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Classic Bank N A Customer Service Representative/Teller in Liberty Hill, Texas

Essential Job Duties

 

  • Greets customers warmly, politely, and efficiently; maintaining a professional image at all times, providing timely solutions, and directing the customer to the appropriate person as required

  • Interviews potential customers, utilizing customer identification program (CIP)

  • Opens, handles inquiries, assists, and issues receipts regarding deposit accounts including but not limited to checking, savings, certificates of deposits (CDs), and individual retirement accounts (IRAs)

  • Closes accounts following established procedures

  • Opens safe deposit box accounts, logs customers, and follows prescribed procedures regarding access to the same

  • Obtains required documents from customers, making copies, archiving, and preparing documents for timely imaging, and ensuring the same

  • Ensures that account applicants receive an adverse notice when applicable

  • Confirms that new account exceptions are cleared in a timely manner

  • Assists customers with Bill Pay, Mobile Banking, VRU, and Internet Banking 

  • Assists customers with the ordering of new and replacement Visa debit cards, answering questions, and initiating disputes as well as placing cards in ‘hot’ status in the case of fraud, loss, or theft

  • Completes the in-house ordering of debit cards for all locations. If applicable, cards are printed in house.  Otherwise the card order is sent to the Queue for CSR’s at corporate to print and mail

  • Responsible for entering all new customer and account information on the core system as well as maintaining information for existing customers

  • Utilizes Connections for account sales, calls, and follow-up

  • Responsible for ordering checks and other supplies for customers

  • Maintains and ensures that all visitors are logged in and out according to procedures

  • Keeps up with on-going training and attends all staff meetings

  • Complies with all Bank regulations

  • Other duties as assigned

Knowledge, Skills, and Abilities

 

  • Knowledge of the Internet and Microsoft software, including Excel, Word, and Outlook

  • Detail oriented with strong organizational skills and sound judgment

  • Excellent communication skills to include listening, speaking, and writing in all situations

  • Ability to discern and effectively manage difficult or emotional customer situations; responding promptly to customer needs, while soliciting customer feedback to improve service

  • Ability to inspire the trust of others, while working confidentially, ethically, respectfully, and with integrity; regardless of cultural differences

  • Knowledge of safety and security procedures, reporting potentially unsafe conditions quickly

Education and/or Experience

 

  • High school diploma or general education degree (GED)

  • CSR and previous banking experience preferred

Working Conditions

 

  • Local residence preferred

  • May be required to either sit or stand for long periods of time

  • May occasionally lift up to 25 pounds

     

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this job.

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