Customer Service Representative I

CEN
Fort Worth, TX
Category Customer Service
Job Description
The Customer Service Representative I is responsible for retaining existing relationships and establishing new deposit accounts by branch goals, promoting and cross-selling bank products and services.

Requirements

  • Opens new accounts including checking, savings, CDs, IRAs and other products offered by the bank.
  • Complies with all applicable regulations, policies and procedures.
  • Assesses customer needs and cross sell appropriate products and services.
  • Supports attainment of branch goals.
  • Resolves customer concerns and ensure effective and long term problem resolution.
  • Develops and builds customer loyalty.
  • Follows up on referrals made by other team members.
  • Provides assistance with loan origination and processing as needed.
  • Responds to customer inquiries relating to products, rates and services.
  • Provides ancillary services such as notary services.
  • Maintains positive, friendly and professional attitude and appearance.
  • Adheres to work schedules.

Benefits

  • Paid time off
  • 401k matching
  • Health insurance
  • Dental insurance
  • Vision insurance
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