Member Service Representative
Member service representative job at Credit Human
We are seeking a Member Service Representative for the Member Service Center (MSC) Department. The representative is expected to meet all department standards. This is a contact center environment where you will assist members by appropriately resolving their issues, answering questions, and referring Credit Human products and services to meet their needs while enhancing their financial health and well-being.
If you have customer service experience, you should apply right away!
Highlights:
* Assist members and non-members calling the Contact Center with their requests in a professional, efficient, and timely manner
* Maintain knowledge of Credit Union products, services, policies and procedures to include BSA and other regulatory compliance requirements that are specific to the job
* Perform financial transactions, inquiries, and file maintenance on accounts in accordance with regulatory compliance
* Work as a team towards meeting Department, Division, and Corporate goals in order to attain growth of the organization
Experience:
Required
* 1 year of customer service experience
Preferred
* 2 years of customer service experience
* Financial service or banking experience
* Call center/contact center experience
* Sales or cross-selling experience
Education:
Required
* High School Diploma or equivalent
Skills & Knowledge:
Required
* Excellent customer service
* Exceptional written and/or verbal communication skills
* PC skills and 10-key by touch
* Type 30 or better words per minute
* Empathy
* Problem-solving
* Adaptability in a fast-paced environment
Schedules/Hours:
Regular Shifts
* 6:45am - 3:45pm
* 8am - 5pm
* 8:30am - 5:30pm
* 9am - 6pm
* 9:30am - 6:30pm
* 10am - 7pm
* All with a rotating Saturday shift (9am - 12pm)
4x10 Shifts
* Mon - Thurs: 7am - 6pm
* Mon - Thurs: 8am - 7pm
* Tues - Fri: 7am - 6pm
* Tues - Fri: 8am - 7pm
* All with a rotating Saturday shift (9am - 12pm)
Job Location: On-site, in office, not remote, not hybrid
Level of Work: 1B
Minimum Starting Salary: $19.00 per hour
Credit Human provides employees with many benefits from insurance coverage to college tuition reimbursement.
To get to know Credit Human and learn more about our benefits, visit our careers page at ****************************
Credit Human conducts employment background checks that may be used for decisions related to employment with Credit Human. Standard background checks performed on final candidates include NCUA Administrative and Prohibited Orders, ChexSystems, past employment verification, criminal history checks on convictions, and outstanding arrest warrants within the past seven years. Degree verifications are conducted if listed on the employment application. Additional background checks relevant to the role may include a motor vehicle registration check, credit check, and/or fingerprint card. Applicants must be currently authorized to work in the United States on a full-time basis.
Member Relationship Specialist (2B) - Woodlawn Financial Health Center
Member service representative job at Credit Human
We are seeking a Member Relationship Specialist for the Woodlawn Financial Health Center. This level of work uses good, individual judgment, analysis, and decision-making in assessing & overcoming obstacles to produce outputs, accumulating data from which to conclude, listening to evaluate and determine needs. It involves dealing one-by-one with concrete situations as they arise and diagnosing a problem from a multi-factor model. Offering an optimal solution that considers multiple variables to enable additional opportunities to be realized while also considering immediate cause and effect impacts and associated impacts of up to 6 to 9 months in length.
Manage meaningful member relationships and continually improve the efficiency and effectiveness of the interaction, experience, and execution of transactions. Making situational response decisions to schedule and prioritize actions. Foreseeing developing issues based upon observations and taking action to eliminate or reduce their negative impact or maximize their positive impact. The objectives include effective coordination, collective improvement, and efficiency to improve current processes. The theme of the work is service.
If you have exceptional listening, verbal communication, good written communication, and problem-solving skills, apply right away!
Highlights:
* Embody sincere empathy for our members and display a deep passion for helping our members achieve financial health
* Develop and propose multiple decision alternatives to address and/or improve members' current financial situation, remedy past missteps, and develop an action plan to help members attain short-range financial goals (up to one year)
* Thoughtfully and thoroughly plan and prepare for upcoming meetings with members to ensure high-quality, high-value, high-yield interactions
* Actively leverage multiple established community partner relationships by supporting the partner's values and mission through service, volunteer, or engagement opportunities
* Participate in cross-functional project team environments
* Work effectively and cooperatively with full commitment to tasks assigned by their manager
Experience:
Required
* 3 years of face-to-face interaction experience
Education:
Required
* High School Diploma or Equivalent
Preferred
* Baccalaureate degree desired
Skills & Knowledge:
Required
* Exceptional listening skills
* Exceptional verbal communication skills
* Good written communication skills
* Good problem-solving skills
Preferred
* Bilingual
Schedule: Monday - Friday, 8:30 am-5:30 pm
Level of Work: 2B
Credit Human provides employees with many benefits from insurance coverage to college tuition reimbursement.
To get to know Credit Human and learn more about our benefits, visit our careers page at ****************************
Credit Human conducts employment background checks that may be used for decisions related to employment with Credit Human. Standard background checks performed on final candidates include NCUA Administrative and Prohibited Orders, ChexSystems, past employment verification, criminal history checks on convictions, and outstanding arrest warrants within the past seven years. Degree verifications are conducted if listed on the employment application. Additional background checks relevant to the role may include a motor vehicle registration check, credit check, and/or fingerprint card. Applicants must be currently authorized to work in the United States on a full-time basis.
Genesys Contact Center Specialist
Plano, TX jobs
Please share your updated resume - *******************************.
