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Commercial Bank of Texas · 2 months ago

Customer Service Rep- 2 or 3

201 South Mill Street, Lewisville, TX, USA

Full-time

Onsite

Mid Level

Commercial Bank of Texas is dedicated to providing exceptional customer service and building trust with its clients. The Customer Service Representative role involves performing various banking transactions, cross-selling products, and ensuring customer satisfaction through personalized service.

BankingFinancial Services

Responsibilities

Recognizes and addresses customers by name. 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

Performs a variety of customer service transactions on a daily basis such as account holds, stop payments, direct deposits and check confirmation

Cross-markets and promotes other CBTx products and services such as loans, IRA's, CD's, and safe deposit boxes. Up streams loans for approval

Open new accounts (personal or commercial) DDA, savings, CD's, IRA's, and safe deposit boxes. Also will review and approve/decline NSF in accordance with CBTx policy and procedures

Provides extensive personalized service to depositors with specific or special banking needs including: personal banking account advice, suggestions for account resolution; researches customer inquiries; provides customers with account information and updates as requested

Counts, checks, and packages coins and currency. Cashes checks and cash for deposits to accounts, verifies amounts, examines checks for proper endorsement, and enters transactions into computer records

Maintains cash supply within prescribed limits, orders cash when necessary, prepares cash transfer slips and counts incoming cash

Balances cash drawer at the end of the shift and compares totaled amounts to electronic journal on DCI. Reports and discrepancies to his or her supervisor as necessary

Places hold on accounts for uncollected funds and prepare CBTx Notice of Delayed Availability in accordance with CBTx procedures

Balances and loads ATM when necessary

Receives mortgage, consumer loan, and other payments, inspects negotiable instruments and cash offered for payment and ensures the payments match balances due, enters payments received into CBTx computer records and generates customer receipts

Provides guidance to CSR-1's and 2's as to proper use of DCI Teller, iCore features and functions, night depository contracts, and interpretation of CBTx policies and procedures

Performs bank by mail and night deposit functions where available

Participates as a volunteer in community and non-profit activities

Other duties as assigned

Qualification

Customer serviceAccount managementCash handlingCross-sellingBanking proceduresTeam guidanceCommunication skillsProblem-solving

Required

Recognizes and meets customer expectations of service and professionalism and creates a high level of customer satisfaction and trust

Continually display a courteous and helpful level of enthusiasm, and service knowledge with customers

Performs all deposit account services such as taking deposits, withdrawals, opening new accounts, and placing account holds

Responsible for cross selling and referring all deposit and loan products as well as up streaming loans and other products for approval

Recognizes and addresses customers by name

Listens carefully to customer requests, comments, or complaints and responds appropriately in accordance with CBTx procedures

Responsible for comprehensive, prompt, and efficient customer transactions

Performs a variety of customer service transactions on a daily basis such as account holds, stop payments, direct deposits and check confirmation

Cross-markets and promotes other CBTx products and services such as loans, IRA's, CD's, and safe deposit boxes

Opens new accounts (personal or commercial) DDA, savings, CD's, IRA's, and safe deposit boxes

Reviews and approves/declines NSF in accordance with CBTx policy and procedures

Provides extensive personalized service to depositors with specific or special banking needs including: personal banking account advice, suggestions for account resolution

Researches customer inquiries; provides customers with account information and updates as requested

Counts, checks, and packages coins and currency

Cashes checks and cash for deposits to accounts, verifies amounts, examines checks for proper endorsement, and enters transactions into computer records

Maintains cash supply within prescribed limits, orders cash when necessary, prepares cash transfer slips and counts incoming cash

Balances cash drawer at the end of the shift and compares totaled amounts to electronic journal on DCI

Reports any discrepancies to his or her supervisor as necessary

Places hold on accounts for uncollected funds and prepares CBTx Notice of Delayed Availability in accordance with CBTx procedures

Balances and loads ATM when necessary

Receives mortgage, consumer loan, and other payments, inspects negotiable instruments and cash offered for payment and ensures the payments match balances due

Enters payments received into CBTx computer records and generates customer receipts

Provides guidance to CSR-1's and 2's as to proper use of DCI Teller, iCore features and functions, night depository contracts, and interpretation of CBTx policies and procedures

Performs bank by mail and night deposit functions where available

Participates as a volunteer in community and non-profit activities

Other duties as assigned