Customer Service Representative

Synergy Bank; Thibodaux, Northern (LA, KY); Hybrid; USD 28,000 - 41,000; Full time

Job summary

Synergy Bank is seeking a Customer Service Representative to assist customers with account inquiries, transactions, and banking services in person and over the phone. You will maintain accurate account records and promote bank products while building strong customer relationships.

Responsibilities include greeting customers, resolving routine issues, cross-selling products, handling debit/ATM card requests, and ensuring compliance with banking policies and procedures.

Qualifications

• Minimum requirement is High School diploma or equivalent with strong customer service and communication skills.
• Experience in banking or financial services is preferred and helpful for handling accounts.

Responsibilities

• Greet customers professionally and assist with banking needs including account inquiries and transactions.

Skills

Customer service

Communication

Multitasking

Banking knowledge

Sales skills

Education

High school diploma or equivalent

Tools

BPM

NuPoint

NAC

Card@Once

IMM

Job description

Job Details

• Job Location: Bayou Road Thibodaux - Thibodaux, LA 70301


• Position Type: 40 Hours Per Week


• Education Level: High School Degree / Equivalent


• Salary Range: $20.00 - $30.00 Hourly


• Travel Percentage: Negligible


• Job Shift: Monday - Friday, 8 AM - 5 PM

POSITION SUMMARY

The Customer Service Representative (CSR) delivers high-quality service by assisting customers with account inquiries, transactions, and banking services both in person and over the phone. This role ensures accurate account maintenance, promotes bank products, and builds strong customer relationships while adhering to all regulatory and bank policies.

DUTIES AND RESPONSIBILITIES

Customer Service & Communication

• Greet customers professionally and assist with banking needs, including account inquiries, maintenance, safe deposit boxes, and general services.


• Communicate effectively with customers in person and by phone to resolve issues and maintain positive public relations.


• Answer incoming calls and assist with customer inquiries.


• Follow up with new and existing customers, including sending thank-you letters and resolving account exceptions.

Sales & Relationship Development

• Explain and promote bank products and services to generate personal and business accounts.


• Cross-sell products and services that meet customer needs.


• Maintain consistent weekly sales referrals.


• Contact customers regarding maturing CDs to retain relationships and deposits.


• Participate in or conduct sales meetings and ongoing product training.

Account Management & Processing

• Open new accounts and maintain existing accounts using bank systems (\"e.g., BPM, NuPoint, NAC, or similar\").


• Upload and maintain accurate account documentation daily.


• Issue debit/ATM cards and maintain account supplies (account kits, cards, account numbers).


• Order checks and ensure all records are accurate and up to date.


• Monitor and service various account types (consumer, business, IRA, HSA).

Specialized Banking Services

• Maintain and manage safe deposit box records, availability, and leasing processes.


• Process wire transfers and related agreements according to procedures.


• Accept business online banking applications.


• Handle debit card disputes and coordinate with the Fraud Department.

Compliance & Risk Management

• Comply with all federal banking regulations, including the Bank Secrecy Act and Customer Identification Policy.


• Place Reg CC holds on deposits as required.


• Follow all bank security policies and procedures.


• Maintain confidentiality and uphold ethical standards.

Administrative & Operational Duties

• Maintain inventory of account-related materials and supplies.


• Send CD notices and other customer correspondence.


• Scan, upload, and index documentation through applicable systems.


• Assist other departments and perform additional duties as assigned.

Teamwork & Professional Conduct

• Maintain professional relationships with coworkers, customers, and management.


• Follow supervisor direction and work collaboratively in a team environment.


• Participate in training and contribute to team knowledge sharing.

QUALIFICATIONS

Education and Experience Required – Required

• High school diploma or equivalent.


• Minimum of 2 years of new accounts or banking experience, or completion of internal training.


• Strong customer service, communication, and interpersonal skills.


• Basic to advanced computer proficiency (Microsoft Office and banking systems).


• Ability to multitask, stay organized, and work in a fast-paced environment.

Education and Experience Required – Preferred

• Three or more years of banking or sales experience.


• Knowledge of banking systems such as Fiserv, NuPoint, NAC, Card@Once, IMM, BPM, or similar.


• Completion of banking education courses.


• Bachelor’s degree in a related field.

COMMUNICATION

Must be able to provide information to supervisors, co-workers, and customers both verbally and in written format.

REQUIRED KNOWLEDGE, SKILLS, AND ABILITIES

• Customer service excellence


• Sales and relationship building


• Attention to detail


• Ethical judgment and integrity


• Strong communication skills
• Problem-solving and decision-making ability
• Ability to remain calm and professional under pressure

PHYSICAL REQUIREMENTS

• Ability to work at a computer for extended periods.
• Ability to communicate effectively in person and by phone.
• Ability to lift 10–15 pounds and perform occasional physical tasks (\"e.g., reaching, squatting\").
• Ability to remain attentive, follow instructions, and make sound decisions in a fast-paced environment.

MENTAL REQUIREMENTS

• Ability to remain attentive and detail-oriented throughout the workday
• Ability to make sound decisions in a fast-paced environment
• Ability to follow procedures and regulatory requirements precisely
• Ability to manage multiple priorities while maintaining composure

BEHAVIORAL REQUIREMENTS

• Demonstrate integrity, confidentiality, and ethical behavior
• Maintain a high level of accuracy and attention to detail
• Exhibit accountability and ownership of work
• Promote a culture of compliance and continuous improvement
• Work collaboratively with team members and departments