CCaaS USCAN Functional Implementation Consultation
VISA - Any Visa Except CPT
Job description
Responsibilities
Requirements Gathering
oCollaborate with stakeholders to understand business processes customer service workflows and pain points
oUnderstand caller profiles and their intentobjectivesneeds when making a call
oAnalyze call data and statistics from Avaya system to inform future design
oCollaborate with marketing and branding team to understand their key design and messaging considerations
oIdentify caller touch points call center chat social media email my GEHCcom mobile app text media blending
Solution Design
oDemonstrate Genesys capabilities and features along with best practices and use of AI for a modern customer experience
oPresent design choices of flows menus and routing logic and help select the most appropriate option
oOptimize design and automation to reduce wait times and improve customer experience
oPropose functionality to drive self service and reduce need for interaction with a live agent
oConsider integrations with CRM and other systems to streamline the process and provide an omnichannel experience
Testing and Validation Planning
oDefine and document test cases and validation steps
oSelect testers and articulate testing expectations
oBuild test execution plan and defect tracking process
Documentation and training
oDocument design and propose a process for keeping the documentation up to date as the system evolves
oCreate training material SOPs Knowledge articles for users and functional owners
oDefine KPIs and ways to ensure customer satisfaction with the experience
Qualifications
Official Genesys implementation partner with relevant certifications
5 years Genesys design and implementation experience
Experience designing call systems for B2B
Prior experience incorporating marketingbrand identity in caller experience
Industry experience
Proven experience with documentation and training material
References of prior implementations
US hours availability
Skills
Mandatory Skills : Genesys Contact-Center,Avaya Collaboration Suite,Cisco Webex,NICE Contact Center
Part-Time PM Customer Retention Representative (Remote)
McKinney, TX jobs
Primary Duties & Responsibilities At Globe Life, we are committed to empowering our employees with the support and opportunities they need to succeed at every stage of their career. We take pride in fostering a caring and innovative culture that enables us to collectively grow and overcome challenges in a connected, collaborative, and mutually respectful environment that calls us to help Make Tomorrow Better.
Role Overview:
Could you be our next Part-Time Customer Retention Representative? Globe Life is looking for a Part-Time Customer Retention Representative to join the team!
As a Customer Retention Representative, you will play a critical role in maintaining Globe Life's customer base by engaging with policyholders who have policies in a lapsed status. This role focuses on building relationships, understanding customer needs, and providing solutions to retain valuable life insurance coverage.
This remote position offers evening shifts, Monday through Friday, and requires a 4-hour shift on Saturday between 8:00 am and 2:00 pm Central Time Zone.
What You Will Do:
* Inbound Call Support: Handle incoming calls from policyholders returning a call from our outbound efforts (voicemail, text message, and/or email) and working to understand their needs to explore retention options.
* Outbound Lapse Recovery: Proactively contact customers with lapsed life insurance policies to discuss opportunities and payment solutions.
* Customer Consultation: Assess individual policyholder situations and recommend appropriate coverage adjustments.
* Relationship Building: Demonstrate clear, empathetic, and professional communication by actively listening to policyholder concerns, asking clarification questions to fully understand their situation, and explaining policy options and solutions in simple, easy-to-understand language.
* Documentation: Maintain accurate records of all customer interactions, retention efforts, and outcomes in company systems.
* Product Knowledge: Stay current on life insurance products, policy features, and company procedures to provide accurate information.
* Communication: Adapt communication style to meet individual customer needs, maintain a calm and supportive tone during difficult conversations, and ensure all the information provided is accurate and complete. Follow up with customers as needed to confirm understanding and satisfaction with proposed solutions.
* Performance Metrics and KPI Achievement: Meet or exceed established contact center key performance indicators (KPIs), including call volume targets, retention rate goals, first call resolution, adherence targets, call quality targets, and attendance expectations. Efficiently manage daily call quotas for both inbound calls and outbound lapse recovery contacts while maintaining quality standards.
What You Can Bring:
* High school diploma or equivalent.
* Basic Microsoft Office Skills, including Word, Excel, and Outlook.
* Minimum Typing speed of 30 wpm.
* Experience in a call center environment preferred.
* Some experience in insurance and/or sales is preferred.
* Excellent verbal and written communication skills.
* Ability to solve complex policyholder issues with a positive attitude.
* Ability to work in a fast-paced environment and work well under pressure.
* Knowledge of life and/or health insurance terminology preferred.
Location: 7677 Henneman Way, McKinney, Texas
Bilingual Customer Retention Representative (Remote)
McKinney, TX jobs
Primary Duties & Responsibilities At Globe Life, we are committed to empowering our employees with the support and opportunities they need to succeed at every stage of their career. We take pride in fostering a caring and innovative culture that enables us to collectively grow and overcome challenges in a connected, collaborative, and mutually respectful environment that calls us to Make Tomorrow Better.
Role Overview:
Could you be our next Bilingual Customer Retention Representative? Globe Life is looking for a Bilingual Customer Retention Representative to join the team!
As a Customer Retention Representative, you will play a critical role in maintaining Globe Life's customer base by engaging with policyholders who are considering cancellation or have policies in a lapsed status. This role focuses on building relationships, understanding customer needs, and providing solutions to retain valuable life insurance coverage.
This is a remote / work-from-home position. We have full-time and part-time positions available with morning and evening shifts.
What You Will Do:
* Inbound Cancellation Support: Handle incoming calls from policyholders requesting policy cancellations, working to understand their concerns and explore retention options.
* Outbound Lapse Recovery: Proactively contact customers with lapsed life insurance policies to discuss opportunities and payment solutions.
* Customer Consultation: Assess individual policyholder situations and recommend appropriate coverage adjustments.
