Bank Bookkeeper & Customer Service Specialist

Shelby-Savings-Bank; Center (TX); On-site; USD 36,000 - 54,000; Full time

Job summary

Shelby-Savings-Bank seeks a detail-oriented Bookkeeper to manage daily recording, balancing and reporting of financial transactions in our Texas branch. You will assist customers in person and by phone, and collaborate with teammates to ensure accurate ledgers and timely statements.

Responsibilities include reconciling general ledger accounts, processing wires and customer statements, and supporting bank operations with professionalism and discretion.

Qualifications

• High school diploma or equivalent.
• Background check must be passed.
• Perform basic math functions.
• Excellent organizational skills and multitasking capabilities.
• Ability to read and interpret policies, procedures, memorandums, etc.
• Ability to present oneself in an appropriately clean professional dress and manner
• Provide courteous, knowledgeable and professional customer service both in person and on the phone
• Assume responsibility, display initiative, and exercise good judgement
• Display an ability to remain attentive and discreet
• Ability to work cooperatively with others as part of a formal or informal team to accomplish Bank goals; to respect the needs, ideas, and contributions of others

Responsibilities

• Provide the highest level of service.
• Greet every customer with a warm welcome and a smile.
• Answer questions and assist customers with their accounts, both in person and by phone
• Perform regular general ledger bank account reconciliations
• Prepare incoming and outgoing wires
• Prepare customer bank statements
• Prepare daily reports for the bank president
• Assist or train other bank employees
• Promote bank products or services
• Refer customers to appropriate bank personnel for products or services offered
• Keep desk/area secure and clean at all times
• Report any discrepancies or suspicious activity
• Rotational Saturday Teller duties
• Involvement in community events and/or civic organizations.
• Other duties as assigned

Skills

Customer service

Teamwork

Multitasking

Attention to detail

Education

High school diploma

Job description

Shelby-Savings-Bank seeks a detail-oriented Bookkeeper to manage daily recording, balancing and reporting of financial transactions in our Texas branch. You will assist customers in person and by phone, and collaborate with teammates to ensure accurate ledgers and timely statements.

Responsibilities include reconciling general ledger accounts, processing wires and customer statements, and supporting bank operations with professionalism and discretion.