Customer Service Representative (CSR)

Cypress Bank SSB•Pittsburg, TX

21h•Onsite

About The Position

The Customer Service Representative (CSR) is responsible for meeting and greeting customers, opening and processing new accounts, and assisting customers with various banking needs. This role involves cross-selling the bank's services and products, researching customer inquiries, and resolving issues. The CSR will also handle administrative tasks such as processing check orders, managing safe deposit boxes, redeeming U.S. savings bonds, and assisting with debit card services.

Requirements

High school diploma or equivalent preferred.
One year's banking experience, preferably as CSR.
Bilingual preferred.
Understanding responsibilities under the Bank Secrecy Act.
Interpersonal skills to represent the Bank positively with customers and other employees.
Ability to maintain confidentiality of Bank records and customer transactions.
Working knowledge of Microsoft Word and Excel.

Responsibilities

Meet and greet customers.
Open and process new accounts, including DDA, savings and certificates of deposit.
Follow procedures prescribed in the Bank's Customer Identification Program.
Assist customers with online banking needs, such as initial set-up and troubleshooting.
Cross-sell the Bank's services and products.
Research and answer customer inquiries; quote products and rates.
Process customer check orders.
Assist in answering the telephone and transferring calls to the appropriate personnel.
Research, verify account information, and resolve problems for customers as necessary.
Perform safe deposit box services.
Redeem U.S. savings bonds.
Process collection items.
Receive and enter customer wires.
Assist customers with debit cards: ordering, re-ordering, and reporting as lost/stolen.
Participate in initial and periodic training.
Perform other duties, as assigned.