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Senior Personal Banker

2 months ago

Dallas, United States CornerStone Staffing Full time

CornerStone Staffing has partnered with a local financial Institution and is seeking a Senior Personal Banker

If you have previous banking experience and love supporting a team we want to hear from you

APPLY TODAY to start a CAREER

Job Title: Senior Personal Banker

Location: Dallas, TX

Schedule: Monday-Friday, 9 AM - 4PM - 35 hours per week TEMP

Pay: $21.00+/hour DOE

Responsibilities

  • Provides assistance to other branches and departments as needed. This role strives to deliver excellent customer service to the bank’s internal and external customers.
  • Answer phone for any incoming calls, maintain service levels emphasizing service or product features and benefit.
  • Reach out by phone, email and/or mail to ensure all customer related inquiries received via mail, email is clearly documented upon receipt as assigned.
  • Open New Account Enrollments in JHA- mail out Welcome Packets for new Customers, process Account Maintenance and Perform Customer Identification through OFAC/CIP verification process for account opening (new enrollment). Capturing of accurate and complete information
  • Research customer questions regarding electronic funds transfers and initiate “Reg E” disputes when appropriate, including the completion of all necessary documents and affidavits
  • Relate customer requests for service charge rebates to the assistant vice president and vice president of
  • operations.
  • Process necessary paperwork to rebate customer service charges.
  • Verify information on ATM/debit card applications to the information in customer database. Send exceptions to personal banking counselors for corrections.
  • Update the system with messages regarding ATM/debit cards and service charge rebates.
  • Perform customer requested research, including printing statement and check copies.
  • Input, maintain and/ or delete ATM and debit cards within system.
  • Transfer funds to cover customer overdrafts as directed by bank operations.
  • Notify the research and adjustment coordinator of required adjustments as reported by customers.
  • Other duties as needed

Job Requirements:

  • HS Diploma Required
  • 1+ years of experience in banking industry including ACH, payment processing, data entry and customer service
  • Soft credit check required
  • Proficiency in Microsoft Office Suite (Word, Excel, and PowerPoint), required