New Accounts - Customer Service Representative I
RCB Bank, Vinita, OK, United States
New Accounts - Customer Service Representative II
Vinita, 120 W Canadian Ave, Vinita, Oklahoma, United States of America
Job Description Posted Monday, March 16, 2026 at 6:00 AM
RCB Bank has been a responsible employer since 1936, standing firm on moral and ethical principles as a bank and as an inclusive 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 diverse employees who meet high standards of character, education and occupational qualifications. RCB Bank is dedicated to building Relationships, contributing to our Communities, and embracing our Boldness!
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 serve as a senior member of the branch team, responsible for providing high-level customer service and account support. In addition to performing all CSR I functions, someone to handle more complex customer scenarios, including advanced account types (e.g., Trusts, IRAs, POAs) CDARS processing, and accounts involving complex beneficial ownership structures. Someone to work closely with loan officers and trust representatives to ensure seamless account setup and servicing for new loan and trust customers. Someone to play a key role in mentoring and training new CSR staff and supporting branch operations by assisting in clearing account-related exceptions. In addition to traditional CSR responsibilities, someone to serve as a key line of defense in 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 possess knowledge of bank products, services, and regulatory requirements.
You enjoy working in a fast-paced work environment and managing multiple tasks/projects and deadlines simultaneously.
You enjoy mentoring/guiding less experienced staff and want to see them succeed in their goals.
You care about your community and have a desire to be involved.
What you’ll do:
Deliver exceptional service while opening and servicing personal and business deposit accounts, executing all CIP requirements and adhering to all applicable laws and regulations.
Serve as the branch expert in advanced account scenarios, including but not limited to Vocable and irrevocable trust accounts, and individual retirement accounts with complex maintenance needs, power of attorney accounts, and accounts with multiple or complex beneficial ownership structures.
Work with customers to resolve questions and concerns, escalating to appropriate supervisor or department, as necessary.
Assist CSR I with complex and higher-level new account and maintenance requests; act as a resource for other CSRs by answering questions and coaching on best practices.
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, including signature verification, new account screening tools, and established verification protocols.
What you must have:
High school diploma or GED
Minimum two (2) years of proven customer service experience
What might set you apart:
Minimum three (3) years of experience in banking, including previous experience as a CSR or personal banker
Experience with CDARS or similar deposit placement services
Leadership or mentoring 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
Vision Plan
Flexible Spending Accounts (Healthcare & Dependent Care)
Life and AD&D Insurance
Disability Plans
Life Assistance Plan (EAP)
Multiple Supplemental Plans
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!”
RCB Bank is an EOE. We offer EEO to all persons without regard to race, color, religion, age, marital or veterans’ status, sex, national origin, physical or mental disability, or any other legally protected class.
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Job Description Posted Monday, March 16, 2026 at 6:00 AM
RCB Bank has been a responsible employer since 1936, standing firm on moral and ethical principles as a bank and as an inclusive 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 diverse employees who meet high standards of character, education and occupational qualifications. RCB Bank is dedicated to building Relationships, contributing to our Communities, and embracing our Boldness!
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 serve as a senior member of the branch team, responsible for providing high-level customer service and account support. In addition to performing all CSR I functions, someone to handle more complex customer scenarios, including advanced account types (e.g., Trusts, IRAs, POAs) CDARS processing, and accounts involving complex beneficial ownership structures. Someone to work closely with loan officers and trust representatives to ensure seamless account setup and servicing for new loan and trust customers. Someone to play a key role in mentoring and training new CSR staff and supporting branch operations by assisting in clearing account-related exceptions. In addition to traditional CSR responsibilities, someone to serve as a key line of defense in 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 possess knowledge of bank products, services, and regulatory requirements.
You enjoy working in a fast-paced work environment and managing multiple tasks/projects and deadlines simultaneously.
You enjoy mentoring/guiding less experienced staff and want to see them succeed in their goals.
You care about your community and have a desire to be involved.
What you’ll do:
Deliver exceptional service while opening and servicing personal and business deposit accounts, executing all CIP requirements and adhering to all applicable laws and regulations.
Serve as the branch expert in advanced account scenarios, including but not limited to Vocable and irrevocable trust accounts, and individual retirement accounts with complex maintenance needs, power of attorney accounts, and accounts with multiple or complex beneficial ownership structures.
Work with customers to resolve questions and concerns, escalating to appropriate supervisor or department, as necessary.
Assist CSR I with complex and higher-level new account and maintenance requests; act as a resource for other CSRs by answering questions and coaching on best practices.
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, including signature verification, new account screening tools, and established verification protocols.
What you must have:
High school diploma or GED
Minimum two (2) years of proven customer service experience
What might set you apart:
Minimum three (3) years of experience in banking, including previous experience as a CSR or personal banker
Experience with CDARS or similar deposit placement services
Leadership or mentoring 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
Vision Plan
Flexible Spending Accounts (Healthcare & Dependent Care)
Life and AD&D Insurance
Disability Plans
Life Assistance Plan (EAP)
Multiple Supplemental Plans
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!”
RCB Bank is an EOE. We offer EEO to all persons without regard to race, color, religion, age, marital or veterans’ status, sex, national origin, physical or mental disability, or any other legally protected class.
#J-18808-Ljbffr