Customer Service Rep-3 Stallings Branch - Nacogdoches

Cbtxonline; Central Elgin; On-site; CAD 35,000 - 55,000; Full time

Job summary

An established industry player is seeking a dedicated Customer Service Representative to enhance customer satisfaction and trust. In this role, you will perform essential banking transactions, including deposits, withdrawals, and account management, while promoting various banking products. Your expertise in customer service will be crucial in addressing client needs and providing personalized assistance. Join a supportive team that values community involvement and offers opportunities for professional growth. If you are enthusiastic about delivering exceptional service and fostering customer relationships, this position is perfect for you.

Qualifications

• Erfahrung im Kundenservice und in der Bearbeitung von Banktransaktionen.
• Fähigkeit, Kundenanfragen effizient zu bearbeiten und Lösungen anzubieten.

Responsibilities

• Durchführung von Kundenservice-Transaktionen wie Einzahlungen und Kontoeröffnungen.
• Cross-Selling von Bankprodukten und Bereitstellung personalisierter Dienstleistungen.

Skills

Kundenservice

Kommunikationsfähigkeiten

Verkaufskompetenz

Detailorientierung

Education

Abschluss in Betriebswirtschaft oder verwandten Bereichen

Tools

DCI Teller

iCore

Job description

Recognizes and meets customer expectations of service and professionalism and creates a high level of customer satisfaction and trust. Continually display a courteous and helpful level of enthusiasm, and service knowledge with customers. The summary of duties include, but are not limited to, performing all deposit account services such as taking deposits, withdrawals, opening new accounts, and placing account holds. The CSR 3 is also responsible for cross selling and referring all deposit and loan products as well as up streaming loans and other products for approval.

PRINCIPAL DUTIES AND RESPONSIBILITIES

1. Recognizes and addresses customers by name. Listens carefully to customer requests, comments, or complaints and responds appropriately in accordance with CBTx procedures. Is responsible for comprehensive, prompt, and efficient customer transactions.
2. Performs a variety of customer service transactions on a daily basis such as account holds, stop payments, direct deposits and check confirmation.
3. Cross-markets and promotes other CBTx products and services such as loans, IRA's, CD's, and safe deposit boxes. Up streams loans for approval.
4. Open new accounts (personal or commercial) DDA, savings, CD's, IRA's, and safe deposit boxes. Also will review and approve/decline NSF in accordance with CBTx policy and procedures.
5. Provides extensive personalized service to depositors with specific or special banking needs including: personal banking account advice, suggestions for account resolution; researches customer inquiries; provides customers with account information and updates as requested.
6. Counts, checks, and packages coins and currency. Cashes checks and cash for deposits to accounts, verifies amounts, examines checks for proper endorsement, and enters transactions into computer records.
7. Maintains cash supply within prescribed limits, orders cash when necessary, prepares cash transfer slips and counts incoming cash.
8. Balances cash drawer at the end of the shift and compares totaled amounts to electronic journal on DCI. Reports any discrepancies to his or her supervisor as necessary.
9. Places hold on accounts for uncollected funds and prepares CBTx Notice of Delayed Availability in accordance with CBTx procedures.
10. Balances and loads ATM when necessary.
11. Depending on experience, may be trained to be a loan assistant.
12. Receives mortgage, consumer loan, and other payments, inspects negotiable instruments and cash offered for payment and ensures the payments match balances due, enters payments received into CBTx computer records and generates customer receipts.
13. Provides guidance to CSR-1's and 2's as to proper use of DCI Teller, iCore features and functions, night depository contracts, and interpretation of CBTx policies and procedures.
14. Performs bank by mail and night deposit functions where available.
15. Participates as a volunteer in community and non-profit activities.
16. Other duties as assigned.