Banking Customer Success Specialist

TexasBank

Weatherford (TX)

In loco

USD 32.000 - 42.000

Tempo pieno

14 giorni+

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Descrizione del lavoro

TexasBank Weatherford is seeking a Customer Service Representative to be the first point of contact for customers, handling deposits, inquiries, and product information in person, by phone, or online.

You will provide courteous service, maintain accurate records, and stay informed about bank products. The role involves identifying cross-sell opportunities while ensuring regulatory compliance in a fast-paced environment.

Competenze

High school diploma or equivalent required.
At least one year of experience in a customer service role, preferably in banking.
Strong interpersonal and communication skills.
Excellent numerical aptitude and attention to detail.
Proficiency in computer applications and banking software.

Mansioni

Provide courteous and efficient assistance to customers in person, over the phone, or through digital channels regarding banking transactions and product information.
Investigate and resolve customer concerns and issues in a satisfactory manner.
Assist customers with account openings, closures, and maintenance tasks while ensuring regulatory compliance.
Offer personalized guidance on banking products based on customer needs and goals.
Identify opportunities to cross-sell banking products and services.
Process deposits, withdrawals, transfers, and payments accurately while maintaining security and confidentiality.
Maintain accurate records of customer interactions and transactions.
Collaborate with team members and other departments to improve processes.