Customer Service Representative in Grand Saline

Austin BankGrand Saline, TX
Onsite

About The Position

The Customer Service Representative is responsible for understanding and complying with regulatory requirements for financial transactions, most specifically Bank Secrecy Act (BSA) and Customer Identification Program (CIP) as it relates to specific job functions. This role exhibits superior customer service as an Austin Bank team member, demonstrating high-quality relationship-building techniques to ensure the customer receives the best possible solution to their banking and financial needs. The representative helps promote a loyal relationship between the customer and Austin Bank. They participate in developing a teamwork atmosphere with co-workers by attending meetings, participating in discussions, treating co-workers with respect and courtesy, and contributing to departmental goals. The role requires staying abreast of company communications by reading publications, announcements, and company emails, and taking advantage of appropriate communication channels regarding bank-related business matters. The representative is expected to develop personal skills and capabilities through ongoing training, as provided by the company or elsewhere subject to company approval. They must uphold and safeguard the organization's values, particularly relating to ethics, integrity, and confidentiality, both internally and externally. The primary function includes greeting customers and providing superior customer service.

Requirements

  • Understanding of regulatory requirements for financial transactions (BSA, CIP).
  • Superior customer service skills.
  • High-quality relationship building techniques.
  • Teamwork and collaboration skills.
  • Ability to stay informed of company communications.
  • Willingness to develop personal skills through training.
  • Commitment to upholding ethics, integrity, and confidentiality.

Responsibilities

  • Understand and comply with regulatory requirements for financial transactions, including Bank Secrecy Act (BSA) and Customer Identification Program (CIP).
  • Provide superior customer service to all customers.
  • Build high-quality relationships with customers to understand and meet their banking and financial needs.
  • Promote customer loyalty to Austin Bank.
  • Foster a teamwork atmosphere with co-workers.
  • Stay informed of company communications.
  • Develop personal skills and capabilities through ongoing training.
  • Uphold and safeguard the organization's values, including ethics, integrity, and confidentiality.
  • Greet customers.
  • Perform other duties as assigned.
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