* Relationship Building: Demonstrate clear, empathetic, and professional communication by actively listening to policy holder concerns, asking clarification questions to fully understand their situation, and explaining policy options and solutions in simple, easy-to-understand language.
* Documentation: Maintain accurate records of all customer interactions, retention efforts, and outcomes in company systems.
* Product Knowledge: Stay current on life insurance products, policy features, and company procedures to provide accurate information.
* Communication: Adapt communication style to meet individual customer needs, maintain a calm and supportive tone during difficult conversations, and ensure all the information provided is accurate and complete. Follow up with customers as needed to confirm understanding and satisfaction with proposed solutions.
* Performance Metrics and KPI Achievement: Meet or exceed established contact center key performance indicators (KPIs) including call volume targets, retention rate goals, first call resolution, adherence targets, call quality targets, and attendance expectations. Efficiently manage daily call quotas for both inbound cancellation calls and outbound lapse recovery contacts while maintaining quality standards.
What You Can Bring:
* Must be fully bilingual in English and Spanish, with the ability to speak, read, and write fluently in both languages.
* High school diploma or equivalent.
* Basic Microsoft Office Skills, including Word, Excel, and Outlook.
* Minimum Typing speed of 30 wpm.
* Experience in a call center environment preferred.
* Some experience in insurance and/or sales is preferred.
* Excellent verbal and written communication skills.
* Ability to solve complex policyholder issues with a positive attitude.
* Ability to work in a fast-paced environment and work well under pressure.
* Knowledge of life and/or health insurance terminology preferred.
Applicable To All Employees of Globe Life Family of Companies:
* Reliable and predictable attendance of your assigned shift.
* Ability to work full-time and/or part-time based on the position specifications.
How Globe Life Will Support You:
Looking to continue your career in an environment that values your contribution and invests in your growth? We've created a benefits package that helps to ensure that you don't just work, but thrive at Globe Life:
* Competitive compensation designed to reflect your expertise and contribution.
* Comprehensive health, dental, and vision insurance plans because your well-being is fundamental to your performance.
* Robust life insurance benefits and retirement plans, including a company-matched 401 (k) and pension plan.
* Paid holidays and time off to support a healthy work-life balance.
* Parental leave to help our employees welcome their new additions.
* Subsidized all-in-one subscriptions to support your fitness, mindfulness, nutrition, and sleep goals.
* Company-paid counseling for assistance with mental health, stress management, and work-life balance.
* Continued education reimbursement eligibility and company-paid FLMI and ICA courses to grow your career.
* Discounted Texas Rangers tickets for a proud visit to Globe Life Field.
Opportunity awaits! Invest in your professional legacy, realize your path, and see the direct impact you can make in a workplace that celebrates and harnesses your unique talents and perspectives to their fullest potential. At Globe Life, your voice matters.
INDGLA1001
Location: 7677 Henneman Way, McKinney, Texas
Associate Customer Service Representative Spanish Bilingual Everyday Banking
San Antonio, TX jobs
Why Wells Fargo:
Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. Join us!
About this role:
Wells Fargo is seeking an Associate Customer Service Representative in Everyday Banking. Find out why we're the #1 financial services company to grow YOUR career. Apply today.
CSBB Operations delivers a diverse set of foundational operational and contact center services for the enterprise and to consumer, small business, and wholesale customers, providing stability, scalability, and security for Wells Fargo. Services include deposits, payments and ATM operations, global fraud and claims, account reconciliation, cash vault services, mail and courier solutions, print and image services, unclaimed property processing, legal order processing, estate care, and voice, email, chat, and social media services for consumer and small business customers.
In this role you will:
Support customers and seek ways to improve inquiries or issues from customers with empathy regarding financial products and services through a variety of channels such as phone, text, chat, video chat and other lines of communication in a fast-paced, high-volume environment
Perform routine tasks such as answering inquiries, resolving problems and providing a best-in-class customer experience while adhering to work guidelines, policies, and regulations and navigating multiple computer systems
Regularly receive direction from supervisor and escalate questions and issues to more senior employees
Interact with team on basic information, plus internal or external customers
Required Qualifications:
6+ months of Customer Service, Financial Services or Contact Center experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Bilingual reading, speaking, and listening proficiency in Spanish/English
Desired Qualifications:
Ability to provide strong customer service while listening, eliciting information efficiently, comprehending, and resolving customer issues
Ability to execute in a fast paced, high demand, metric driven call center environment
Excellent verbal, written, and interpersonal communication skills with integrity and a high level of professionalism with all levels of employees and customers, while maintaining attention to detail and accuracy
Military experience resolving complex issues via written or verbal communication, including but not limited to, supply action requests, updating personnel records, answering benefit or pay questions, resolving errors, researching questions and other needs as requested by customers
Ability to meet or exceed business goals and objectives and navigate multiple computer systems, applications, and utilize search tools to find information
Knowledge, understanding and experience of internet, mobile, and social media technology
Job Expectations:
Must be able to attend full duration of required training period
This position is not eligible for Visa sponsorship
Ability to work additional hours as needed
Schedule may be eligible for a shift differential under the terms of the shift differential policy
Must work on-site at the location posted
Must complete and pass required language assessment
Training and Work Schedule:
You will receive in-depth classroom training, continued on-the-job training, and coaching to learn about Wells Fargo banking products, procedures, and services.
Training class starts on 2/9/26 for 7 weeks. Training hours are 8:00 a.m. - 4:30 p.m. Monday - Friday. You are required to attend the full duration of this paid 7 weeks of training.
We're open 24 hours a day. Your regular work schedule will be based on business need and will include working at least one weekend day and some holidays.
