Customer Services Rep

Golden Bank NA; Plano (TX); On-site; USD 36,000 - 48,000; Full time

Job summary

Golden Bank NA is seeking a Customer Services Representative to handle teller transactions, provide operational support, and refer customers to other bank areas. You will ensure accurate processing, maintain confidentiality, and uphold security procedures.

The role requires attention to detail, strong communication, and the ability to work weekends and extended hours as needed to meet business demands. Bilingual English/Chinese is preferred.

Qualifications

• 6-12 months of cash handling, customer service in a retail environment, or sales experience preferred.
• PC literate and typing proficient.
• Previous experience with data entry, 10-Key, banking software, and Microsoft Word, Excel.
• Good oral and written communication skills – can write clear message, initiate conversations, and talk to customers about products and services.
• Ability to give and receive feedback to improve skills and job knowledge.
• Can maintain good attendance and arrive consistently at scheduled start time.
• Able and willing to commute as required for business needs.
• Able to work weekends and extended hours as required to meet business demands.
• Bilingual English/Chinese (Mandarin or Cantonese) preferred.

Responsibilities

• Perform deposits and withdrawal transactions.
• Issue cashier’s checks, count and record the daily inventories.
• Reconcile and balance teller cash drawer.
• Prepare currency transaction reports as needed.
• Place hold on large deposits.
• Processing night drop deposit and make records.
• Accept loan payment.
• Redeem Saving Bonds.
• Accept Armored Car Deposits.
• Identify sales opportunities to cross-sell bank products and services to ensure customers’ financial goals are meet.
• Provide quality personalized customer service, maintain frequent customer contact to expand relationships and ensure customer retention.
• Proactively support branch new business promotions.
• Perform all aspects of new account opening procedures for all bank products/service.
• Answer customer inquiries, make appropriate financial solutions and recommendations and assist with problem resolution.
• Perform customer service functions such as check orders, change of address, supersede signature cards, and other account maintenance changes.
• Maintain confidentiality of customer information as well as Bank proprietary information.

Skills

Cash handling

Customer service

Typing

Communication skills

Bilingual English/Chinese

Banking software

Microsoft Word/Excel

Tools

Banking software

10-Key

Microsoft Word

Excel

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Customer Services Rep

4 days ago Requisition ID: 1179

JOB PURPOSE

Customer Service Representative is responsible for primarily handling teller transactions, providing operational support, cross-selling bank products/services, and resolving customer service issues. Process transactions with accuracy and efficiency while delivering an overall professional and exceptional customer experience. As needed, will open accounts and refer customers to other areas of the bank as appropriate. Follow regulations and bank security procedures to protect customers as well as minimize risk to the bank

ESSENTIAL FUNCTIONS

Teller Operations:

• Perform deposits and withdrawal transactions.
• Issue cashier’s checks, count and record the daily inventories.
• Reconcile and balance teller cash drawer
• Prepare currency transaction reports as needed.
• Place hold on large deposits.
• Processing night drop deposit and make records.
• Accept loan payment
• Redeem Saving Bonds.
• Accept Armored Car Deposits

Sales and Services:

• Identify sales opportunities to cross-sell bank products and services to ensure customers’ financial goals are meet.
• Provide quality personalized customer service, maintain frequent customer contact to expand relationships and ensure customer retention.
• Proactively support branch new business promotions

New Accounts:

• Perform all aspects of new account opening procedures for all bank products/service.
• Answer customer inquiries, make appropriate financial solutions and recommendations and assist with problem resolution.
• Perform customer service functions such as check orders, change of address, supersede signature cards, and other account maintenance changes.
• Maintain confidentiality of customer information as well as Bank proprietary information

QUALIFICATIONS

• 6-12 months of cash handling, customer service in a retail environment, or sales experience preferred.
• PC literate and typing proficient.
• Previous experience with data entry, 10-Key, banking software, and Microsoft Word, Excel.
• Good oral and written communication skills – can write clear message, initiate conversations, and talk to customers about products and services.
• Ability to give and receive feedback to improve skills and job knowledge.
• Can maintain good attendance and arrive consistently at scheduled start time.
• Able and willing to commute as required for business needs.
• Able to work weekends and extended hours as required to meet business demands.
• Bilingual English/Chinese (Mandarin or Cantonese) preferred.