UNIVERSAL BANKER

FIRST NATIONAL BANK OF OKLAHOMA•Tulsa, OK

23d•Onsite

About The Position

First National Bank of Oklahoma is seeking an experienced Universal Banker to perform routine branch operations and build long-term customer relationships by providing complete, efficient customer service. The role combines teller and customer service operations, assists with account maintenance, and works closely with the team to support a high level of customer satisfaction. The position is based at the Tulsa Office in Tulsa, Oklahoma, and is full-time with a day shift and no travel.

Requirements

High school diploma or equivalent.
At least 1 year of general cash-handling, sales, and customer service experience.
Ability to demonstrate strong enthusiasm for excellent customer service.
Basic math proficiency and aptitude.
Good analytical and problem-solving skills, including the ability to diagnose and resolve various situations.

Nice To Haves

At least 1 year of banking experience, including teller transactions and customer service.

Responsibilities

Greet customers, assess their needs, and process deposits, withdrawals, check cashing, money orders, and other transactions accurately, professionally, and courteously.
Verify customer identification and endorsements, ensure transaction forms are completed correctly, and place holds on accounts for uncollected funds.
Complete transactions efficiently, record them in the computer system, and generate customer receipts.
Count incoming cash, order a daily cash supply, and balance currency, coin, and checks in the cash drawer at the end of the shift.
Remove deposits from the night depository and count and balance the cash.
Accept loan payments and complete accurate documentation for large transactions.
Handle customer complaints and work to resolve sensitive issues.
Perform data entry for reporting requirements and assist with administrative tasks such as daily maintenance review and scanning.
Answer the main phone line promptly, provide assistance, and transfer calls to the appropriate party when needed.
Help customers with accounts, statements, online banking, errors, check orders, card disputes, and wire transfers; research customer inquiries and resolve issues.
Assess prospective, new, and existing customers' needs and assist with checking and savings accounts, certificates of deposit, and IRA accounts.
Recommend additional bank products and services to customers and support the sale of products and services.
Interact professionally and courteously with customers, prospective customers, visitors, coworkers, and vendors.
Comply with regulatory requirements and bank policies, including attendance, punctuality, and confidentiality guidelines.