Universal Banker / CSR III

Financial Staffing Resources, Ltd.•Allen, TX

10d•Onsite

About The Position

Are you a relationship-focused banking professional who enjoys helping customers while handling a variety of new account and customer service responsibilities? Our community bank is seeking a Customer Service Representative III to provide exceptional customer service, open consumer and commercial accounts, and support customers with their day-to-day banking needs. This is an excellent opportunity for someone who enjoys building customer relationships, identifying financial needs, and contributing to a team-oriented banking environment.

Requirements

3–5 years of banking experience required.
Experience opening both consumer and commercial deposit accounts.
Strong cash handling and balancing experience.
Knowledge of deposit products, banking regulations, and customer service best practices.
Ability to identify opportunities and recommend appropriate banking products and services.
Excellent communication, relationship-building, and problem-solving skills.
Strong attention to detail and commitment to accuracy.
Professional demeanor with a passion for providing outstanding customer service.

Responsibilities

Deliver exceptional customer service while creating a positive banking experience for every customer.
Open and service consumer and commercial deposit accounts, including checking, savings, CDs, IRAs, and related products.
Process customer transactions, including deposits, withdrawals, payments, transfers, and check cashing.
Assist customers with account maintenance, stop payments, direct deposits, account holds, and other service requests.
Research and resolve customer inquiries with professionalism and accuracy.
Identify customer needs and cross-sell deposit and loan products when appropriate.
Refer consumer and commercial loan opportunities for approval.
Process loan payments and other account transactions.
Maintain and balance a cash drawer while adhering to bank policies and procedures.
Assist with ATM balancing and cash management activities.
Support night deposit and mail banking functions as needed.
Serve as a knowledgeable resource for customers and team members.
Participate in community and volunteer activities that support the bank's presence in the market.