RCB Bank
RCB Bank has been a responsible employer since 1936, standing firm on moral and ethical principles as a bank and as an inclusive employer while fulfilling our commitment to excellence. Operating with values such as integrity, respect, sincerity and honor, RCB Bank is an equal opportunity employer, striving to hire diverse employees who meet high standards of character, education and occupational qualifications. RCB Bank is dedicated to building Relationships, contributing to our Communities, and embracing our Boldness!
With over 60 locations, RCB Bank offers a variety of excellent career opportunities in Oklahoma and Kansas. We offer full-time and part-time opportunities along with a comprehensive benefit package (eligibility requirements apply).
Internal Deadline: 08/15/2025
At RCB Bank, we believe that every role within our organization plays a critical part in delivering exceptional service to our customers and communities. The jobs we offer reflect our commitment to building strong, meaningful relationships and maintaining the highest standards of integrity, professionalism, and customer care. We are dedicated to fostering a culture where every team member understands their purpose and impact on our mission to serve the financial needs of our customers while contributing to the economic vitality of the communities we call home.
RCB Bank is committed to creating an outstanding experience for our customers in every single interaction, and we desire to differentiate RCB Bank from the competition through exceptional standards of service. All employees, whether in person, on the phone, through email, or online are expected to conduct themselves with the utmost level of professionalism and customer service while adhering to the RCB Bank standards of service: Integrity, Reputation, Professional, Empowered, Welcome, Ownership, Action, Responsive, Relational, and Excel.
POSITION SUMMARY:
The Customer Service Representative II (CSR II) serves as a senior member of the branch team, responsible for providing high-level customer service and account support. In addition to performing all CSR I functions, this role handles more complex customer scenarios, including advanced account types (e.g., Trusts, IRAs, POAs) CDARS processing, and accounts involving complex beneficial ownership structures. The CSR II works closely with loan officers and trust representatives to ensure seamless account setup and servicing for new loan and trust customers. This position also plays a key role in mentoring and training new CSR staff and supports branch operations by assisting in clearing account-related exceptions.
ESSENTIAL FUNCTIONS:
Delivers exceptional service while opening and servicing personal and business deposit accounts, including checking, savings, CDs, IRAs, and money market accounts. Serves as the branch expert in advanced account scenarios:
Revocable and irrevocable trust accounts Individual Retirement Accounts (IRAs) with complex maintenance needs Power of Attorney (POA) accounts Accounts with multiple or complex beneficial ownership structures.
Processes and manages CDARS (Certificate of Deposit Account Registry Service) accounts, ensuring accuracy and compliance. Collaborates with loan officers and trust representatives to coordinate account openings and ongoing support for loan and trust clients. Researches and resolves complex account issues, ensuring timely customer follow-up. Provides on-the-job (OTJ) training to new branch CSR staff, ensuring proper understanding of bank policies, systems, and customer service standards. Delivers ongoing training and education to branch staff on procedural updates, compliance changes, and system enhancements. Acts as a resource for other CSRs by answering questions and coaching on best practices. Reviews and clears CSR-related branch exceptions in a timely manner, ensuring documentation and compliance standards are met. Maintains in-depth knowledge of relevant regulatory requirements, including CIP, DCC, and beneficial ownership rules. Assists with quality control and compliance efforts within the branch CSR function, ensuring accuracy and completeness of all customer documentation and account records. Supports the branch team with teller responsibilities and other operational tasks as needed. Participates in training programs to enhance product/regulatory knowledge and customer service skills. The position responsibilities outlined above are in no way to be construed as all encompassing. Other duties, responsibilities, and qualifications may be required and/or assigned as necessary.
EXPERIENCE REQUIRED: Minimum two (2) years of proven customer service experience Minimum three (3) years of experience in banking, including previous experience as a CSR or personal banker preferred Experience with CDARS or similar deposit placement services preferred EDUCATION, CERTIFICATIONS & TRAINING:
High school diploma or GED required JOB-SPECIFIC SKILLS & KNOWLEDGE:
Clerical skills, including working knowledge of applicable computer systems, such as Microsoft Word, Excel, and Outlook Advanced knowledge of bank products and services, with a strong understanding of account compliance, beneficial ownership, and related regulatory requirements Advanced knowledge of account types, including Trusts, IRAs, POAs, and business accounts Understanding of general leadership principles to provide appropriate support and guidance Strong communication skills with the ability to build relationships and collaborate within a team Strong customer service and interpersonal skills, with a customer-first mindset Ability to manage multiple tasks/projects and meet deadlines in a fast-paced environment Ability to deliver quality through attention to detail
RCB Bank is an EOE. We offer EEO to all persons without regard to race, color, religion, age, marital or veterans' status, sex, national origin, physical or mental disability, or any other legally protected class.
