Customer Service Representative

2 weeks ago


Dallas Texas, United States Financial Staffing Resources, Ltd. Full time

Position Overview:
A reputable financial institution is seeking a dedicated Customer Service Representative who will provide exceptional, prompt, and precise service both in-person and over the phone.

This role will also support the customer service center by managing incoming calls, ensuring that member inquiries are addressed efficiently.

The individual in this role will collaborate with various departments and undertake additional responsibilities as directed by their supervisor.


Key Responsibilities:
  • Conducts customer transactions at the service counter
  • Records transactions for incoming correspondence
  • Handles phone inquiries
  • Assists the Customer Service Supervisor in reconciling branch ATM and cash reserves
  • Procures supplies in the absence of the Customer Service Supervisor
  • Helps members with updates to personal information, account modifications, etc.
  • Manages inventory of tickets
  • Processes requests for Visa Check Cards and maintenance tasks
  • Handles check orders and reorders for clients
  • Sends overdraft notifications to clients
  • Processes ACH and check stop payment requests
  • Completes ACH initiation forms
  • Provides backup support to staff at other locations as necessary
  • Undertakes any other tasks assigned by supervisors


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