Financial Services Representative

Paycom; Tyler (TX); On-site; USD 32,000 - 42,000; Full time

Job summary

Paycom is seeking a New Accounts Rep/Administrative Assistant to provide exceptional customer service, open new accounts, enter loan data, and assist as a teller when needed.

You will verify applications, pull credit reports, and respond to inquiries with tact and accuracy, while promoting bank products and maintaining regulatory compliance.

Qualifications

• High school diploma or GED required or equivalent.
• Excellent customer service and communication skills.
• Familiar with banking regulations for new accounts and lending.
• Proficient with Microsoft Office and data entry.
• Strong organizational skills and attention to detail.

Responsibilities

• Open new accounts and enter loan data into software platforms.
• Pull credit reports and verify applications with customers.
• Perform teller duties when needed to enhance the banking experience.
• Answer calls professionally and resolve account discrepancies.
• Promote bank products and services and ensure compliance.
• Verify information on applications and maintain privacy policies.
• Contribute to special projects and support daily operations.

Skills

Customer service

Attention to detail

Communication skills

Microsoft Office

Data entry

Banking knowledge

Problem solving

Tact and diplomacy

Education

High School Diploma

GED

Tools

Banking software

10-key

Job description

Education:High School Diploma (or GED or High School Equivalence Certificate)Customer service experience preferredFinancial institution experience preferredKnowledge:Excellent customer service skills, attentiveness, information retention, tact and diplomacy in dealing with both customers and employeesMathematical skillsProficient with Microsoft OfficeStrong communication skillsStrong organizational skillsDetail oriented, high degree of accuracyCompetent with computers, telephone, 10-key and other office machineryAbility to work in a fast-paced environment & under pressure as neededAbility to make sound decisions. This may include making on the spot decisions regarding customer transactions, weighing customer satisfaction issues with the Bank's risk.Ability to think through and rationalize decisionsFamiliar with banking regulations as it relates to new accounts and lendingEnglish language knowledge. Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammarTasksProvide excellent customer service while maintaining a high degree of accuracy and professionalism.Open new accounts, enter loan data into various software platforms, pull credit reports, etc. Employee will serve as a New Accounts Rep as well as an Administrative Assistant.Perform Teller duties when the need arises and use this as an opportunity to enhance the banking experience for new customers.Answer incoming phone calls in a friendly and professional manner.Resolve problems or discrepancies concerning customers' accounts.Promote the bank's services, answer customer questions, and promote other bank products and services.Answer basic customer inquiries regarding products while complying with disclosure requirements, regulations, and consumer privacy policies.Verify and examine information of new account applications and loan applications during detailed interactions with bank customers.Always make a customer feel appreciated by thanking them for their business.Participates in special projects as assignedOther duties as required