Customer Services Rep

Golden Bank NA • Houston, TX

1d

About The Position

Customer Service Representative is responsible for primarily handling teller transactions, providing operational support, cross-selling bank products/services, and resolving customer service issues. Process transactions with accuracy and efficiency while delivering an overall professional and exceptional customer experience. As needed, will open accounts and refer customers to other areas of the bank as appropriate. Follow regulations and bank security procedures to protect customers as well as minimize risk to the bank.

Requirements

• High School diploma.
• PC literate and typing proficient.
• Good oral and written communication skills – can write clear message, initiate conversations, and talk to customers about products and services.
• Ability to give and receive feedback to improve skills and job knowledge.
• Can maintain good attendance and arrive consistently at scheduled start time.
• Able and willing to commute as required for business needs.

Nice To Haves

• 6-12 months of cash handling, customer service in a retail environment, or sales experience preferred.
• Previous experience with data entry, 10-Key, banking software, and Microsoft Word, Excel.
• Bilingual English/Chinese (Mandarin or Cantonese) preferred.

Responsibilities

• Perform deposits and withdrawal transactions.
• Issue cashier’s checks, count and record the daily inventories.
• Reconcile and balance teller cash drawer
• Prepare currency transaction reports as needed.
• Place hold on large deposits.
• Processing night drop deposit and make records.
• Accept loan payment
• Redeem Saving Bonds.
• Accept Armored Car Deposits
• Identify sales opportunities to cross-sell bank products and services to ensure customers’ financial goals are meet.
• Provide quality personalized customer service, maintain frequent customer contact to expand relationships and ensure customer retention.
• Proactively support branch new business promotions
• Perform all aspects of new account opening procedures for all bank products/service.
• Answer customer inquiries, make appropriate financial solutions and recommendations and assist with problem resolution.
• Perform customer service functions such as check orders, change of address, supersede signature cards, and other account maintenance changes.
• Maintain confidentiality of customer information as well as Bank proprietary information

What This Job Offers

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