Clerk I, Bookkeeping/Operations
About The Position
This position is responsible for reviewing daily reports of customer level maintenance for validity and correctness, ensuring receipt of supporting documentation. The role also involves reviewing new account documentation for adherence to regulatory and/or legal requirements and bank policy, and performing system reviews of customer and account level input for accuracy and completeness. The Clerk will work with branch personnel to clear documentation exceptions and monitor accounts for compliance with the USA Patriot Act. Additionally, the position requires providing extraordinary customer service in person and over the phone, and the individual will be cross-trained as a Customer Service Representative (CSR). Other job-related duties and special projects may be assigned. Regular and consistent attendance and punctuality are essential functions of the job.
Requirements
- Detailed understanding of BancFirst 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.
- Excellent work ethic.
Nice To Haves
- Knowledge of legal requirements for account documentation.
Responsibilities
- 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.
Benefits
- excellent benefits
- learning environment that allows them to continuously improve their skills
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