Compensation:
Starting rate $20.00 per hour
Posting Location:
4101 Wiseman Blvd Bldg. 201 San Antonio, TX 78251
@RWF22
Posting End Date:
29 Dec 2025
*Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
Associate Customer Service Representative Spanish Bilingual Everyday Banking
San Antonio, TX jobs
Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces "to grow your career" in the U.S. Join us!
About this role:
Wells Fargo is seeking an Associate Customer Service Representative in Everyday Banking. Find out why we're the #1 financial services company to grow YOUR career. Apply today.
CSBB Operations delivers a diverse set of foundational operational and contact center services for the enterprise and to consumer, small business, and wholesale customers, providing stability, scalability, and security for Wells Fargo. Services include deposits, payments and ATM operations, global fraud and claims, account reconciliation, cash vault services, mail and courier solutions, print and image services, unclaimed property processing, legal order processing, estate care, and voice, email, chat, and social media services for consumer and small business customers.
In this role you will:
* Support customers and seek ways to improve inquiries or issues from customers with empathy regarding financial products and services through a variety of channels such as phone, text, chat, video chat and other lines of communication in a fast-paced, high-volume environment
* Perform routine tasks such as answering inquiries, resolving problems and providing a best-in-class customer experience while adhering to work guidelines, policies, and regulations and navigating multiple computer systems
* Regularly receive direction from supervisor and escalate questions and issues to more senior employees
* Interact with team on basic information, plus internal or external customers
Required Qualifications:
* 6+ months of Customer Service, Financial Services or Contact Center experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
* Bilingual reading, speaking, and listening proficiency in Spanish/English
Desired Qualifications:
* Ability to provide strong customer service while listening, eliciting information efficiently, comprehending, and resolving customer issues
* Ability to execute in a fast paced, high demand, metric driven call center environment
* Excellent verbal, written, and interpersonal communication skills with integrity and a high level of professionalism with all levels of employees and customers, while maintaining attention to detail and accuracy
* Military experience resolving complex issues via written or verbal communication, including but not limited to, supply action requests, updating personnel records, answering benefit or pay questions, resolving errors, researching questions and other needs as requested by customers
* Ability to meet or exceed business goals and objectives and navigate multiple computer systems, applications, and utilize search tools to find information
* Knowledge, understanding and experience of internet, mobile, and social media technology
Job Expectations:
* Must be able to attend full duration of required training period
* This position is not eligible for Visa sponsorship
* Ability to work additional hours as needed
* Schedule may be eligible for a shift differential under the terms of the shift differential policy
* Must work on-site at the location posted
* Must complete and pass required language assessment
Training and Work Schedule:
* You will receive in-depth classroom training, continued on-the-job training, and coaching to learn about Wells Fargo banking products, procedures, and services.
* Training class starts on 2/9/26 for 7 weeks. Training hours are 8:00 a.m. - 4:30 p.m. Monday - Friday. You are required to attend the full duration of this paid 7 weeks of training.
* We're open 24 hours a day. Your regular work schedule will be based on business need and will include working at least one weekend day and some holidays.
Compensation:
* Starting rate $20.00 per hour
Posting Location:
* 4101 Wiseman Blvd Bldg. 201 San Antonio, TX 78251
@RWF22
Posting End Date:
29 Dec 2025
* Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
Associate Customer Service Representative
Fort Worth, TX jobs
ABOUT REPAY REPAY (“Realtime Electronic Payments” / NASDAQ TICKER: RPAY) is an established and fast-growing publicly traded financial technology and payment processing company headquartered in Atlanta, Georgia, with offices across the country. REPAY enables its customers to accept payments anytime, anywhere, and through any channel while providing a secure, seamless, and enjoyable payment experience for the end consumers. REPAY offers a comprehensive suite of electronic payment and funding solutions, including debit and credit card processing, ACH processing, Instant Funding, and electronic bill payment systems with full IVR, text, and mobile capabilities. The scalability of its products allows merchants of all sizes to add an instant arsenal of intelligent payment technology solutions to their businesses without significant development costs or infrastructure investments.
ABOUT THE ROLE
REPAY is looking for an Associate Customer Service Representative to provide an excellent customer support experience to our clients, agents, and partners. Each interaction is an opportunity to educate our clients on our industry leading products, as well as showcase how you and REPAY are best in class with exceptional talent and service. We offer a full benefits package, a competitive compensation package, and a stellar work environment where we empower each employee to make contributions that have impact on our company's continued growth and success. This position investigates and resolves software and hardware problems of existing clients and applicants.
RESPONSIBILITIES
Completed training courses and attain the knowledge required to assist our Customer Database
Effectively manage client technical, billing, and product inquiries via phone, chat, email, or CRM case
Consults with EPP vendors, programmers, IT staff, Business Development staff, to explain software errors and/or recommend changes to programs.
Contacts software and hardware vendors to request service regarding defective products.
Assists with writing or revising user training manuals and procedures for both internal and external processes. Technical training documents, integration kits, written in non-technical terms.
Troubleshoot batch upload issues; work with EPP vendors as necessary to resolve issues.
Be the primary CS professional responsible for Set Up and installation of applications and equipment. Train other CS professionals to act as a backup.
Meet and exceed service level goals set for the Customer Service Team
Follow communication procedures, guidelines, and policies
Provide appropriate solutions and alternatives to issues and follow up to ensure resolution and client satisfaction
Keep records of all client interactions
Proactively communicate with our clients to help them understand the products and services REPAY offers
SKILLS & EXPERIENCE NEEDED
Proven technical customer support experience
2+ years of merchant services / payments industry experience preferred
Ability to manage difficult or emotional customer situations. Responds promptly to customer requirements and solicits customer feedback to improve service satisfaction.
