Financial Staffing Resources, Ltd.
Location
Mckinney, TX | United States
Job description
FSR is a leading provider of premier talent for credit unions (Direct -Hire) specifically recruiting for the credit union industry. Our experienced placement professionals have an unparalleled understanding of our client’s business culture and candidate expectations. We expertly match our candidates talent to our clients need for any all staff levels within the credit union organization, from teller to CEO we can make it happen for you.
Job Description
Join Our Team– Your Trusted Banking Partner!
Are you passionate about providing exceptional customer service in the banking industry? Do you excel in building strong relationships with customers and promoting financial products? If so, we have an exciting opportunity for you to join our team as a Customer Service Representative 3 , where we prioritize customer satisfaction and trust.
Job Summary:
As a Customer Service Representative 3, you will play a crucial role in ensuring customer satisfaction and trust through your dedication to professionalism and service excellence. You will perform a wide range of banking transactions, including deposits, withdrawals, account openings, and cross-selling of deposit and loan products. Your ability to listen attentively to customer needs and provide personalized service will contribute to the success of our banking operations.
Principal Duties and Responsibilities:
- Recognize and address customers by name, demonstrating a courteous and helpful attitude at all times. Handle customer inquiries, comments, and complaints in accordance with procedures.
- Perform various customer service transactions daily, including account holds, stop payments, direct deposits, and check confirmation, ensuring comprehensive, prompt, and efficient service delivery.
- Cross-market and promote products and services such as loans, IRAs, CDs, and safe deposit boxes. Facilitate the approval process for loans and other products.
- Open new accounts for personal and commercial clients, including checking, savings, CDs, IRAs, and safe deposit boxes. Review and approve/decline non-sufficient funds (NSF) requests according to policies.
- Provide personalized assistance to customers with specific banking needs, offering account advice, resolving issues, and conducting research as required.
- Handle cash transactions, including counting, checking, and packaging coins and currency. Verify amounts, examine checks for proper endorsement, and accurately enter transactions into computer records.
- Maintain cash supply within designated limits, order cash when necessary, and prepare cash transfer slips. Reconcile cash drawer at the end of each shift and report any discrepancies to supervisor.
- Place holds on accounts for uncollected funds and prepare notices of delayed availability as per procedures. Balance and load ATMs as needed.
- Receive mortgage, consumer loan, and other payments, ensuring accuracy in processing and recording transactions. Provide guidance to junior CSR staff on operational procedures and systems.
- Participate as a volunteer in community and non-profit activities, representing positively in the local area.
Qualifications
- High school diploma or equivalent
- Previous banking experience required. Commercial New Accounts experience a plus
- Strong communication and interpersonal skills.
- Ability to multitask and work in a fast-paced environment.
- Proficiency in computer applications and basic knowledge of banking software.
- Excellent problem-solving and decision-making abilities.
- Attention to detail and accuracy.
- Commitment to maintaining the highest level of integrity and confidentiality.
Join Our Banking Team Today!
Additional Information
Competitive compesation package to include:
- Medical Coverage
- Dental Coverage
- Prescription Drug Co-Pay
- Health Care Reimbursement
- Dependent Care Reimbursement
- Basic Life Insurance
- AD&D
- Long-term Disability
- Short-term Disability
- Paid Sick Leave
- ESOP with 401k Provisions
- Vacation and personal days
- National Holidays
- Tuition Reimbursement
- Professional Development (Banking Schools, Marketing Schools, Seminars, Etc.)
Job tags
Salary
