Banking Solutions Specialist — Customer Relationships

Paycom - ATS

Houma (LA)

On-site

USD 36,000 - 48,000

Full time

5 days ago
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Job summary

Synergy Bank in Houma, LA is seeking a Customer Service Representative (CSR) who thrives on helping customers navigate financial decisions and delivering personalized service. You will assist with account opening, maintenance, online and mobile banking, and a range of consumer and business banking needs.

The ideal candidate has strong communication, attention to detail, and the ability to build trust and lasting relationships. Prior banking or financial services experience is a plus.

Qualifications

  • High school diploma or equivalent required.
  • Minimum two years in banking or financial services.
  • Strong communication and customer service skills.
  • Ability to maintain accuracy and confidentiality.
  • Knowledge of CIP/KYC and regulatory requirements is a plus.

Responsibilities

  • Deliver exceptional customer service and build relationships.
  • Open consumer and business deposit accounts and onboard customers.
  • Assist with account maintenance and service requests.
  • Support online and mobile banking, debit cards, and digital services.
  • Explain bank products and services to customers and identify needs.
  • Process wire transfers and handle related tasks.

Skills

Customer service
Communication
Relationship-building
Attention to detail
Multitasking
Microsoft Office

Education

High school diploma or equivalent
Bachelor's degree in related field

Tools

Fiserv
NuPoint
NAC
BPM
IMM
Card@Once

Job description

Synergy Bank in Houma, LA is seeking a Customer Service Representative (CSR) who thrives on helping customers navigate financial decisions and delivering personalized service. You will assist with account opening, maintenance, online and mobile banking, and a range of consumer and business banking needs.

The ideal candidate has strong communication, attention to detail, and the ability to build trust and lasting relationships. Prior banking or financial services experience is a plus.

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