Customer Service Representative (Float)

Happy State Bank - a division of Centennial Bank • Rockwall, TX • 2h ago

GENERAL DESCRIPTION OF POSITION

The CSR (Float) position is responsible for retaining existing relationships and establishing new deposit accounts in accordance with branch goals. They are also responsible for safeguarding the bank assets assigned to them, as well as contributing to the growth of the bank by promoting and cross selling bank products and services. This position involves floating, or traveling, to different branch locations as needed.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Responsible for opening all consumer and business accounts and services. This duty is performed as needed.

Complies with all applicable regulations, policies and procedures. This duty is performed daily.

Assess customer needs and cross sell appropriate products and services. This duty is performed daily.

Functions as Teller, Sr. Teller or Teller Supervisor. This duty is performed as needed.

Supports and contributes to the attainment of branch goals. This duty is performed daily.

Refers new business to company subsidiaries, such as insurance, mortgage and brokerage. This duty is performed as needed.

Resolves customer concerns and ensures effective and long term problem resolution. This duty is performed daily.

Develops and builds customer loyalty. This duty is performed daily.

Follows up on referrals made by other team members. This duty is performed as needed.

Assists with loan origination and processing as needed. This duty is performed as needed.

Answers customer inquiries relating to products, rates and services. This duty is performed daily.

Provides ancillary services such as notary services. This duty is performed as needed.

Responsible for tracking and monitoring of all required documentation. This duty is performed daily.

Maintains positive, friendly and professional attitude and appearance. This duty is performed daily.

Adheres to work schedules. This duty is performed daily.

Completes required BSA/AML training and other compliance training as assigned. This duty is performed as needed.

The ability to work in a constant state of alertness and in a safe manner. This duty is performed daily.

Perform any other related duties as required or assigned. This duty is performed as needed.

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.

SOFTWARE SKILLS REQUIRED

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

WORKING CONDITIONS

Periodically exposed to such elements as noise, intermittent standing, walking, pushing, carrying, or lifting; but none are present to the extent of being disagreeable.

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.

While performing the functions of this job, the employee is continuously required to talk or hear; regularly required to stand, walk, sit, use hands to finger, handle, or feel, reach with hands and arms; frequently required to stoop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 50 pounds; regularly lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision.

ADDITIONAL INFORMATION

Required Proficiencies:

Employee must be available to float between work locations as needed

Sales ability in banking or related field

General banking product knowledge

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

This position requires frequent use of a vehicle during and sometimes after business hours to perform the required duties of the job. Therefore, this position is classified as a safety sensitive position.

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