Customer Service Representative I

Happy State Bank - a division of Centennial Bank • Allen, TX • 1h ago

The Customer Service Representative (CSR) I is responsible for retaining existing relationships and establishing new deposit accounts by branch goals. This position is responsible for promoting and cross-selling bank products and services.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Opens new accounts including checking, savings, CDs, IRAs and other products offered by the bank.

Complies with all applicable regulations, policies and procedures.

Assesses customer needs and cross sell appropriate products and services.

Functions as Teller, Sr. Teller or Teller Supervisor as needed.

Supports attainment of branch goals.

Refers new business to company subsidiaries, such as insurance, mortgage and brokerage.

Resolves customer concerns and ensure effective and long term problem resolution.

Develops and builds customer loyalty.

Follows up on referrals made by other team members.

Provides assistance with loan origination and processing as needed.

Responds to customer inquiries relating to products, rates and services.

Provides ancillary services such as notary services.

Responsible for tracking and monitoring of all required documentation.

Maintains positive, friendly and professional attitude and appearance.

Adheres to work schedules.

May be required to work an alternative location within the region or market.

The ability to work in a constant state of alertness and in a safe manner.

Completes required BSA/AML training and other compliance training as assigned.

Perform any other related duties as required or assigned.

QUALIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty mentioned satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.

EDUCATION AND EXPERIENCE

High school or GED, plus specialized schooling and/or on the job education in a specific skill area; e.g. data processing, clerical/administrative, equipment operation, etc., plus 12 to 18 months related experience and/or training, or equivalent combination of education and experience.

COMMUNICATION SKILLS

Ability to effectively communicate information and respond to questions in person-to-person and small group situations with customers, clients, general public and other employees of the organization.

MATHEMATICAL SKILLS

Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to apply concepts such as fractions, ratios, and proportions to practical situations.

CRITICAL THINKING SKILLS

Ability to utilize common sense understanding in order to carry out written, oral or diagrammed instructions. Ability to deal with problems involving several known variables in situations of a routine nature.

REQUIRED CERTIFICATES, LICENSES, REGISTRATIONS

None

PREFERRED CERTIFICATES, LICENSES, REGISTRATIONS

Some outside banking related courses preferred.

SOFTWARE SKILLS REQUIRED

Intermediate: Spreadsheet

Basic: 10-Key, Payroll Systems, Word Processing/Typing

WORKING CONDITIONS

Somewhat disagreeable working conditions. Continuously exposed to one or two elements such as noise, intermittent standing, walking, pushing, carrying, or lifting. May involve some travel and/or work is at times, in the evening or during the night hours.

ENVIRONMENTAL CONDITIONS

The following work environment characteristics described here are representative of those an employee encounters while performing essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The noise level in the work environment is usually moderate.

PHYSICAL ACTIVITIES

The following physical activities described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions and expectations.

Semi-repetitive, low physical. Semi-repetitive @type work which requires periods of concentration for varied time cycles as prescribed by the tasks.

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