Bedford, TX - Customer Service Representative

Commercial Bank of Texas • Bedford, TX

5d

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