Demonstrates a positive attitude with a willingness to continually develop skills and knowledge base.
Able communicate effectively, focus on the customer, collaborate with others, solve problems creatively and demonstrate high integrity.
Attention to detail in composing, typing, and proofing materials, establishing priorities and meeting deadlines.
Ability to work in a ticket and metrics driven environment
Familiarity with CRM systems and practices (e.g. Salesforce)
Must be able to communicate in a clear and logical fashion verbally and in writing
Must take pride and satisfaction in helping people
Must prioritize identifying and solving problems above merely answering questions
WHY JOIN REPAY.… BECAUSE CULTURE IS EVERYTHING
GROWTH & PEOPLE-CENTERED LEADERSHIP
As the industry-leading financial technology provider in the Consumer Finance and Business to Business spaces, we continue to set the standard for application development and delivery. In 2019, REPAY became a public company listed on the Nasdaq Stock Market (RPAY). For the past three consecutive years, we have placed on the ACG Atlanta Georgia Fast 40, a list recognizing the top 40 fastest-growing middle-market companies in Georgia. REPAY's leadership empowers each team member to make a difference and stretch to their fullest potential. Our dedication to frequent, transparent communication is shown with companywide meetings where our leaders share company vision and encourage employees to ask questions.
FUN WORK ENVIRONMENT & GREAT TEAMS
We offer it all: business to casual dress, great snacks & beverages, and open-air collaborative team settings. REPAY has been certified as a Great Place to Work company for 2017, 2018, 2019, 2020, 2021, and 2022. The REPAY team is fun, smart, collaborative, and truly enjoys working together. Making a difference in our local communities - we support several philanthropic initiatives every year to give back to our local communities. We are self-driven, motivated professionals who do not require micro-management to ensure we produce high quality and timely work.
INNOVATION & EDUCATION
We create highly sophisticated payment processing applications and are always pushing the boundaries of what is possible. We are constantly revolutionizing the industry by building on new ideas from clients and employees. We provide the resources necessary to ensure new innovations can develop quickly and with quality. We encourage continuing education, including professional conferences and events.
PUTTING OUR PEOPLE FIRST
We believe our people are the best, and we care immensely about their success. We offer a comprehensive benefits package which includes 100% coverage of employee healthcare premiums and several free benefits, including life insurance, disability insurance, and work-life balance resources. All benefits go into effect day one. Our employees' futures are important to us, which is why we have a 401(k)-employer match and and an Employee Stock Purchase Plan. REPAY employees are eligible to participate in our Annual Bonus Program. This bonus award reflects excellent performance of individual contributions and goals achieved during the past year.
REPAY's core values are Excellence, Passion, Innovation, Respect, and Integrity.
REPAY is an Equal Opportunity Employer and we promote a company culture where diversity, equity and inclusion are central. We are committed to build our teams and grow a company in which employees can succeed, regardless of race, color, national origin, sex, sexual orientation, gender identity or expression, transgender status, pregnancy, religion, age (40 and over), disability, service in the uniformed services, protected veteran status, genetic information, or any other classification protected by federal, state or local law. Celebrating our diverse backgrounds, views and beliefs allows us to embrace what makes us unique and continue to innovate and push the boundaries of what is possible.
We are interested in every qualified candidate who is eligible to work in the United States. This position is not eligible for hire in California. Additionally, we are not able to sponsor visas.
Auto-ApplyAssociate Customer Service Representative Spanish Bilingual Everyday Banking
Irving, TX jobs
**Why Wells Fargo:** Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life (********************************************* means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces "to grow your career" in the U.S. Join us!
**About this role:**
Wells Fargo is seeking an Associate Customer Service Representative in **Everyday Banking** . Find out why we're the #1 financial services company to grow YOUR career. Apply today.
CSBB Operations delivers a diverse set of foundational operational and contact center services for the enterprise and to consumer, small business, and wholesale customers, providing stability, scalability, and security for Wells Fargo. Services include deposits, payments and ATM operations, global fraud and claims, account reconciliation, cash vault services, mail and courier solutions, print and image services, unclaimed property processing, legal order processing, estate care, and voice, email, chat, and social media services for consumer and small business customers.
**In this role you will:**
+ Support customers and seek ways to improve inquiries or issues from customers with empathy regarding financial products and services through a variety of channels such as phone, text, chat, video chat and other lines of communication in a fast-paced, high-volume environment
+ Perform routine tasks such as answering inquiries, resolving problems and providing a best-in-class customer experience while adhering to work guidelines, policies, and regulations and navigating multiple computer systems
+ Regularly receive direction from supervisor and escalate questions and issues to more senior employees
+ Interact with team on basic information, plus internal or external customers
**Required Qualifications:**
+ 6+ months of Customer Service, Financial Services or Contact Center experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
+ Bilingual reading, speaking, and listening proficiency in Spanish/English
**Desired Qualifications:**
+ Ability to provide strong customer service while listening, eliciting information efficiently, comprehending, and resolving customer issues
+ Ability to execute in a fast paced, high demand, metric driven call center environment
+ Excellent verbal, written, and interpersonal communication skills with integrity and a high level of professionalism with all levels of employees and customers, while maintaining attention to detail and accuracy
+ Military experience resolving complex issues via written or verbal communication, including but not limited to, supply action requests, updating personnel records, answering benefit or pay questions, resolving errors, researching questions and other needs as requested by customers
+ Ability to meet or exceed business goals and objectives and navigate multiple computer systems, applications, and utilize search tools to find information
+ Knowledge, understanding and experience of internet, mobile, and social media technology
**Job Expectations:**
+ Must be able to attend full duration of required training period
+ This position is not eligible for Visa sponsorship
+ Ability to work additional hours as needed
+ Schedule may be eligible for a shift differential under the terms of the shift differential policy
+ Must work on-site at the location posted
+ Must complete and pass required language assessment
**Training Schedule:**
+ You will receive in-depth classroom training, continued on-the-job training, and coaching to learn about Wells Fargo banking products, procedures, and services.
