New Accounts Banking Specialist — Customer Experience

Cornerstone Capital Bank; Post (TX); On-site; USD 36,000 - 48,000; Full time

Job summary

Peoples Bank is seeking a Customer Account Representative to handle new account transactions, greet customers, and cross-sell banking products. You will open and maintain accounts, prepare paperwork, and ensure compliance with regulations while delivering friendly, professional service.

Strong communication, reliability, and adaptability are essential as you assist customers and collaborate with team members to grow the bank’s customer base.

Qualifications

• Good oral and written communication skills, as well as good product marketing skills.
• Must be motivated, dependable and responsible.
• Must be approachable and present a positive attitude.
• Must be a self-starter and able to work independently possessing good effective time management skills and ability to organize and prioritize.
• Highly reliable with the ability to maintain regular attendance and punctuality.
• Sensitivity to confidential information is required.
• Aptitude for conflict resolution and problem solving.
• Ability to learn new systems quickly and effectively.

Responsibilities

• Enhance customer experience and the reputation of the Bank by warmly and sincerely greeting, engaging, and developing relationships with retail partners and customers.
• Provides efficient and courteous customer service, cross-marketing products and services to generate new business for the financial institution when appropriate.
• Opens and maintains accounts offered by the financial institution.
• Prepares and maintains account paperwork, including signature cards, check orders, transfers and service charges.
• Keep up-to-date on product knowledge and be able to explain in detail all bank products and services available to customers.
• Responsible for collecting information and filing debit card disputes.
• Update and process all documents pertaining to new and existing accounts.
• Initiate debit card orders and perform data entry for card maintenance.
• Process documentation and perform data entry for closed, lost, stolen or destroyed debit cards.
• Follow established processes and guidelines in daily activities and adhere to all applicable laws and regulations.
• Conduct and process wire transfers and wire agreements.
• Ensure customers walk away educated about account benefits.
• Answer telephones and transfer calls to the appropriate person.
• Process check orders.
• Escalate customer issues to the appropriate staff and management for resolution as needed.
• Represent the bank in a professional manner during and outside of office hours.
• Demonstrate flexibility to perform every other duty as assigned

Skills

Customer Service Skills

Adaptability

Teamwork

Flexibility

Influence

Agility

Communication Skills

Education

High School Diploma or equivalent

Job description

Peoples Bank is seeking a Customer Account Representative to handle new account transactions, greet customers, and cross-sell banking products. You will open and maintain accounts, prepare paperwork, and ensure compliance with regulations while delivering friendly, professional service.

Strong communication, reliability, and adaptability are essential as you assist customers and collaborate with team members to grow the bank’s customer base.