Banking Customer Service & Cross-Sell Specialist

Centennial Bank; San Antonio (TX); Vor Ort; USD 32.000 - 42.000; Vollzeit

Zusammenfassung

Centennial Bank seeks a Customer Service Representative I to retain existing relationships and establish new deposit accounts in line with branch goals. The role promotes and cross-sells bank products and services while delivering outstanding customer service.

The CSR will open new accounts, assist with loans when needed, and ensure compliance with regulations. Strong communication and math skills are essential for success in this position.

Qualifikationen

• High School diploma or GED; 12–18 months related experience.
• Ability to communicate effectively with customers and staff.
• Math skills for discounts, interest, percentages.
• Basic problem solving and critical thinking.

Aufgaben

• Open new accounts including checking, savings, CDs, IRAs and other products offered by the bank.
• Cross-sell appropriate products and services to customers.
• Respond to customer inquiries and resolve issues promptly.
• Assist with loan origination and processing as needed.
• Maintain accurate documentation and ensure compliance with policies and regulations.
• Provide professional and friendly service to build customer loyalty.

Kenntnisse

Customer service

Cross-selling

Communication

Attention to detail

Ausbildung

High School Diploma or GED

Tools

Spreadsheet

Jobbeschreibung

Centennial Bank seeks a Customer Service Representative I to retain existing relationships and establish new deposit accounts in line with branch goals. The role promotes and cross-sells bank products and services while delivering outstanding customer service.

The CSR will open new accounts, assist with loans when needed, and ensure compliance with regulations. Strong communication and math skills are essential for success in this position.