Client Relations Specialist

2 weeks ago


Weatherford, Oklahoma, United States BancFirst Full time

Customer Service Officer (CSO)

Position Overview


The CSO plays a pivotal role in overseeing branch operations, managing personnel, and ensuring compliance with banking regulations while providing exceptional service to clients.


KEY RESPONSIBILITIES include the following. Additional tasks may be assigned as necessary.

BRANCH OPERATIONS MANAGEMENT

Ensure adequate staffing levels to meet client needs

Direct and coordinate the daily operations of the branch

Foster a culture of excellence and continuous improvement focused on quality service

Facilitate ongoing training and development for staff

Maintain open lines of communication across all branches

Set performance expectations, conduct evaluations, and manage staff accountability

Regularly assess workflow and make adjustments as needed

PERSONNEL MANAGEMENT

Implement personnel policies and procedures as outlined by the organization

Conduct timely performance reviews and development assessments

PRODUCT SALES AND SERVICE

Possess comprehensive knowledge of banking products to effectively assist clients

Ensure all staff are proficiently trained on products within their first year

Deliver a level of service that consistently exceeds client expectations

REGULATORY COMPLIANCE

Address all audit findings promptly and ensure compliance with reporting deadlines

OPERATIONAL SUPPORT

Conduct regular staff meetings to promote collaboration

Complete annual performance assessments and update standards as necessary

Provide scheduling support for staff as required

FINANCIAL MANAGEMENT

Review and verify all financial documents for accuracy and submit promptly

FACILITY MANAGEMENT

Oversee relationships with external vendors and ensure facility maintenance standards are met

COMMITTEE INVOLVEMENT

Participate in various committees and undertake special projects as assigned


This job description is intended to provide a general overview of the responsibilities and requirements of the position. Duties and responsibilities may evolve over time.



QUALIFICATIONS

Demonstrated expertise in financial management and operational oversight

Strong community engagement and involvement

Excellent verbal and written communication skills

Proficient in project and time management

Solid understanding of business and management principles

Knowledgeable in finance, technology, and administration

Experience in leadership and management roles

Familiarity with legal processes such as subpoenas

PHYSICAL DEMANDS

Frequent use of computer systems and report analysis

Ability to operate standard office equipment

Regularly required to sit, stand, and perform various physical tasks

Occasional lifting of items up to 10 pounds

About BancFirst
BancFirst is dedicated to enhancing the future of communities throughout Oklahoma. As a $12 billion financial institution, we offer a range of personal and commercial banking services, trust, insurance, and investment solutions. Our employees benefit from comprehensive training and a supportive environment that encourages skill development and personalized client service.
EOE/AA - BancFirst is an Equal Opportunity and Affirmative Action employer.

Diversity...Our differences enhance business performance.

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