Senior Personal Banker

4 days ago


Dallas, Texas, United States CornerStone Staffing Full time
Senior Personal Banker Job Description

CornerStone Staffing is partnering with a local financial institution to find a skilled Senior Personal Banker. If you have experience working in the banking industry, particularly in customer service and account management, we want to hear from you.

Key Responsibilities:
  • Provide exceptional customer service to internal and external customers, ensuring a positive banking experience.
  • Assist other branches and departments as needed, promoting a collaborative team environment.
  • Manage customer inquiries, resolving issues and providing solutions in a timely manner.
  • Process new account enrollments, account maintenance, and customer identification, ensuring accurate and complete information.
  • Research customer questions regarding electronic funds transfers and initiate Reg E disputes when necessary.
  • Process necessary paperwork for service charge rebates and verify information on ATM/debit card applications.
  • 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 the 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.
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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