Call Center Representative
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First Bank & Trust Co.
Duncan, OK, US
Summary
The representative is responsible for providing customer service via telephone, handling account inquiries, transactions, and troubleshooting banking issues. They also monitor online channels, process payments, and assist customers with fraud-related concerns.
Job Description
Job Details: Job Location: Duncan Communication Bldg - Duncan, OK, Salary Range: Undisclosed, JOB SUMMARY: This position is responsible for providing customer service to all incoming callers.
ESSENTIAL JOB FUNCTIONS:
• Responsible for Customer Service; continual contact with customers and all levels of employees over the telephone
• Receive incoming calls for all Banking Centers, determine customer needs, answer questions regarding accounts & complete necessary transactions
• Assist customers with balance inquiries, transferring funds & loan payments
• Place stop payments, caution orders, wire transfers, ACH/POS maintenance
• Trouble shoot debit card issues, raise card limits, place travel notices, cancel and re-order cards
• Assist customers with replacing lost or stolen debit cards
• Trouble shoot online banking issues, unlock & reset online accounts
• Monitor online chat and messages, and respond accordingly
• Complete incoming fax verifications
• Verify funds on accounts
• Process loan & charge off account payments by debit/credit card
• Process credit card payments
• Place check orders
• Reset Voice Access accounts
• Activate debit cards for Mobile Wallet
• Account research, re-print statements & tax forms as required
• Answer questions about account types and banking products
• Assist customers who are victims of fraud, theft or identity theft
• Assist customers with address changes
• Monitor & log customer complaints. Determine what action is necessary to resolve the issue
• Regularly use judgement and discretion in solving problems, offering solutions and correcting errors
• Determines customer needs and appropriate products to be offered or actions to be taken. Takes corrective action when necessary
• Provide general FBTC bank information
• Connecting caller to appropriate bank staff as needed or requested
• Work with all other departments to maintain open communication and positive work relations.
• Must be able to meet punctuality and attendance standards.
• Effectively cooperate with supervisors, co-workers and customers.
• Follow the directions of the supervisor.
ADDITIONAL RESPONSIBILITIES:
• Perform other duties and projects as required by management.
MINIMUM QUALIFICATIONS FOR CONSIDERATION:
• High School diploma or equivalent.
• Must have at least 2-5 years banking experience in related areas or experience and/or education providing equivalent knowledge, which may include a combination of customer service, sales, administrative, and bookkeeping experience.
• Proficient computer, 10 key, and typing skills.
KNOWLEDGE, SKILLS, AND ABILITIES:
• Ability to maintain confidentiality.
• 10-key skills
• 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 skills.
• Strong 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; Windows Operating Systems, MS Word, MS Excel are required.
• Must have knowledge of all bank products.
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 10 pounds of paper supplies or minor office equipment).
WORKING CONDITIONS:
• Normal office environment.
NOTE: The above statements are intended to describe the general nature and level of work performed by an employee in this position. These statements are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of employees in this position.
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 at 580-255-1810.
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The Mission of First Bank & Trust Co. is to:
-Exceed expectations through Service Excellence.
-Provide our communities and team members with the opportunities and resources to flourish.
Community Bank. It’s not just a phrase we throw around, it’s the way we conduct business. At First Bank & Trust Co., you will feel the difference in the way your financial needs are met, because we are more than just a bank – we’re your bank. We understand the banking needs of small businesses, farmers and ranchers, as well as families and individuals, and are glad to have the opportunity to partner with them in their endeavors. Being a part of a community goes beyond what happens in our lobbies. That is why you will find the bank and its team members working alongside our fellow Oklahomans in local charities, organizations, churches, and schools. We know our customers’ needs because We Listen, and we will work hard to meet those needs in the friendliest, most convenient way possible.
Member FDIC | Equal Housing Lender
Founded
1988
Company size
51-200 employees
Industry
Financial Services
Org type
Privately Held
Headquarters
Duncan, OK
The Mission of First Bank & Trust Co. is to:
-Exceed expectations through Service Excellence.
-Provide our communities and team members with the opportunities and resources to flourish.
Community Bank. It’s not just a phrase we throw around, it’s the way we conduct business. At First Bank & Trust Co., you will feel the difference in the way your financial needs are met, because we are more than just a bank – we’re your bank. We understand the banking needs of small businesses, farmers and ranchers, as well as families and individuals, and are glad to have the opportunity to partner with them in their endeavors. Being a part of a community goes beyond what happens in our lobbies. That is why you will find the bank and its team members working alongside our fellow Oklahomans in local charities, organizations, churches, and schools. We know our customers’ needs because We Listen, and we will work hard to meet those needs in the friendliest, most convenient way possible.
Member FDIC | Equal Housing Lender
Founded
1988
Company size
51-200 employees
Industry
Financial Services
Org type
Privately Held
Headquarters
Duncan, OK