Clerk I, Bookkeeping/Operations
Listed on 2026-08-01
-
Finance & Banking
Bank Customer Service -
Customer Service/HelpDesk
Bank Customer Service
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ARDMORE GROUP, Ardmore, OK, US
Ardmore, OK
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.
Review daily reports of customer level maintenance for validity and correctness while ensuring receipt of supporting documentation.
Review new account documentation for adherence to regulatory and/or legal requirements and bank policy.
Perform system review of customer and account level input for accuracy and completeness.
Work with branch personnel to clear documentation exceptions on new or revised accounts.
Monitor accounts for compliance with the USA Patriot Act performing necessary steps to maintain compliance.
Provide extraordinary customer service in person and over the phone.
Will be cross-trained as a Customer Service Representative (CSR).
Perform other job related duties and special projects as assigned.
Regular and consistent attendance and punctuality is an essential function of the job.
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
Detailed understanding of Banc First products and services.
Proficient in Microsoft Office and knowledge of, or the ability to quickly learn, banking software applications.
Able to perform in a highly sensitive environment, deal with confidential matters and meet deadlines.
Work well individually and with a team while maintaining a positive attitude.
Must demonstrate a business professional image and demeanor.
Must be able to communicate professionally both verbally and in writing.
Work well under stress and deadlines while managing multiple tasks.
Customer service oriented.
Critical thinking skills.
PREFERRED SKILLS AND QUALIFICATIONS
Knowledge of legal requirements for account documentation.
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 pounds.
LOCATION
Banc First, Ardmore
310 W. Main St.
Ardmore, OK 73401
HOURS
Full Time
M-F
Hometown service, statewide strength.
Banc First is committed to investing in the future of Oklahoma communities. Banc First is a $13 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 - Banc First is an Equal Opportunity employer.
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