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Customer Service Representative5 New Accounts Farmersville, TX
Location:
Farmersville, TX
Description:
JOB SUMMARY: Recognizes and meets customer expectations of service and professionalism and creates a high level of customer satisfaction and trust. Receives, researches, resolves and promptly responds in person, by telephone, and electronically to customer inquires and requests with regard to a variety of checking, savings, investment and credit account services including; account status, account balances, pay off amounts, stop payments, temporary holds, address and phone number changes, monetary transfers, funds availability, NSF returns, and statement requests. May approve loans according to lending policy within lending limits, and may upstream loans for approval for policy or lending authority exceptions. May open all types of CBTx personal or commercial accounts while obtaining all necessary customer documentation. Identifies customer needs and makes referrals to appropriate CBTx deposit, loan, trust and insurance specialists. May function as Teller Supervisor and assist in on-the-job training and orientation of other tellers. Performs auditing, reporting, and performance tracking. Also making sure that CBTx Teller policies are being followed at all times by CBTx personal. =============================================================== PRINCIPAL DUTIES AND RESPONSIBILITIES Recognizes and addresses customers by name when possible. Listens carefully to customer requests, comments or complaints and responds appropriately in accordance with CBTx procedures. Is responsible for comprehensive, prompt and efficient customer transactions. May approve loans according to lending policy within lending limits, and may upstream loans for approval for policy or lending authority exceptions. May also approve NSF in accordance with CBTx policy and procedures. May open new accounts (personal or commercial) DDA, savings, CD's, IRA's and safe deposit boxes. Cross-markets and promotes other CBTx products and services such as loans, IRA's, insurance, certificates of deposit, and safe deposit boxes. Evaluates customer needs through the use of open questions and refers customers to the appropriate CBTx financial specialist when appropriate. Pointing and directing the customer to another area of the bank is not acceptable. All customers should be escorted to the proper department. Provides extensive personalized service to depositors with specific or special banking needs including: personal banking account advice, including suggestions for account resolution; researches and resolves customer inquiries; provides customers with account information and updates as requested. Follows CBTx policy and procedures when dealing with customer transactions. P rovides guidance to CSR-1's and CSR-2's as to proper use of DCI Teller, iCore features and functions, night depository contracts, and interpretation of CBTx policies and procedures. May also assist in scheduling work assignments for other CSR's. Place holds on deposit accounts for the delayed availability (Reg CC: uncollected funds) in accordance with CBTx procedures. Balances cash drawer at the end of the shift and compares totaled amount to electronic journal on DCI. Scans images of items validated by the DCI Teller system and balances files through out the day by using the Branch Capture system. Reports any discrepancies to the supervisor as necessary. Balances and loads assigned ATM's when necessary. Orders/Sells money internally or externally in compliance with CBTx procedures. When selling externally (to other branches, ATM's or to the Federal Reserve) making sure that proper dual control procedures and policies in regards to cash limits are being followed. Responsible for knowledge and expertise in utilizing technology and numerous software packages used by the Bank. Oversees teller activities, making sure dual control is in place at all times, especially when entering / exiting bank for opening and closing, vault or areas where cash is bought and sold, night drop areas where lock bags may be opened, worked and placed for storage until picked up by customer. Responsible for the updating of all night depository contracts opened at their location. If there are specific customers that show a history or relationship with a different branch, the branch with the relationship will be responsible for updating and keeping of night deposit contracts May perform audits of all tellers and vault cash, night drop, night drop contracts, and safe keeping. Dresses appropriate for work environment, adhering to CBTx's dress policy. Performs a variety of customer service transactions on a daily basis such as account holds, stop payment orders, direct deposits and check confirmation. Performs other duties as assigned. Participates as a volunteer in community and non-profit sponsored activities CBTx supports an equal employment opportunity workplace which includes reasonable accommodation of otherwise qualified applicants and employees.
Company:
Commercial Bank Of Texas
Posted:
December 26 2023 on ApplicantPro
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More About this Listing: Customer Service Representative5 New Accounts Farmersville, TX
Customer Service Representative5 New Accounts Farmersville, TX is a Customer Service Customer Service Representative Job at Commercial Bank of Texas located in Farmersville TX. Find other listings like Customer Service Representative5 New Accounts Farmersville, TX by searching Oodle for Customer Service Customer Service Representative Jobs.
Customer Service Representative5 New Accounts Farmersville, TX is a Customer Service Customer Service Representative Job at Commercial Bank of Texas located in Farmersville TX. Find other listings like Customer Service Representative5 New Accounts Farmersville, TX by searching Oodle for Customer Service Customer Service Representative Jobs.