Customer Service Banking Specialist

1 week ago

Odessa, Texas, United States Community National Bank Full time
Job Overview

Location
Community National Bank

Industry
Financial Services

Position Summary

In this role, you will operate under general supervision while adhering to established guidelines and protocols. Your primary responsibility will be to deliver a range of service functions to our valued clients. You will address inquiries and clarify available products and services to effectively meet customer needs. This position encompasses the responsibilities of a New Account Representative, Customer Service Representative, and Teller, all performed with professionalism and a customer-centric approach.

Key Responsibilities
  • Stay informed and comply with all relevant banking regulations and Community National Bank policies.
  • Welcome clients as they enter the branch with a friendly and supportive demeanor.
  • Provide outstanding customer service for various banking needs, directing lending inquiries to the appropriate department.
  • Explain different account options and ownership types to customers.
  • Maintain current knowledge of Community National Bank's products and services, offering detailed information to clients.
  • Ensure accurate processing of new accounts by preparing necessary documentation and assisting clients with signatures.
  • Open IRA/HSA accounts while informing customers of legal requirements.
  • Manage check orders and account maintenance tasks such as name, address, and signer updates.
  • Initiate debit card orders and handle requests for lost, closed, or stolen cards.
  • Facilitate gift card transactions.
  • Process customer transactions through the CIP program.
  • Address customer inquiries regarding online banking and bill payment services.
  • Open and manage Safe Deposit Boxes, ensuring customer access and monitoring for overdue statuses.
  • Handle wire transfers and stop payment requests.
  • Process incoming mail transactions efficiently.
  • Perform teller duties, including customer verification, deposits, withdrawals, loan payments, cash checks, and balancing the cash drawer.
  • Utilize the Cash Recycler for cash transactions.
  • Manage large cash amounts and ensure daily cash drawer accuracy.
  • Assist with end-of-day procedures, including cash drawer balancing, coin machine operation, report generation, and verification of teller batches.
  • Maintain regular attendance and punctuality.
  • Collaborate effectively with team members.
  • Be available for overtime as required.
  • Perform additional duties as assigned that fall within the scope of this job classification.
Qualifications

Required Skills and Abilities
  • Professional appearance and demeanor.
  • Highly organized and self-motivated.
  • Customer-focused approach.
  • Ability to manage multiple tasks simultaneously.
  • Proficiency in Fiserv operations and related processes.
  • Commitment to confidentiality.
  • Ability to accurately handle large sums of money.
  • Effective and tactful communication with customers and colleagues.
  • Team-oriented mindset.
  • Capability to maintain excellent customer service under challenging conditions.
Work Environment
  • Standard office setting.
  • Potential exposure to hazardous situations, such as robbery, with clear procedures in place to minimize risk.
  • Frequent computer use may lead to eyestrain.
  • Variety of tasks requiring adaptability.
Physical Requirements
  • Ability to remain stationary for extended periods while processing work and assisting clients.
  • Occasional lifting of office equipment or files weighing over 10 pounds.

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