+ Training class starts on 2/9 for 7 weeks. Training hours are 8:30 a.m. - 5:00 p.m. Monday - Friday. You are required to attend the full duration of this paid 7 weeks of training.
+ We're open from Sunday - Saturday, 6:00 a.m. - 12:00 am (Central Time Zone). Your regular work schedule will be based on business need and will include working at least one weekend day and some holidays.
+ Schedule may be eligible for a shift differential of 15% under the terms of the shift differential policy.
**Compensation:**
+ Starting rate $20.00 per hour
**Posting Location:**
+ 401 W. Las Colinas Blvd. Bldg #1, Irving TX 75039
@RWF22
**Posting End Date:**
10 Jan 2026
**_*Job posting may come down early due to volume of applicants._**
**We Value Equal Opportunity**
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
**Applicants with Disabilities**
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (****************************************************************** .
**Drug and Alcohol Policy**
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (********************************************************************** to learn more.
**Wells Fargo Recruitment and Hiring Requirements:**
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
**Req Number:** R-509396
Associate Customer Service Representative Spanish Bilingual Everyday Banking
Irving, TX jobs
Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces "to grow your career" in the U.S. Join us!
About this role:
Wells Fargo is seeking an Associate Customer Service Representative in Everyday Banking. Find out why we're the #1 financial services company to grow YOUR career. Apply today.
CSBB Operations delivers a diverse set of foundational operational and contact center services for the enterprise and to consumer, small business, and wholesale customers, providing stability, scalability, and security for Wells Fargo. Services include deposits, payments and ATM operations, global fraud and claims, account reconciliation, cash vault services, mail and courier solutions, print and image services, unclaimed property processing, legal order processing, estate care, and voice, email, chat, and social media services for consumer and small business customers.
In this role you will:
* Support customers and seek ways to improve inquiries or issues from customers with empathy regarding financial products and services through a variety of channels such as phone, text, chat, video chat and other lines of communication in a fast-paced, high-volume environment
* Perform routine tasks such as answering inquiries, resolving problems and providing a best-in-class customer experience while adhering to work guidelines, policies, and regulations and navigating multiple computer systems
* Regularly receive direction from supervisor and escalate questions and issues to more senior employees
* Interact with team on basic information, plus internal or external customers
Required Qualifications:
* 6+ months of Customer Service, Financial Services or Contact Center experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
* Bilingual reading, speaking, and listening proficiency in Spanish/English
Desired Qualifications:
* Ability to provide strong customer service while listening, eliciting information efficiently, comprehending, and resolving customer issues
* Ability to execute in a fast paced, high demand, metric driven call center environment
* Excellent verbal, written, and interpersonal communication skills with integrity and a high level of professionalism with all levels of employees and customers, while maintaining attention to detail and accuracy
* Military experience resolving complex issues via written or verbal communication, including but not limited to, supply action requests, updating personnel records, answering benefit or pay questions, resolving errors, researching questions and other needs as requested by customers
* Ability to meet or exceed business goals and objectives and navigate multiple computer systems, applications, and utilize search tools to find information
* Knowledge, understanding and experience of internet, mobile, and social media technology
Job Expectations:
* Must be able to attend full duration of required training period
* This position is not eligible for Visa sponsorship
* Ability to work additional hours as needed
* Schedule may be eligible for a shift differential under the terms of the shift differential policy
* Must work on-site at the location posted
* Must complete and pass required language assessment
Training Schedule:
* You will receive in-depth classroom training, continued on-the-job training, and coaching to learn about Wells Fargo banking products, procedures, and services.
* Training class starts on 2/9 for 7 weeks. Training hours are 8:30 a.m. - 5:00 p.m. Monday - Friday. You are required to attend the full duration of this paid 7 weeks of training.
* We're open from Sunday - Saturday, 6:00 a.m. - 12:00 am (Central Time Zone). Your regular work schedule will be based on business need and will include working at least one weekend day and some holidays.
* Schedule may be eligible for a shift differential of 15% under the terms of the shift differential policy.
Compensation:
* Starting rate $20.00 per hour
Posting Location:
* 401 W. Las Colinas Blvd. Bldg #1, Irving TX 75039
@RWF22
Posting End Date:
10 Jan 2026
* Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
Financial Service Representative II
San Antonio, TX jobs
The position of Financial Service Representative (FSR) is responsible for providing exemplary customer service to all bank customers. The FSR is responsible for answering questions and providing information upon request from bank customers and assisting them in understanding and utilizing the bank's products and services. Opening and servicing new and existing bank customer's accounts. The FSR will assist and support the Branch Manager in leading other employees to meet and exceed excellent customer experience. Maintain and operate a teller cash drawer in order to process customer transaction requests. Establish and maintain customer records in order to adhere to all banking regulations.
The Financial Service Representative must help assure compliance with all Bank policies and procedures, as well as, all applicable state and federal banking regulations.
Essential Functions:
New Accounts
* Interview consumer(s) desiring to establish a banking relationship with Third Coast Bank.
