Customer Service Representative
BancFirst, Konawa, OK, United States
This role is an excellent opportunity for an individual who likes working with customers to help recommend products and services that meet their needs, and is driven by results and enjoys selling.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Greet customers and facilitating 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, assists with processing and taking loan applications
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 daily/weekly 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
Minimum of one year successful sales experience in an incentive driven or relational selling environment; demonstrated performance in meeting and exceeding performance goals
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 Microsoft Office and knowledge of, or the ability to quickly learn, banking software applications
Friendly, outgoing, confident, assertive and enthusiastic personality
Professional appearance and demeanor
Outstanding listening and communication skills, both written and verbal
Ability to work various hours as assigned to meet the needs of the business
Demonstrated good attendance and punctuality
PREFERRED SKILLS
Successful sales record in a retail banking environment; with knowledge of bank products and services
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 $14 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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ESSENTIAL DUTIES AND RESPONSIBILITIES
Greet customers and facilitating 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, assists with processing and taking loan applications
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 daily/weekly 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
Minimum of one year successful sales experience in an incentive driven or relational selling environment; demonstrated performance in meeting and exceeding performance goals
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 Microsoft Office and knowledge of, or the ability to quickly learn, banking software applications
Friendly, outgoing, confident, assertive and enthusiastic personality
Professional appearance and demeanor
Outstanding listening and communication skills, both written and verbal
Ability to work various hours as assigned to meet the needs of the business
Demonstrated good attendance and punctuality
PREFERRED SKILLS
Successful sales record in a retail banking environment; with knowledge of bank products and services
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 $14 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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