Customer Service Representative I

Centennial Bank•Canyon, TX

About The Position

The Customer Service Representative I retains existing customer relationships and establishes new deposit accounts in support of branch goals. The role promotes and cross-sells bank products and services, responds to customer inquiries, resolves concerns, and develops customer loyalty. The representative may perform teller duties, assist with loan origination and processing, provide ancillary services such as notary services, and may be required to work at an alternative location within the region or market. The position has no supervisory responsibility.

Requirements

High school diploma or GED, plus specialized schooling and/or on-the-job education in a specific skill area.
12–18 months of related experience and/or training.
Ability to communicate effectively and respond to questions in person-to-person and small-group situations with customers, clients, the public, and coworkers.
Ability to calculate figures and amounts, including discounts, interest, commissions, proportions, percentages, area, circumference, and volume, and apply fractions, ratios, and proportions to practical situations.
Ability to understand and carry out written, oral, or diagrammed instructions and handle routine problems involving several known variables.
Basic 10-key and word-processing/typing skills and intermediate spreadsheet skills.
Ability to regularly lift up to 25 pounds and frequently lift up to 50 pounds.
Close vision for computer, equipment, and other duties requiring clear vision within two feet or less.
Ability to work in a constant state of alertness and in a safe manner.

Nice To Haves

Some outside banking-related courses preferred.
Demonstrated sales ability is a plus.

Responsibilities

Open checking, savings, CD, IRA, and other bank accounts.
Comply with applicable regulations, policies, and procedures.
Assess customer needs and cross-sell appropriate products and services.
Function as a Teller, Senior Teller, or Teller Supervisor as needed.
Support attainment of branch goals.
Refer new business to company subsidiaries, including insurance, mortgage, and brokerage.
Resolve customer concerns and ensure effective, long-term problem resolution.
Develop and build customer loyalty.
Follow up on referrals made by other team members.
Assist with loan origination and processing as needed.
Respond to customer inquiries about products, rates, and services.
Provide ancillary services such as notary services.
Track and monitor required documentation.
Maintain a positive, friendly, and professional attitude and appearance.
Adhere to work schedules.
Work at an alternative location within the region or market when required.
Complete required BSA/AML and other assigned compliance training.
Perform other related duties as required or assigned.