Bank Customer Account Representative

Cornerstone Home Lending•Lubbock, TX

1d•$15 - $25•Onsite

About The Position

Responsible for processing all new account transactions by assisting customers in their selection of various accounts and financial services, and cross-selling the Bank’s products and services.

Requirements

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
Customer Service Skills: Demonstrates professionalism and empathy in customer interactions from both internal and external customers
Adaptability: Has the ability to learn and adapt quickly to new information and technology and can effectively relay those changes to the team
Teamwork: Strives to build strong working relationships with those on their team as well as cross-functional relationships
Flexibility: Capable of handling multiple demands and can readily shift priorities
Influence: Possess the capacity to be aware of, control, and express emotions, and to handle interpersonal relationships judiciously and empathetically
Agility: Able to process information and move quickly through problem resolution
Communication Skills: Comfortable and confident proactively engaging with and in conversation with different audiences

Nice To Haves

Relevant experience in banking or financial services a plus
Prior related office experience preferred

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 Peoples Bank product knowledge and be able to explain in detail all bank products and services available to the 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