* Responsible for maintaining current knowledge of bank products and services offered.
* Open new accounts and service existing accounts for personal and commercial customers.
* Obtain consumer identification information as required per CIP and the USA Patriot Act. (Information must be obtained prior to opening an account.)
* Obtain all required identification information and commercial documentation for business customers as required per CIP. (Prior to opening a business account.)
* Update customer files, signature cards, resolutions, etc. for bank records.
* Screen personal account holders via ChexSystems.
* Screen commercial accounts via FIS eAccess/ChexSystems online
* Process ATM/Debit Card and check order requests.
* Establish and reset online banking access through NetTeller.
* Cross-sell bank products and services to new and existing bank customers.
* Open, close and service certificate of deposits for personal and commercial customers
* Process Individual Retirement Accounts (IRA) opening, closing, and transfer request.
* Establish and update new account files.
* Maintain daily rate sheet.
* Serve as a Notary for bank customers as well as bank personnel* (if approved by bank Cashier).
Teller Line
* Maintain and operate a teller cash drawer.
* Assist bank customers with account deposits, check cashing, and savings and checking withdrawals.
* Process loan payments.
* Issue Cashier's checks and money orders.
* Keep records of money and negotiable instruments as required per banking regulations.
* Adhere to BSA regulations for reporting CTR, MIL, and SAR documentation.
* Answer general account questions for bank customers.
* Cross-sell bank products and services.
* Scan all proof work through Branch Capture and confirm all work has been balanced at the close of the business day with FIS.
* Balance cash drawer at the close of the business day.
* File all proof work at the close of the business day.
Safe Deposit Box: (if applicable at your assigned branch location)
* Open and close safe deposit boxes via FIS.
* Establish and update safe deposit box account files.
* Prepare new and updated safe deposit box contracts.
* Allow access to Safe Deposit Box Vault to customers.
* Complete entry tickets for customers accessing box and enter the data into FIS.
* Maintain current job knowledge and adhere to all bank policies and procedures
Maintain current job knowledge of bank products and services.
Practice quality teamwork to ensure the success of the bank as a whole as well as your assigned banking center.
Answer telephones, answer questions and direct callers to proper Bank personnel.
Assume responsibility for various department functions in the absence of staff members or in overwhelming situations.
Supervisory Responsibility:
This position has no supervisory responsibilities.
Job Type:
This is a full-time, non-exempt position. Typical work hours are Monday through Friday, 8:00am to 5:00pm.
Travel:
No travel is expected for this position.
Work Environment:
This job operates in a professional office environment. This position uses office equipment such as computers, phones, copy and fax machines, calculators, filing cabinets and printers.
Physical Demands:
This position will be responsible for writing, typing, speaking, listening, lifting (up to 50 pounds), driving, carrying, seeing (such as close, color and peripheral vision, depth perception and adjusted focus), sitting, pulling, walking, standing, squatting, kneeling and reaching.
Mental Demands:
The incumbent in this position must be able to accommodate to reading documents or instruments, detailed work, problem solving, customer contact, reasoning, math, language, presentations, verbal and written communication, analytical reasoning, stress, multiple concurrent tasks and constant interruptions.
Education and Experience:
These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner. Individual abilities may result in some deviation from these guidelines.
* High school diploma or general education degree (GED) required, Bachelor's degree preferred; minimum of one (1) year teller experience, two (2) years of new accounts experience of related experience and/or training; or the equivalent combination of education and experience. Work related experience should consist of a financial institution cash handling and customer service background. Educational experience, through in-house training sessions, formal school or financial industry related curriculum, should be business or financial industry related. Bilingual in Spanish is preferred.
* Intermediate experience, knowledge and training in branch operation activities, terminology and products and services.
* Knowledge of related state and federal banking compliance regulations, and other Bank operational policies.
* Intermediate skills in computer terminal and personal computer operation; mainframe computer system; and word processing, spreadsheet and account opening software programs.
Financial Service Representative II
San Antonio, TX jobs
Job Description
The position of Financial Service Representative (FSR) is responsible for providing exemplary customer service to all bank customers. The FSR is responsible for answering questions and providing information upon request from bank customers and assisting them in understanding and utilizing the bank's products and services. Opening and servicing new and existing bank customer's accounts. The FSR will assist and support the Branch Manager in leading other employees to meet and exceed excellent customer experience. Maintain and operate a teller cash drawer in order to process customer transaction requests. Establish and maintain customer records in order to adhere to all banking regulations.
The Financial Service Representative must help assure compliance with all Bank policies and procedures, as well as, all applicable state and federal banking regulations.
Essential Functions:
New Accounts
Interview consumer(s) desiring to establish a banking relationship with Third Coast Bank.
Responsible for maintaining current knowledge of bank products and services offered.
Open new accounts and service existing accounts for personal and commercial customers.
Obtain consumer identification information as required per CIP and the USA Patriot Act. (Information must be obtained prior to opening an account.)
Obtain all required identification information and commercial documentation for business customers as required per CIP. (Prior to opening a business account.)
Update customer files, signature cards, resolutions, etc. for bank records.
Screen personal account holders via ChexSystems.
Screen commercial accounts via FIS eAccess/ChexSystems online
Process ATM/Debit Card and check order requests.
Establish and reset online banking access through NetTeller.
Cross-sell bank products and services to new and existing bank customers.
Open, close and service certificate of deposits for personal and commercial customers
Process Individual Retirement Accounts (IRA) opening, closing, and transfer request.
Establish and update new account files.
Maintain daily rate sheet.
Serve as a Notary for bank customers as well as bank personnel* (if approved by bank Cashier).
