Senior Banking Professional

1 week ago


Dallas, Texas, United States CornerStone Staffing Full time

Job Summary:

CornerStone Staffing is seeking a highly skilled Senior Personal Banker to join our team. As a Senior Personal Banker, you will be responsible for providing exceptional customer service and support to our clients.

Key Responsibilities:

  • Provide assistance to other branches and departments as needed, ensuring seamless delivery of services to internal and external customers.
  • Respond to customer inquiries in a timely and professional manner, highlighting the benefits and features of our products and services.
  • Process new account enrollments, including the completion of all necessary documentation and verification processes.
  • Research customer questions regarding electronic funds transfers and initiate disputes when necessary, ensuring accurate and complete information is captured.
  • Collaborate with the assistant vice president and vice president of operations to resolve customer requests for service charge rebates.
  • Process necessary paperwork to rebate customer service charges, ensuring timely and accurate resolution.
  • Verify information on ATM/debit card applications to ensure accuracy and consistency with customer database information.
  • Update the system with messages regarding ATM/debit cards and service charge rebates, ensuring seamless communication.
  • Perform customer-requested research, including printing statement and check copies, and input, maintain, and/or delete ATM and debit cards within the system.
  • Transfer funds to cover customer overdrafts as directed by bank operations, ensuring timely and accurate resolution.
  • Notify the research and adjustment coordinator of required adjustments as reported by customers, ensuring seamless communication.

Requirements:

  • High School Diploma required.
  • 1+ years of experience in the 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.


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