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First National Bank of Bastrop · 4 months ago

Float Customer Service Representative I or II (Bilingual)

Bastrop, TX

Full-time

Onsite

New Grad, Entry Level

First National Bank of Bastrop is a financial institution recognized as a Best Place For Working Parents®. They are seeking a Float Customer Service Representative who will perform various customer service tasks, including handling deposits, withdrawals, and providing information about bank services, while also supporting deposit growth.

BankingCommunitiesFinancial ServicesVenture Capital

Responsibilities

Cash checks and disburse funds after verifying signatures and sufficiency of funds to support withdrawals

Evaluate checks to verify endorsements, dates, identification of persons receiving payments, bank names, and overall legality of the documents

Accept deposits, confirming accuracy of transaction; follow regulations as they pertain to funds availability and large cash transactions

Prepare, verify, and issue cashier’s checks and money orders

Accept loan payments

Prepare change orders for commercial customers

Assist customers in redeeming savings bonds

Record and process night and mail deposits

Record transactions by logging cashier's checks and money orders

Verify for customer their account balances or transactions

Complete debit special requests by closing accounts or ordering checks

Balance drawer/cash recycler at end of day

Balance ATMs at end of week

Support ABM in Monthly Audit

Maintain TCR, Check Scanner and Coin Counter

Comply with bank operations and security procedures by participating in all dual-control functions

Complete Debit Card/Card@Once training for printing of debit cards for customers

Stay abreast of recent trends in fraud by reading email communication, myFNB intranet, and attending training

Maintain customer confidence and protect bank operations by keeping information confidential

Support customer awareness with Online Banking & Mobile Banking

Explore customer needs and desires, identifying and presenting information on appropriate bank services, and obtaining customer consent to use the service. Maintain good knowledge of all bank services to respond to customer comments and inquiries and develop cross-sell opportunities, making proper referrals when appropriate

Other related customer services duties as assigned

Balance drawer/cash recycler at end of day

Open new checking, savings, and time deposit accounts explaining different options and programs available

Review legal documents in opening new accounts including beneficiary ownership, powers of attorney, trusts, wills, death documentation, etc., seeking supervisory or legal guidance when necessary

Renew, make withdrawals, and add to time deposits periodically and at maturity

Scan account documents to imaging system

Allow customer access to safe deposit box, verifying customer identity and authority

Prepare temporary checks

Provide notary services for customers and non-customers

Assist customers with special needs such as stop-payments, auto transfers, overdraft protection, balance and transaction inquiries, account balancing; photocopy documents; process name, address and other account data changes

Explain transaction policy and procedures to customer as required

Complete Wire Transfer training in order to accept wire transfer requests from customers

Develop customer relationships by utilizing the Customer Relationship Discovery tool and Relationship Onboarding 2x2x2

Assist with departmental duties as assigned by reviewing certain types of transactions, balancing money orders, preparing necessary reports for review by a supervisor

Assist with training other CSRs as necessary

Act as vault or coin sorter teller; sell money to other tellers; buy-in cash; balance

TCR, Check Scanner and Coin Counter maintenance

Maintain and balance ATM machine

Qualification

Customer service skillsBilingual (English/Spanish)Cash handling experienceMicrosoft Office proficiencyBasic math skillsBanking regulationsInternet bankingLoan functionsAttention to detailOrganizational skillsInitiativeFlexibilityListeningCommunication