Customer Service Representative - Lufkin, Tulane Branch

Commercial Bank of Texas • Lufkin, TX

2d

About The Position

Meets customer expectations of service and professionalism while assisting in a variety of basic customer checking, savings, and credit account transactions. Other responsibilities include the sales of cashier's checks, CBTx gift cards, and money orders. Continually display a courteous and helpful level of enthusiasm, and service knowledge with customers.

Requirements

• High School Diploma or Equivalent
• Ability to read, write, and speak the English language fluently.
• Good personal credit history required
• Good Interpersonal, Mathematical and Clerical Skills
• Some Working Knowledge of Microsoft Excel and Word
• Completes all compliance training as scheduled

Nice To Haves

• 1 Year Experience in Financial Institution Preferred

Responsibilities

• Recognizes and addresses customers by name. Listens carefully to customer requests, comments, or complaints and responds appropriately in accordance with CBTx procedures.
• Receives checks and cash for deposits to accounts, verifies amounts, examines checks for proper endorsement, and enters transactions into computer records in an accurate, prompt and efficient manner.
• Cashes checks and processes withdrawals; pays out money after verification of signatures and customer balances.
• Receives mortgage, consumer loan and other payments. Inspects negotiable instruments and cash offered for payment and ensures that payments match balances due. Enters payments received into CBTx computer records and generates customer receipts.
• Promotes and explains other CBTx services such as consumer and mortgage loans, insurance, IRAs, CDs, safe deposit boxes, cashier checks, CBTx gift card, and money orders.
• Counts, checks, and packages coins and currency.
• Maintains cash supply within prescribed limits, orders cash when necessary, prepares cash transfer slips and counts incoming cash.
• Balances cash drawer at the end of the shift and compares totaled amounts to electronic journal on DCI. Reports and discrepancies to his or her supervisor as necessary.
• Places holds on accounts for uncollected funds and prepares CBTx Notice of Delayed Availability in accordance with CBTx procedures.
• Post loan payments and servicing of existing loans.
• Performs bank by mail and night deposit functions where available.
• Other duties as assigned.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED