Customer Service Representative

4 weeks ago

Carrollton, Texas, United States Open Bank Full time

Job Title: Service Officer I

Department: Western

We are seeking a highly skilled Service Officer I to join our team at Open Bank. The successful candidate will be responsible for supervising the day-to-day sales, service, and operational efficiency of the teller, new accounts, and client service areas.

Key Responsibilities:

  • Assist in opening new accounts for customers, including personal and business checking, savings, money market, and CD accounts.
  • Close CD and installment saving accounts as requested by customers or at the end of the term date.
  • Review the dormant account report and contact customers as appropriate.
  • Review the CD maturity report.
  • Assist customers with safe deposit box access.
  • Update customer information, such as change of address and phone number, as requested by customers.
  • Approve deposit, withdrawal, and other operations-related transactions up to the authorized approval limit.
  • Order supplies as needed directly with vendors or through the appropriate department.
  • Perform monthly, semi-annual, and quarterly GL certification.
  • Provide customer service, including processing Reg E claims and providing banking services in-person and by telephone.
  • Ensure that new accounts employees properly complete the new account checklist when approving new account documents.

Requirements/Qualifications:

  • Minimum five years of experience in bank operations as a teller, new accounts representative, or supervisor required.
  • Ability to work independently without constant supervision.
  • Some experience in retail sales and customer service functions a plus.
  • Good written and oral communication skills, with the ability to communicate effectively and project a professional image.
  • Ability to respond effectively to sensitive inquiries or client complaints.
  • Accurate typing and keyboarding skills, with basic computer skills, including word processing, spreadsheet software applications, core banking process systems, email, and online banking programs.
  • Good analytical skills, including the ability to define problems, collect data, establish facts, and draw conclusions.

Employee Benefits & Perks:

  • Medical, dental, and vision insurance for all full-time employees and their immediate family members.
  • Life, accidental death and dismemberment, and long-term disability insurance, with Open Bank paying 100% of the cost.
  • Flexible spending account (FSA) for eligible out-of-pocket expenses, with pre-tax dollars.
  • 401(k) retirement savings plan, with Open Bank matching 100% of the first 6% of employees' contributions.
  • Paid time off (PTO) for vacation, illness, or other personal reasons.
  • Employee assistance program (EAP) for counseling sessions, online tools, and resources, and legal and financial guidance.
  • Company-paid lunch twice a week.

To learn more about Open Bank and our current job openings, please visit our careers page: https://myopenbank.com/about/#

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