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Customer Service Officer (CSO)

Okemah, Oklahoma
  • Job Status
    Full Time









Customer Service Officer (CSO)


Okemah, OK                                                         












While the emphasis of this role is finance, it includes responsibilities for Branch Management, Personnel Administration, Sales and Service of Bank Products, Operational Compliance, Operational and Sales Support, Financial Reporting, Accounts Payable, Public Fund Pledging, Building and Grounds Maintenance, Committee Representation, Departmental Support, and Special Projects.




Reporting to the bank President





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.










Staffing of the depository and operations function within the branch is at a level necessary to meet customer demands.




Oversee, direct and organize the work of the depository and operations teams.




Promote a culture of high performance and continuous improvement that values learning and a commitment to quality and customer service.




Ensure staff members receive timely and appropriate training and development.




Establish and monitor staff performance and development goals, assign accountabilities, set objectives, establish priorities, conduct annual performance appraisals and administer salary adjustments.




Workflow throughout the depository area is evenly distributed and reviewed on at least a quarterly basis with department supervisors and/or employees.




Action plans defined in our Strategic Plan are accomplished within designated due dates.










Personnel policies and procedures as set out by BancFirst are followed.




Performance Development Review forms is given to supervisors for 90-day reviews at least two weeks prior to review date.




Annual Performance Development Review forms are given to all departments within the time frame designated by Human Resources.




The annual Insurance Benefit review is completed within the time frame defined by Human Resources.










Knowledge of all depository products is at a level to effectively discuss product benefits and features with customers and prospects.




CSR’s are adequately trained on all products within 12 months of hire date.




All customers are provided with a level of concern and consideration that exceeds their expectations whether interaction is by phone or in person.










All internal/external audit concerns are addressed within one week of audit reports.




All reporting is submitted by dates defined.










Staff meetings are held at least weekly.




Performance reviews are completed annually.




Performance standards are reviewed quarterly with each staff member and updated as needed.




Scheduling and support of CSR staff is provided on an as needed basis.










All expenses are reviewed for accuracy and documentations, initialed, and forwarded to the President within 24 hours of receipt.










Releases and Pledges are given to the proper entity within 24 hours of receipt.




Signed releases and pledges are sent to the Investment Department immediately upon receipt.




Monthly Reporting requirements










Manage relationships/agreements with external partners/vendors.




Manager coordinates with CSO to discuss general upkeep of buildings and outside grounds when necessary.




All buildings and grounds are maintained at a level acceptable to management.










Committee participation meets all requirements as defined by the Committee Chairperson.










Demonstrate excellence and expertise in the fields of financial management, administration and operations.




Good project and time management skills




Knowledge of business and management principles




Sound knowledge of finance, technology and administration




Management and Leadership knowledge and experience








BancFirst, Okemah


302 W. Broadway Street


Okemah, OK  74859







Full Time




Hometown service, statewide strength. BancFirst is committed to investing in the future of Oklahoma communities. BancFirst is a $7 billion bank offering personal and commercial products, trust, insurance, and investment services in fifty-four 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.



Diversity…Our differences enhance business performance.


  • Administrative, Mgmt.
  • Accounting / Finance
  • Customer Service
  • Sales
  • Executive
  • Administrative / Office

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Okemah, Oklahoma

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Okemah, Oklahoma

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