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Customer Support
Customer Service Representative
Ardmore, OK

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First National Bank & Trust Company

Transaction Services Representative

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Job Description

Job Title:
Transaction Services Representative Department:
Transaction Services Date:
04.25.2023
Reports To:
Transaction Services Supervisor FLSA Status:
Non-Exempt
JOB SUMMARY
Perform the basic banking duties classified as bookkeeping, item, and data processing. Daily responsibilities will consist of various items from the essential duties and responsibilities below. This will be on a rotating basis, so employees are proficient in all areas.
ESSENTIAL JOB FUNCTIONS
  • Transmit ACH files from cash management and Internet banking.
  • Process the collection of foreign exchange items as needed.
  • Assist in managing the retention and destruction of truncated physical items.
  • Responsible for error resolutions.
  • Responsible for charge off checking and savings accounts for all locations.
  • Responsible for incoming and outgoing returns.
  • Review stop pay, hold and large item reports.
  • Answer customer calls and e-mail correspondence.
  • Assist branch personnel with deposit and teller operations questions.
  • Escheat items on an annual basis.
  • POD fraud monitoring.
  • Process incoming and outgoing wires.
  • Research and adjustments.
  • Process unposted and NSF, DDA, and SAV items.
  • Chargeback NSF items.
  • Responsible for printing debit cards.
  • Responsible for marking checks & ACHs to be returned for stop payment and WSUDs.
  • Responsible for maintaining Cold+ reports.
  • May participate in special projects or issues which may arise.
ADDITIONAL RESPONSIBILITIES
  • Performs other duties as assigned.
MINIMUM QUALIFICATIONS FOR CONSIDERATION
  • High school diploma or general education degree (GED),
  • Six months to one year of experience or equivalent combination of education and experience.
KNOWLEDGE, SKILLS, AND ABILITIES
  • Language skills: Ability to read and comprehend simple instructions, short correspondence, and memos as well as instructional and/or regulatory material,
  • Ability to write simple correspondence as well as instructional and informative procedures,
  • Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization,
  • Mathematical skills: Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent,
  • Ability to apply common sense understanding to carry out detailed but uninvolved written or oral instructions,
  • Ability to deal with problems involving a few concrete variables in standardized situations,
  • Knowledge of Horizon Database software; Internet software; Microsoft Excel Spreadsheet software and Microsoft Word processing software.
PHYSICAL REQUIREMENTS
This is sedentary work that requires the following physical activities:
  • Sitting or standing for long periods.
  • Walking, talking, hearing, use of hands and good finger dexterity and feeling; reaching with arms, visual acuity; and using frequent repetitive motions.
  • The employee must occasionally lift and/or move up to 25 pounds of paper supplies and minor office equipment.
WORKING CONDITIONS
  • Normal office environment.
NOTE :
The above statements are intended to describe the general nature and level of work performed by an employee in this position. These statements are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of employees in this position. First National Bank & Trust of Ardmore is an
EOE, Including Disability/Vets Benefits:
401(k) matching Dental insurance Employee assistance program Flexible spending account Health insurance Life insurance Paid time off Professional development assistance Referral program Retirement plan Tuition reimbursement Vision insurance Application Question(s): Please describe any professional banking experience you have.
Education:
High school or equivalent (Required)
Experience:
Banking:
1 year (Preferred) Ability to
Commute:
Ardmore, OK 73401 (Required)
Work Location:
In person

Benefits

  • Paid Time Off (PTO)
  • Financial Aid/Assistance
  • Professional Development
  • 401(k) Plans