedures as set out by BancFirst are followed
Ensure execution of timely Annual and Mid-Year Performance Development Reviews
SALES AND SERVICE OF BANK PRODUCTS
Knowledge of all depository products is at a level to effectively discuss product benefits and features with customers and prospects
Ensure CSRs/PBs/Tellers are adequately trained on all products within 12 months of hire date
All customers are provided with a level of concern and consideration that exceeds their expectations whether interaction is by phone or in person
COMPLIANCE
All internal/external audit concerns are addressed within one week of audit reports
All reporting is submitted by dates defined
OPERATIONAL AND SALES SUPPORT
Staff meetings are held at least bi-weekly
Performance reviews are completed annually
Performance standards are reviewed quarterly with each staff member and updated as needed
Scheduling and support of CSR/PB staff is provided on an as needed basis
FINANCIAL REPORTING
All expenses are reviewed for accuracy and documentations, initialed, and forwarded to the President within 24 hours of receipt
PUBLIC FUND PLEDGING
Releases and Pledges are given to the proper entity within 24 hours of receipt
Signed releases and pledges are sent to the Investment Department immediately upon receipt
Monthly Reporting requirements
BUILDING AND GROUNDS
Manage relationships/agreements with external partners/vendors
All buildings and grounds are maintained at a level acceptable to management
COMMITTEE REPRESENTATION
Various committee participation is required
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 AND QUALIFICATIONS
Demonstrate excellence and expertise in the fields of financial management, administration and operations
Community Engagement & Involvement
Excellent communication skills (both verbal and non-verbal)
Good project and time management skills
Knowledge of business and management principles
Sound knowledge of finance, technology and administration
Management and Leadership knowledge and experience
Experience with subpoenas and levies
PHYSICAL REQUIREMENTS
Constant use of computer screens and reading of reports
Ability to operate a computer keyboard, multi-line telephone, photocopier, scanner and facsimile
Regularly required to sit, 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 to file materials
Regularly lift and/or move and carry up to 10 pounds
Hometown service, statewide strength.BancFirst is committed to investing in the future of Oklahoma communities. BancFirst is a $12 billion bank offering personal and commercial products, trust, insurance, and investment services in fifty-nine 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/AA - BancFirst is an Equal Opportunity and Affirmative Action employer.
Diversity…Our differences enhance business performance.
Onsite Position
122 N. Broadway Street, Weatherford, OK 73096
Full Time
SUMMARY
The CSO is responsible for Branch Management, Personnel Administration, Sales and Service of Bank Products, Operational Compliance, Operational and Sales Support, Financial Reporting, Accounts Payable, Public Fund Pledging, Building and Grounds Maintenance, Committee Representation, Departmental Support, and Special Projects.
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
BRANCH MANAGEMENT (MULTIPLE BRANCHES)
Ensure staffing of the depository and operations function within the branch is at a level necessary to meet customer demands
Oversee, direct and organize the work of the depository and operations function
Promote a culture of high performance and continuous improvement that values learning and a commitment to quality and customer service
Ensure staff members receive timely and appropriate training and development
Practice continuous communication across all branches
Establish and monitor staff performance and development goals, assign responsibilities and hold assigned staff accountable, set objectives, establish priorities, conduct annual performance appraisals and administer salary adjustments
Ensure workflow throughout the depository and operations function is evenly distributed and reviewed on at least a quarterly basis with department supervisors and/or employees
Expected to help answer the phone on evenings and weekends
PERSONNEL ADMINISTRATION
Ensure execution of personnel policies and procedures as set out by BancFirst are followed
Ensure execution of timely Annual and Mid-Year Performance Development Reviews
SALES AND SERVICE OF BANK PRODUCTS
Knowledge of all depository products is at a level to effectively discuss product benefits and features with customers and prospects
Ensure CSRs/PBs/Tellers are adequately trained on all products within 12 months of hire date
All customers are provided with a level of concern and consideration that exceeds their expectations whether interaction is by phone or in person
COMPLIANCE
All internal/external audit concerns are addressed within one week of audit reports
All reporting is submitted by dates defined
OPERATIONAL AND SALES SUPPORT
Staff meetings are held at least bi-weekly
Performance reviews are completed annually
Performance standards are reviewed quarterly with each staff member and updated as needed
Scheduling and support of CSR/PB staff is provided on an as needed basis
FINANCIAL REPORTING
All expenses are reviewed for accuracy and documentations, initialed, and forwarded to the President within 24 hours of receipt
PUBLIC FUND PLEDGING
Releases and Pledges are given to the proper entity within 24 hours of receipt
Signed releases and pledges are sent to the Investment Department immediately upon receipt
Monthly Reporting requirements
BUILDING AND GROUNDS
Manage relationships/agreements with external partners/vendors
All buildings and grounds are maintained at a level acceptable to management
COMMITTEE REPRESENTATION
Various committee participation is required
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 AND QUALIFICATIONS
Demonstrate excellence and expertise in the fields of financial management, administration and operations
Community Engagement & Involvement
Excellent communication skills (both verbal and non-verbal)
Good project and time management skills
Knowledge of business and management principles
Sound knowledge of finance, technology and administration
Management and Leadership knowledge and experience
Experience with subpoenas and levies
PHYSICAL REQUIREMENTS
Constant use of computer screens and reading of reports
Ability to operate a computer keyboard, multi-line telephone, photocopier, scanner and facsimile
Regularly required to sit, 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 to file materials
Regularly lift and/or move and carry up to 10 pounds
Hometown service, statewide strength.BancFirst is committed to investing in the future of Oklahoma communities. BancFirst is a $12 billion bank offering personal and commercial products, trust, insurance, and investment services in fifty-nine 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/AA - BancFirst is an Equal Opportunity and Affirmative Action employer.
Diversity…Our differences enhance business performance.
Read the full job description and apply online on the recuiter's web-site
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