Call Center Customer Experience Specialist I
RCB Bank
Internal Deadline: 08/04/2025
Position not remote, located onsite at support location.
Oklahoma locations: Claremore, Vinita
Kansas locations: Wichita, Winfield, Ark City
POSITION SUMMARY: Provides customer service via the telephone for routine inquiries and concerns from customers and branches regarding banking products and financial services.
ESSENTIAL FUNCTIONS:
- Assist customers and branches needing technical assistance with all Bank related business products such as Online Banking, IVR, ITM, etc.
- Assist customers and branches with inquiries by electronically retrieving information regarding the customer account and transactions in question while following Bank, regulatory and legal compliance requirements.
- Effectively assist customers and branches with concerns and/or difficult problems while working toward resolution and referring to supervisor/manager as needed.
- Work to achieve continued satisfaction and retention of existing customers by promoting and educating them relative to products that will further benefit their banking experience with RCB Bank.
- Navigate a computerized system of tracking, information gathering and/or troubleshooting while analyzing problems quickly, leading conversations toward logical conclusions and clearly defining solutions for customers.
The following duties are assigned based on knowledge and skill level.
- Account Inquiry, Funds Transfers, Online Banking Password Resets, IVR Password Resets
- ATM Check Card Information, Stop Payments, Verify Funds, Transaction Research
- Card Research (Limit Increases and Foreign Exemptions), Check Orders, Disputes ACH and Card) Forgeries and Fraud
- Loan Payments and Payoffs, Fresh Start Agreements, Loans, Wire Transfers
- New Account Information, Rewards Account Information and Qualifications, Quote Interest Rates (DDA, SAV, CD and IRA), Bounce Protection and Reg-E (Enhanced Bounce))
Management can assign or reassign duties and responsibilities to this job at any time as needed. Customer Experience Specialists I will be required to work a minimum of (1) year in the Call Center before posting for positions outside the department.
EXPERIENCE REQUIRED:
One (1) year of customer service experience.
Call Center experience preferred.
EDUCATION, CERTIFICATIONS & TRAINING:
High school diploma or GED required.
JOB-SPECIFIC SKILLS & KNOWLEDGE:
- Strong telephone, reading comprehension and communication skills, both verbal and written.
- Strong customer service skills to assist customers with ease and communicate with professionalism and care.
- Strong analytical and problem-solving skills with ability to make decisions independently.
- Must possess a can-do attitude in order to look for positive solutions to customer and department situations.
- Knowledge of various banking and cash management products and systems.
- Ability to work in a fast-paced phone environment.
- Ability to multitask while taking phone calls, chat sessions, emails etc.
- Typing ability.
- Strong client focus with excellent problem solving and decision-making skills.
- Positive attitude and ability to work well in a team environment.
- Proficient in applicable computer systems (Microsoft Word, Excel, PowerPoint, Outlook and Internet Explorer).