Banking Support Specialist - Inbound Care & Cross-Sell

American National Bank Of Texa; Mesquite (TX); On-site; USD 36,000 - 48,000; Full time

Job summary

American National Bank Of Texa is seeking a Customer Care Unit Specialist to support daily inbound contact center operations and assist customers with inquiries, transactions, and product referrals. The role emphasizes accurate information delivery and cross-selling opportunities while maintaining professional service.

Responsibilities include processing transactions, supporting loan applications and new accounts via phone and internet, and staying informed about bank services to effectively

Qualifications

• High School diploma or equivalent educational/work experience.
• 1 year general banking, customer service or call center experience.

Responsibilities

• Assists customers with paying and receiving transactions as a virtual teller and processes consumer loan applications and new accounts via phone and internet.
• Provides timely and accurate information regarding bank services and resolves problems.
• Performs operational procedures and maintenance required to support the process of providing quality customer service.
• Looks for cross-sell opportunities by uncovering new and existing customer expansion opportunities and refers customers to appropriate bank area.
• Keeps informed about bank services and products in general and bank procedures in order to effectively serve the customer.
• Demonstrates professional, prompt and courteous service and shows respect and confidence when assisting customers.

Skills

Excel

MS Word

Keyboarding

Calculator skills

Bilingual English/Spanish

Education

High School diploma or equivalent

Tools

Microsoft Excel

Microsoft Word

Job description

American National Bank Of Texa is seeking a Customer Care Unit Specialist to support daily inbound contact center operations and assist customers with inquiries, transactions, and product referrals. The role emphasizes accurate information delivery and cross-selling opportunities while maintaining professional service.

Responsibilities include processing transactions, supporting loan applications and new accounts via phone and internet, and staying informed about bank services to effectively