Customer Service Specialist - Banking & Finance

Customer Service Specialist - Banking & Finance YourHire Fort Worth, TX Job Details Full-time 1 day ago Benefits Disability insurance 401(k) 4% Match Parental leave 401(k) matching Life insurance Qualifications Savings accounts Financial transaction processing Check cashing Basic math Regulatory compliance Customer inquiry handling Bachelor's degree Decision making Industry knowledge of financial regulations Assisting with digital banking services Deposits Withdrawals Communication skills Balancing end-of-day transactions Entry level

Full Job Description Job Description:

Provide service to bank customers by conducting appropriate transactions and meeting the needs of customers by referring them to appropriate departments in the bank.

MAJOR DUTIES AND RESPONSIBILITIES

Receive checking and savings deposits: verify cash and endorsements, receive proper identification for cash back, and issue receipts of deposit. Examine checks deposited and determine proper funds availability based on regulation requirements and completed Hold Notices. Process savings withdrawals.

Cash checks:

verify endorsements, receive proper identification, and ensure validity. Identify counterfeit currency. Answer basic customer inquiries regarding interest rates, service charges, and account histories while complying with disclosure requirements, regulations and consumer privacy policies. Process orders and maintenance for ATM/Debit cards and check orders. Assist customers with online and mobile banking troubleshooting. Process routine account file maintenance changes. Refer customers to the proper department for issues that cannot be resolved at the teller line. Count and roll loose coins. Buy and sell currency from the vault as necessary, ensuring that the teller drawer cash limits are not exceeded. Balance drawer daily, including periodic batching of cashed checks.

Experience and Skills:

JOB REQUIREMENTS

Bachelor's Degree Preferred Excellent customer service skills Mathematical skills

ENTRY LEVEL SKILLS AND ABILITIES

Represent the bank in a courteous and professional manner. Possess strong written and verbal communication skills. Ability to obtain, understand and use complex materials from various sources such as regulations and procedures. Ability to multi-task and maintain accuracy in an environment with regular interruptions. Ability to adjust to changes and proceed with a positive attitude. Possess strong decision making abilities. Ability to work independently and within a team environment. Working knowledge of all laws, regulations and bank policies. Working knowledge of the Precision bank system. Ability to analyze daily processes for efficiency.

Job Benefits:

Very competitive starting salary plus bonus 4% match on 401k 3 months maternity leave The employee participates in the insurance premium at approximately $35/month for health Short term/Long term disability paid in full Life Insurance 1x annual salary Outstanding culture with a fun office atmosphere and many in office perks A leadership team that will do whatever it takes to help employees grow and succeed

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