Part Time Customer Service Representative I

First National Bank Of Bastrop•Elgin, TX

About The Position

The Customer Service Representative I performs customer service transactions in the lobby and drive-thru, including receiving deposits and loan payments, handling withdrawals, and cashing checks and savings bonds. The representative answers customer questions about bank services and supports deposit growth by using the Community Banking Relationship Model to enhance customer relationships. The position processes and records transactions, verifies checks and customer information, balances cash and equipment, and follows bank operations, security, and regulatory procedures. It also involves identifying customer needs, explaining suitable bank services, supporting online and mobile banking awareness, and making referrals when appropriate. The employee is expected to protect confidential information, work effectively independently and as part of a team, maintain banking knowledge through continuing education, and meet attendance and professional attire expectations.

Requirements

High school diploma or equivalent.
Six months of cash-handling experience in a customer service position.
Excellent customer service skills and good judgment on customer service issues.
Proficiency with 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 and ability to balance multiple tasks while handling frequent interruptions.
Basic math skills.
Ability to take initiative and maintain flexibility.

Nice To Haves

Fluency in English and Spanish.
Previous banking experience.

Responsibilities

Cash checks and disburse funds after verifying signatures and available funds.
Review checks for endorsements, dates, recipient identification, bank names, and legality.
Accept deposits, verify transaction accuracy, and follow funds-availability and large-cash transaction regulations.
Prepare, verify, and issue cashier’s checks and money orders.
Accept loan payments and prepare change orders for commercial customers.
Assist customers in redeeming savings bonds.
Record and process night and mail deposits.
Log cashier’s checks and money orders and verify account balances or transactions for customers.
Complete debit-related special requests, including closing accounts and ordering checks.
Balance the cash drawer or cash recycler at the end of the day and balance ATMs at the end of the week.
Support the ABM in the monthly audit and maintain the TCR, check scanner, and coin counter.
Follow bank operations and security procedures and participate in dual-control functions.
Complete Debit Card/Card@Once training to print debit cards for customers.
Stay informed about fraud trends through communications, the bank intranet, and training.
Maintain customer confidentiality and protect bank operations.
Promote awareness of online and mobile banking.
Explore customer needs, present information about appropriate bank services, obtain customer consent, and make referrals or identify cross-sell opportunities when appropriate.
Maintain knowledge of bank services to respond to customer comments and inquiries.
Perform other related customer service duties as assigned.
Produce quality work within deadlines, communicate and coordinate with coworkers and other organizations, and contribute effectively as a team member and independently.
Represent the Bank to customers and the public, including through participation in community organizations, events, and activities.
Maintain continuing education in banking policies, procedures, and regulations.
Maintain regular and punctual attendance and wear appropriate attire when working or representing the Bank.
Maintain knowledge of Bank Secrecy Act regulations and applicable regulatory, security, and Bank policies and procedures.

Benefits

Paid time off.
Paid parental leave.
Paid volunteer time.
Employee Stock Ownership Plan with 401(k) provisions (KSOP) with match.
Up to $850 match on a Health Savings Account (qualifying medical plan required).
Employer-paid life, AD&D, and LTD insurance.
Tuition reimbursement.
Optional medical insurance.
Optional dental insurance.
Optional vision insurance.
Optional supplemental coverages, including short-term disability, cancer, critical illness, and accident coverage.
Optional Medical Spending Accounts.
Optional Flexible Spending Account (FSA).
Optional Health Savings Account (HSA).
Optional Dependent Care FSA.