Customer Experience Specialist — Banking

Security State Bank & Trust; Fredericksburg (TX); On-site; USD 42,000 - 62,000; Full time

Job summary

Security State Bank & Trust in Texas seeks a Customer Service Specialist to deliver superior service across in-person, phone, and digital channels. You will support account inquiries, processing requests, and customer onboarding while upholding bank policies and regulatory requirements.

You’ll work under the VP Operations to resolve issues and reinforce service excellence. The role emphasizes accurate documentation, relationship building, and collaboration with branches, lenders, and operations

Qualifications

• High school diploma or GED required; a bachelor’s degree is preferred for professional roles.
• Excellent written and verbal communication skills with customers.
• Strong attention to detail and accuracy in handling banking tasks.

Responsibilities

• Provide professional, accurate, and timely customer service across in-person, phone, email, and digital channels.
• Assist customers with account inquiries, product information, transactions, and onboarding.
• Build and maintain positive relationships and refer suitable bank products as needed.
• Process account maintenance requests and ensure documentation is complete and compliant.
• Research and resolve customer questions, discrepancies, and service issues promptly.
• Support daily branch operations and ensure adherence to service standards and policies.

Skills

Customer service

Communication skills

Attention to detail

Education

High school diploma or GED

Bachelor's degree in finance, accounting, business administration, or related field

Tools

Microsoft Office

Core banking platforms

Job description

Security State Bank & Trust in Texas seeks a Customer Service Specialist to deliver superior service across in-person, phone, and digital channels. You will support account inquiries, processing requests, and customer onboarding while upholding bank policies and regulatory requirements.

You’ll work under the VP Operations to resolve issues and reinforce service excellence. The role emphasizes accurate documentation, relationship building, and collaboration with branches, lenders, and operations