Customer Service Representative
4 weeks ago
The Correspondent Customer Service Representative position is a key role in providing exceptional customer service to our correspondent banking clients. This role is responsible for facilitating the opening of new accounts, creating daily, monthly, and quarterly reports, and ensuring compliance with regulatory guidelines.
Key Responsibilities:
• Provide superior customer service to correspondent banking clients in a friendly and courteous manner.
• Possess knowledge of correspondent banking and wholesale banking products and services to respond to client inquiries.
• Open new bank accounts according to TexasBank rules and guidelines.
• Improve customer banking experience by addressing challenges and issues in a timely manner.
• Ensure compliance with bank policies, procedures, and regulatory guidelines in daily processes.
• Liaise between correspondent banking clients and internal departments, including wire room, commercial lending, and mortgage services.
• Assist in maintaining the Respondent Database, creating and distributing Quarterly Regulation F updates, and sending account rate updates.
Requirements:
• High School Diploma or equivalent.
• Five (5) years of banking customer service experience.
• Ability to use standard computer software, Microsoft Office Applications (Outlook and Excel).
• Quick learning of job-specific software and web-based applications.
• High level of professionalism and ability to maintain customer confidentiality.
• Excellent organizational and prioritizing skills, with attention to detail and accuracy.
• Problem-solving skills, excellent verbal and written communication skills, and flexibility to deal with interruptions and changing priorities.
Preferred Requirements:
Bilingual in English and Spanish is preferred.
Disclaimer:
This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. Duties, responsibilities, and activities may change, or new ones may be assigned at any time with or without notice. TexasBank is an Equal Opportunity Employer.
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