Account Services Advisor

2 weeks ago


Conroe, Texas, United States First National Bank Texas Full time

Position Overview:
As a Customer Service Banker, you will be at the forefront of delivering outstanding service to our clients. Your role involves managing cash transactions and assisting customers in a dynamic sales environment.

Key Responsibilities:
1. Provide exceptional customer service while processing cash deposits and withdrawals.
2. Adhere to bank policies and procedures under the guidance of management.
3. Achieve monthly targets for new account openings as set by management.
4. Accurately record all transactions and balance daily operations.
5. Verify cash and check deposits, ensuring compliance with endorsement requirements.
6. Identify counterfeit currency and ensure proper identification is presented.
7. Utilize computer systems to process transactions and issue receipts.
8. Promote and sell various banking products including money orders, cashier's checks, and certificates of deposit.
9. Handle Western Union transactions and cash advances efficiently.
10. Cross-sell additional bank services to enhance customer satisfaction.
11. Serve a diverse clientele, including a significant Spanish-speaking demographic.
12. Execute other tasks as assigned by supervisors that align with bank operations.

Environmental and Physical Requirements:
- Ability to stand or walk for extended periods based on branch needs.
- Capability to thrive in a fast-paced, high-pressure environment.
- Proficient in operating computers and office equipment.
- Must be able to lift items weighing up to 25 lbs.

Qualifications:
- A minimum of six months experience in retail or customer service is preferred.
- Strong interpersonal skills to foster a collaborative team environment.
- Flexibility to work varied hours, including evenings and weekends.
- High school diploma or equivalent is required.
- Must be at least 18 years of age.
- Successful completion of a background check is mandatory.



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