Customer Relations Assistant
China Bank•San Antonio, TX
•Onsite
About The Position
As a Customer Relations Assistant (CRA), you’ll help clients open and close accounts, guide them through savings and investment products, and ensure all documentation and procedures are properly completed. You’ll handle day-to-day financial transactions, assist clients with deposits, withdrawals, bills, and loan payments, and provide clear guidance on savings and investment products. The role involves delivering excellent customer service and building strong client relationships while following standard operating procedures.
Requirements
- Bachelor’s/College Degree in Finance, Accountancy, Banking, Business Administration, Management, or equivalent.
- Strong communication and interpersonal skills.
- Willingness to report onsite.
Nice To Haves
- Fresh graduates are encouraged to apply.
Responsibilities
- Handle day-to-day financial transactions with accuracy and professionalism.
- Assist clients with deposits, withdrawals, bills, and loan payments.
- Open and close accounts while ensuring compliance with standard operating procedures.
- Provide clear guidance on savings and investment products.
- Deliver excellent customer service and build strong client relationships.
- Ensure all documentation and procedures are properly completed.
Benefits
- Supportive environment that values learning and growth.
- Hands-on training to help you succeed in your role.
- Opportunities to build a career in banking and financial services.
- Culture that prioritizes teamwork, integrity, and client satisfaction.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
