Customer Service Associate

Synergy-Bank; Thibodaux (LA); On-site; USD 32,000 - 38,000; Full time

Job summary

Synergy-Bank in Thibodaux, LA is seeking a Customer Service Associate to deliver exceptional service and build lasting relationships with customers. You will help with daily banking needs and provide personalized solutions.

The role combines teller and CSR responsibilities, requiring accurate transaction processing, balance accuracy, and the ability to work a flexible schedule, including Saturdays. Excellent communication and attention to detail are essential.

Qualifications

• High school diploma or GED required.
• Six months of customer service experience preferred.
• Strong communication and attention to detail essential.
• Ability to work a flexible schedule including Saturdays.

Responsibilities

• Greet customers and deliver a positive banking experience.
• Assist customers in person and by phone with a professional approach.
• Process deposits, withdrawals, transfers and check cashing accurately.
• Verify identity, signatures, and account information.
• Open and maintain consumer and business accounts as needed.
• Support debit card services, online banking, and product cross-sell.
• Balance cash drawers and follow cash-handling procedures.
• Maintain compliance with BSA/CIP and security requirements.

Skills

Customer service

Attention to detail

Communication

Multitasking

Cash handling

Education

High school diploma or GED

Tools

Banking software

MS Office

Job description

Build Relationships. Deliver Exceptional Service. Grow Your Banking Career.Are you passionate about helping people, providing outstanding customer service, and ensuring every detail is handled accurately? If so, we'd love to meet you.As a Customer Service Associate (CSA), you'll serve as the face of our community bank, helping customers with their daily banking needs while building strong relationships and providing personalized solutions. This role combines the responsibilities of a Bank Teller and Customer Service Representative, offering a dynamic opportunity to develop your banking and financial services career.We're looking for individuals who thrive in a fast-paced environment, enjoy interacting with customers, have excellent attention to detail, and are willing to work a flexible schedule to meet the needs of our customers and team.What You'll DoDeliver Outstanding Customer ServiceWelcome customers and create a positive banking experience with every interaction.Assist customers in person and over the phone with a professional, friendly, and solution-oriented approach.Identify customer needs and connect them with appropriate banking products and services.Build lasting customer relationships through exceptional service and follow-up.Resolve customer concerns efficiently while demonstrating empathy and professionalism.Process Transactions with AccuracyAccurately process deposits, withdrawals, transfers, payments, and check cashing transactions.Verify customer identity, signatures, endorsements, and account information.Process ATM deposits, night deposits, loan payments, utility payments, IRA contributions, HSA contributions, and other transactions.Prepare official checks and maintain accurate transaction records.Research and resolve transaction discrepancies promptly and accurately.Support New and Existing AccountsOpen new consumer and business accounts.Perform account maintenance and update customer records.Assist customers with debit card services, wire transfers, online banking, business online banking, and account documentation.Support customers with IRA, HSA, consumer, and business banking products.Assist with safe deposit box administration and customer access.Manage Cash and Balance OperationsCount, verify, and balance currency and coin throughout the day.Balance teller drawers, ATMs, and vaults according to bank procedures.Follow all cash handling and dual-control procedures.Identify and resolve balancing discrepancies while maintaining a high degree of accuracy.Support Branch SuccessCollaborate with branch team members to ensure smooth daily operations.Assist coworkers and contribute to a positive team environment.Maintain an organized workstation and customer-friendly banking environment.Participate in training and continuously develop banking knowledge and skills.Maintain Compliance and SecurityAdhere to all bank policies, procedures, and regulatory requirements.Complete CTRs and other required documentation accurately and timely.Comply with BSA, CIP, and related regulations.Identify potential fraud, suspicious activity, and financial exploitation concerns.Protect confidential customer and bank information at all times.What We're Looking ForRequired QualificationsHigh school diploma or GED.Minimum of six months of customer service experience.Strong attention to detail and commitment to accuracy.Ability to work a flexible schedule, including varying weekday hours and occasional Saturdays.Excellent communication and interpersonal skills.Preferred QualificationsTeller, banking, retail banking, or financial services experience.Experience opening new accounts or cross-selling products and services.Sales experience with a customer-focused approach.Coursework or education in business, finance, or related fields.Familiarity with banking technology and software systems.Key Skills for SuccessExceptional customer service and relationship-building abilities.Strong attention to detail and organizational skills.Accuracy with cash handling and transaction processing.Ability to multitask in a fast-paced environment.Professional verbal and written communication.Problem-solving and conflict-resolution skills.Ability to remain composed and productive under pressure.Team-oriented mindset with a willingness to support others.Basic computer proficiency, including Microsoft Office applications.Physical RequirementsAbility to stand or walk for extended periods.Frequent use of hands for cash handling and computer work.