Customer Service Representative I or II (Bilingual)

The First National Bank of BastropBastrop, TX
130d

About The Position

The First National Bank of Bastrop is proud to be named a Best Place for Working Parents®. We offer an opportunity to work with a financial institution that prides itself on excellent customer service and a competitive compensation and benefits package that includes employer paid benefits such as paid time off, paid parental leave, paid volunteer time, and an Employee Stock Ownership Plan with 401(k) Provisions (KSOP) with match. Additional benefits include life/AD&D/LTD insurance and tuition reimbursement. Optional benefits include medical, dental, and vision insurance, as well as various supplemental coverages and spending accounts.

Requirements

  • High school diploma or equivalent.
  • Six months of cash handling in a customer service position.
  • Bilingual in English and Spanish.
  • One year of new accounts or teller experience for Customer Service Representative II.
  • Excellent customer service skills; use of good judgement on customer service issues.
  • Proficiency in computers and Microsoft Office software.
  • Excellent listening ability and verbal communication skills.
  • Ability to read, comprehend, and follow written procedures and regulations.
  • Strong attention to detail, with a focus on accuracy and quality of work.
  • Strong organizational skills; ability to balance multiple tasks simultaneously while handling frequent interruptions.
  • Basic math skills.
  • Ability to take initiative and maintain flexibility.

Nice To Haves

  • Previous banking experience.
  • General knowledge of internet banking, ACH, and debit card fraud and disputes.
  • General knowledge of loan department functions.

Responsibilities

  • Perform a variety of customer services such as receiving deposits and loan payments, handling withdrawals, cashing checks and savings bonds, both in the drive-thru and lobby.
  • Answer questions from customers concerning services provided by the bank.
  • Assist and support deposit growth by leveraging the Community Banking Relationship Model to enhance and enrich customer relationships.
  • Cash checks and disburse funds after verifying signatures and sufficiency of funds to support withdrawals.
  • Evaluate checks to verify endorsements, dates, identification of persons receiving payments, bank names, and overall legality of the documents.
  • Accept deposits, confirming accuracy of transaction; follow regulations as they pertain to funds availability and large cash transactions.
  • Prepare, verify, and issue cashier’s checks and money orders.
  • Accept loan payments.
  • Prepare change orders for commercial customers.
  • Assist customers in redeeming savings bonds.
  • Record and process night and mail deposits.
  • Record transactions by logging cashier's checks and money orders.
  • Verify for customer their account balances or transactions.
  • Complete debit special requests by closing accounts or ordering checks.
  • Balance drawer/cash recycler at end of day.
  • Balance ATMs at end of week.
  • Support ABM in Monthly Audit.
  • Maintain TCR, Check Scanner and Coin Counter.
  • Comply with bank operations and security procedures by participating in all dual-control functions.
  • Complete Debit Card/Card@Once training for printing of debit cards for customers.
  • Stay abreast of recent trends in fraud by reading email communication, myFNB intranet, and attending training.
  • Maintain customer confidence and protect bank operations by keeping information confidential.
  • Support customer awareness with Online Banking & Mobile Banking.
  • Explore customer needs and desires, identifying and presenting information on appropriate bank services, and obtaining customer consent to use the service.
  • Maintain good knowledge of all bank services to respond to customer comments and inquiries and develop cross-sell opportunities, making proper referrals when appropriate.
  • Complete Wire Transfer training in order to accept wire transfer requests from customers.
  • Develop customer relationships by utilizing the Customer Relationship Discovery tool and Relationship Onboarding 2x2x2.

Benefits

  • Paid time off
  • Paid parental leave
  • Paid volunteer time
  • Employee Stock Ownership Plan with 401(k) Provisions (KSOP) with match
  • Up to $825 match on Health Savings Account
  • Life/AD&D/LTD insurance
  • Tuition reimbursement
  • Medical insurance
  • Dental insurance
  • Vision insurance
  • Supplemental coverages
  • Short term disability
  • Cancer
  • Critical Illness
  • Accident
  • Medical Spending Accounts
  • Flexible Spending Account (FSA)
  • Health Savings Account (HSA)
  • Dependent Care FSA
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