Relationship-Focused Banking CSR | Solve Financial Needs

Synergy Bank; Houma (LA); Hybrid; USD 32,000 - 42,000; Full time

Job summary

Synergy Bank in Houma, LA is seeking a Customer Service Representative to open and service consumer and business accounts, assist with online banking, and provide personalized support. You will gather information, analyze needs, and offer appropriate banking solutions to build lasting relationships.

The role emphasizes accuracy, professionalism, and compliance with CIP/KYC, with daily responsibilities across account servicing and digital banking support.

Qualifications

• High school diploma or equivalent.
• Minimum of two years of banking, new accounts, or related financial services experience.
• Strong customer service and communication skills.
• Proficiency with Microsoft Office and computer applications.

Responsibilities

• Deliver exceptional customer service and build relationships.
• Assist with account opening, maintenance, and service requests.
• Support online and mobile banking, debit cards, and other digital services.
• Ensure CIP/KYC compliance and maintain accurate records.
• Process wire transfers and handle fraud-related matters.

Skills

Customer service

Communication

multitasking

Education

High school diploma or equivalent

Tools

Microsoft Office

Banking software (Fiserv/NuPoint)

Job description

Synergy Bank in Houma, LA is seeking a Customer Service Representative to open and service consumer and business accounts, assist with online banking, and provide personalized support. You will gather information, analyze needs, and offer appropriate banking solutions to build lasting relationships.

The role emphasizes accuracy, professionalism, and compliance with CIP/KYC, with daily responsibilities across account servicing and digital banking support.