With over 60 locations, RCB Bank offers a variety of excellent career opportunities in Oklahoma and Kansas. We offer full-time and part-time opportunities along with a comprehensive benefit package (eligibility requirements apply).
Internal Deadline: 08/15/2025
At RCB Bank, we believe that every role within our organization plays a critical part in delivering exceptional service to our customers and communities. The jobs we offer reflect our commitment to building strong, meaningful relationships and maintaining the highest standards of integrity, professionalism, and customer care. We are dedicated to fostering a culture where every team member understands their purpose and impact on our mission to serve the financial needs of our customers while contributing to the economic vitality of the communities we call home.
RCB Bank is committed to creating an outstanding experience for our customers in every single interaction, and we desire to differentiate RCB Bank from the competition through exceptional standards of service. All employees, whether in person, on the phone, through email, or online are expected to conduct themselves with the utmost level of professionalism and customer service while adhering to the RCB Bank standards of service: Integrity, Reputation, Professional, Empowered, Welcome, Ownership, Action, Responsive, Relational, and Excel.
POSITION SUMMARY:
The Customer Service Representative II (CSR II) serves as a senior member of the branch team, responsible for providing high-level customer service and account support. In addition to performing all CSR I functions, this role handles more complex customer scenarios, including advanced account types (e.g., Trusts, IRAs, POAs) CDARS processing, and accounts involving complex beneficial ownership structures. The CSR II works closely with loan officers and trust representatives to ensure seamless account setup and servicing for new loan and trust customers. This position also plays a key role in mentoring and training new CSR staff and supports branch operations by assisting in clearing account-related exceptions.
ESSENTIAL FUNCTIONS:
Delivers exceptional service while opening and servicing personal and business deposit accounts, including checking, savings, CDs, IRAs, and money market accounts. Serves as the branch expert in advanced account scenarios:
Revocable and irrevocable trust accounts Individual Retirement Accounts (IRAs) with complex maintenance needs Power of Attorney (POA) accounts Accounts with multiple or complex beneficial ownership structures.
Processes and manages CDARS (Certificate of Deposit Account Registry Service) accounts, ensuring accuracy and compliance. Collaborates with loan officers and trust representatives to coordinate account openings and ongoing support for loan and trust clients. Researches and resolves complex account issues, ensuring timely customer follow-up. Provides on-the-job (OTJ) training to new branch CSR staff, ensuring proper understanding of bank policies, systems, and customer service standards. Delivers ongoing training and education to branch staff on procedural updates, compliance changes, and system enhancements. Acts as a resource for other CSRs by answering questions and coaching on best practices. Reviews and clears CSR-related branch exceptions in a timely manner, ensuring documentation and compliance standards are met. Maintains in-depth knowledge of relevant regulatory requirements, including CIP, DCC, and beneficial ownership rules. Assists with quality control and compliance efforts within the branch CSR function, ensuring accuracy and completeness of all customer documentation and account records. Supports the branch team with teller responsibilities and other operational tasks as needed. Participates in training programs to enhance product/regulatory knowledge and customer service skills. The position responsibilities outlined above are in no way to be construed as all encompassing. Other duties, responsibilities, and qualifications may be required and/or assigned as necessary.
EXPERIENCE REQUIRED: Minimum two (2) years of proven customer service experience Minimum three (3) years of experience in banking, including previous experience as a CSR or personal banker preferred Experience with CDARS or similar deposit placement services preferred EDUCATION, CERTIFICATIONS & TRAINING:
High school diploma or GED required JOB-SPECIFIC SKILLS & KNOWLEDGE:
Clerical skills, including working knowledge of applicable computer systems, such as Microsoft Word, Excel, and Outlook Advanced knowledge of bank products and services, with a strong understanding of account compliance, beneficial ownership, and related regulatory requirements Advanced knowledge of account types, including Trusts, IRAs, POAs, and business accounts Understanding of general leadership principles to provide appropriate support and guidance Strong communication skills with the ability to build relationships and collaborate within a team Strong customer service and interpersonal skills, with a customer-first mindset Ability to manage multiple tasks/projects and meet deadlines in a fast-paced environment Ability to deliver quality through attention to detail
RCB Bank is an EOE. We offer EEO to all persons without regard to race, color, religion, age, marital or veterans' status, sex, national origin, physical or mental disability, or any other legally protected class.