What are the responsibilities and job description for the Customer Service Representative - Westchester position at Veritex Team?
Job Summary:
Veritex Customer Service Representatives are cross-trained professionals who provide both basic Personal Banker and Teller services, which include maintenance on customer accounts. They are positioned well by our leadership for excellent career growth and intellectual challenge. While assigned to a home Community Bank Center (branch), our CSRs may travel to other CBCs (branches) to fill in as needed. Each CSR will provide prompt and courteous teller and customer sales representative support to the community banking center.
This professional will promote financial products such as credit cards, CDs, IRAs, Treasury Management Services and Credit Options, manage deposit accounts and create positive solutions and experiences for potential and existing customers.
If you have a passion for serving others, we would like to hear from you!
Responsibilities and Duties:
Provide customer service by receiving deposits, cashing checks and government bonds, making withdrawals and loan payments, etc.
Promote the sale of bank products and make referrals to business partners as appropriate. Develop strong customer relationships and learn to recognize customer needs.
Balance cash fund daily. Complete over/short adjustments and send totals to appropriate department.
Process various payments and sell official instruments, including cashier's checks, traveler's checks, and money orders.
Attention to regulatory requirements and compliance training applicable to position (Bank Secrecy Act, Customer Information Privacy ETC)
Job Skills and Qualifications:
Servant heart and servant leadership approach to others
Integrity, discretion, and respect for confidential information are absolutely essential
Proficient with all Microsoft applications (Word, Excel, Outlook, etc.)
Ability to answer detailed customer questions as well as sell bank products and services
Excellent communication skills needed to identify customer needs and explain bank brochures and other bank literature
Ability and willingness to greet customers in a friendly manner
Maintain and positive and helpful attitude in any situation
Strong attention to regulatory requirements and compliance training applicable to position (Bank Secrecy Act, Customer Information Privacy, etc.)
Strong analytical and problem-solving skills with the ability to achieve innovative solutions
High School graduate or equivalent
Two plus years or retail branch banking preferred or four plus years of retail experience preferred
Strong knowledge of financial products
Teller machine and calculator experience desired
FISERV premier knowledge a plus