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Client Service Representative - Dallas - South (Floater) - 03162018

Location:Dallas, TX
Exempt/Non-Exempt:Non-Exempt
Employment Type:Full Time
Department:Customer Support - Mesquite - 6174
Description:This position will float between the Mesquite, Uptown, and Preston Center, and will be responsible for processing all new account transactions; assisting customers in their selection of various accounts and financial services; promoting the Bank's products and services; opening, maintaining and closing of all account types; promotes business for the Bank by maintaining good customer relations and referring customers to appropriate staff for new services. Actively engaged in branch banking transactions; helps to ensure provision of high-level quality customer service to bank customers; and performs branch procedures to ensure efficiency and compliance with operational and security policies.
Duties:• Greets current and perspective clients who enter the branch
• Helps to ensures efficient operation of branch
• Helps to maintain excellent customer service by responding to customer inquiries and endeavoring to resolve customer problems in an efficient, accurate and timely manner.
• Open and closes new deposit accounts
• Utilizes knowledge of required paperwork and equipment to open new accounts; prepares documents accurately
• Process routine account file maintenance changes.
• Process orders for ATM/Debit cards, and check orders
• Answer general branch telephone inquiries and refer to appropriate channel if needed.
• Performs Teller duties
• Performs cash balancing and end of day remittances.
• Accept payment for sale of travelers checks, savings bonds and maintain appropriate documentation
• Reviews transactions when processing for proper endorsement and Hold placement
• Promotes the Bank's services
• Provides customer assistance as needed
• Assist in cash/vault/teller/ATM audits as needed
• Makes report to Lead CSR of any teller shortages or overages according to bank policy
• Performs daily Branch Capture
• Handles Safe Deposit Box transactions
• Executes Night Depository and Mail transactions
• Process and sorts incoming mail
• Opens and/or closes branch
• Travels as needed for lobby coverage
• • Greets current and perspective clients who enter the branch
• Helps to ensures efficient operation of branch
• Helps to maintain excellent customer service by responding to customer inquiries and endeavoring to resolve customer problems in an efficient, accurate and timely manner.
• Open and closes new deposit accounts
• Utilizes knowledge of required paperwork and equipment to open new accounts; prepares documents accurately
• Process routine account file maintenance changes.
• Process orders for ATM/Debit cards, and check orders
• Answer general branch telephone inquiries and refer to appropriate channel if needed.
• Performs Teller duties
• Performs cash balancing and end of day remittances.
• Accept payment for sale of travelers checks, savings bonds and maintain appropriate documentation
• Reviews transactions when processing for proper endorsement and Hold placement
• Promotes the Bank's services
• Provides customer assistance as needed
• Assist in cash/vault/teller/ATM audits as needed
• Makes report to Lead CSR of any teller shortages or overages according to bank policy
• Performs daily Branch Capture
• Handles Safe Deposit Box transactions
• Executes Night Depository and Mail transactions
• Process and sorts incoming mail
• Opens and/or closes branch
• Travels as needed for lobby coverage
• Follow established policies and procedures related to the Teller area and New Accounts
• Keeps up with current rules and regulations (i.e. BAI Courses, Banker’s Online, KAI Courses, Training Sessions, Branch Operations Informational Communiquιs, etc.)
• Demonstrate knowledge of the industry in terms of laws and regulations, including Bank Secrecy Act, relative to the job responsibilities
• Assist in on-going audits of branch records and new accounts to ensure compliance with established bank policies/procedures and federal/state regulations as assigned.
• Assist in daily inspection of branch premises to ensure security and safety of branch personnel, customers, and bank assets.
Qualifications:Education/Experience:
• High School Diploma/ GED
• At least one year experience in a Client Services Representative, New Accounts Representative, or Teller position.
Knowledge/Skills/Abilities:
• Must be fully knowledgeable and skilled in the areas of new accounts, teller, vault, safe deposit, and customer service.
• Must have a sound working knowledge of Branch Operations, account opening, paying and receiving transactions, regulatory compliance, and internal policies and procedures.
• Must be able to make sound and timely decisions relative to accepted standards of customer service, work flows, and bank policies and procedures. Must be knowledgeable with all Green Bank products.
• Good customer service skills.
• Good problem solving skills.
• Able to work independently with minimum direction.
• Good interpersonal, written and oral communication skills.

Licenses/Certifications: N/A
Work Environment/Physical Demands:
• Travel – as needed.
• Office working conditions
• Frequently required to sit for long periods of time.
• Occasionally required to stand, walk, and reach with hands and arms.
• Occasionally lift and/or move up to 30 pounds.
• Reasonable accommodations are available to qualified individuals with disabilities to aid in their ability to perform the essential functions.

This job description is not an inclusive list of all duties and responsibilities of the position. Incumbents will be required to follow any other job related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. Green Bank reserves the right to amend and change responsibilities to meet business and organizational needs.


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