Purpose:

While projecting a professional image; assist with conducting internal reviews while meeting internal and external compliance regulations. Respond to inquiries and resolve issues.

Essential Functions:

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  Ensure that customers are assisted promptly in person, by telephone, or electronically by meeting or exceeding Bank standards as identified in the SMILE program.

  
  


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  Conduct reviews of transactions and account holder or loan records.

  
  


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  Gather information needed to accurately complete each review.

  
  


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  Ensure that appropriate documentation is recorded.

  
  


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  Perform monthly reviews.

  
  


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  Meet accuracy, correctness, and timeliness of work standards as required.

  
  


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  Resolve questions and/or complaints and ensure that the issue is referred to the appropriate individual for resolution.

  
  


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  Verify and ensure that appropriate action was taken in resolving customer inquiries.

  
  


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  Other duties, as assigned.

  
  

Education:

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  High School Diploma (or GED or High School Equivalence Certificate) Some College Courses preferred

  
  


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  Possess a minimum of 1-2 years of related work experience and the knowledge, skills and ability to perform the essential functions of the position.

  
  


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  Possess and maintain a valid Oklahoma Drivers License.

  
  

Physical Requirements:

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  Long periods of standing or sitting, typing and repetitive motion

  
  


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  Ability to lift and carry up to 25 lbs on occasion