Teller Line
Maintain and operate a teller cash drawer.
Assist bank customers with account deposits, check cashing, and savings and checking withdrawals.
Process loan payments.
Issue Cashier's checks and money orders.
Keep records of money and negotiable instruments as required per banking regulations.
Adhere to BSA regulations for reporting CTR, MIL, and SAR documentation.
Answer general account questions for bank customers.
Cross-sell bank products and services.
Scan all proof work through Branch Capture and confirm all work has been balanced at the close of the business day with FIS.
Balance cash drawer at the close of the business day.
File all proof work at the close of the business day.
Safe Deposit Box: (if applicable at your assigned branch location)
Open and close safe deposit boxes via FIS.
Establish and update safe deposit box account files.
Prepare new and updated safe deposit box contracts.
Allow access to Safe Deposit Box Vault to customers.
Complete entry tickets for customers accessing box and enter the data into FIS.
Maintain current job knowledge and adhere to all bank policies and procedures
Maintain current job knowledge of bank products and services.
Practice quality teamwork to ensure the success of the bank as a whole as well as your assigned banking center.
Answer telephones, answer questions and direct callers to proper Bank personnel.
Assume responsibility for various department functions in the absence of staff members or in overwhelming situations.
Supervisory Responsibility:
This position has no supervisory responsibilities.
Job Type:
This is a full-time, non-exempt position. Typical work hours are Monday through Friday, 8:00am to 5:00pm.
Travel:
No travel is expected for this position.
Work Environment:
This job operates in a professional office environment. This position uses office equipment such as computers, phones, copy and fax machines, calculators, filing cabinets and printers.
Physical Demands:
This position will be responsible for writing, typing, speaking, listening, lifting (up to 50 pounds), driving, carrying, seeing (such as close, color and peripheral vision, depth perception and adjusted focus), sitting, pulling, walking, standing, squatting, kneeling and reaching.
Mental Demands:
The incumbent in this position must be able to accommodate to reading documents or instruments, detailed work, problem solving, customer contact, reasoning, math, language, presentations, verbal and written communication, analytical reasoning, stress, multiple concurrent tasks and constant interruptions.
Education and Experience:
These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner. Individual abilities may result in some deviation from these guidelines.
High school diploma or general education degree (GED) required, Bachelor's degree preferred; minimum of one (1) year teller experience, two (2) years of new accounts experience of related experience and/or training; or the equivalent combination of education and experience. Work related experience should consist of a financial institution cash handling and customer service background. Educational experience, through in-house training sessions, formal school or financial industry related curriculum, should be business or financial industry related. Bilingual in Spanish is preferred.
Intermediate experience, knowledge and training in branch operation activities, terminology and products and services.
Knowledge of related state and federal banking compliance regulations, and other Bank operational policies.
Intermediate skills in computer terminal and personal computer operation; mainframe computer system; and word processing, spreadsheet and account opening software programs.
Financial Service Representative I
Beaumont, TX jobs
Job Description
Essential Functions:
The position of Financial Service Representative (FSR) is responsible for providing exemplary customer service to all bank customers. The FSR is responsible for answering questions and providing information upon request from bank customers and assisting them in understanding and utilizing the banks products and services. Opening and servicing new and existing bank customers accounts. The FSR will assist and support the Lobby Manager in leading other employees to meet and exceed excellent customer experience. Maintain and operate a teller cash drawer in order to process customer transaction requests. Establish and maintain customer records in order to adhere to all banking regulations.
The Financial Service Representative must help assure compliance with all Bank policies and procedures, as well as, all applicable state and federal banking regulations.
JOB DUITES:
New Accounts
Interview consumer(s) desiring to establish a banking relationship with Third Coast Bank SSB.
Responsible for maintaining current knowledge of bank products and services offered.
Open new accounts and service existing accounts for personal and commercial customers.
Obtain consumer identification information as required per CIP and the USA Patriot Act. (Information must be obtained prior to opening an account.)
Obtain all required identification information and commercial documentation for business customers as required per CIP. (Prior to opening a business account.)
Update customer files, signature cards, resolutions, etc. for bank records.
Screen personal account holders via ChexSystems.
Screen commercial accounts via FIS eAccess/ChexSystems online
Process ATM/Debit Card and check order requests.
Establish and reset online banking access through NetTeller.
Cross-sell bank products and services to new and existing bank customers.
Open, close and service certificate of deposits for personal and commercial customers
Process Individual Retirement Accounts (IRA) opening, closing, and transfer request.
Establish and update new account files.
Maintain daily rate sheet.
Serve as a Notary for bank customers as well as bank personnel* (if approved by bank Cashier).
Teller Line
Maintain and operate a teller cash drawer.
Assist bank customers with account deposits, check cashing, and savings and checking withdrawals.
Process loan payments.
Issue Cashiers checks and money orders.
Keep records of money and negotiable instruments as required per banking regulations.
Adhere to BSA regulations for reporting CTR, MIL, and SAR documentation.
Answer general account questions for bank customers.
Cross-sell bank products and services.
Scan all proof work through Branch Capture and confirm all work has been balanced at the close of the business day with FIS.
Balance cash drawer at the close of the business day.
File all proof work at the close of the business day.
Safe Deposit Box: (if applicable at your assigned branch location)
Open and close safe deposit boxes via FIS.
Establish and update safe deposit box account files.
Prepare new and updated safe deposit box contracts.
Allow access to Safe Deposit Box Vault to customers.
Complete entry tickets for customers accessing box and enter the data into FIS.
Maintain current job knowledge and adhere to all bank policies and procedures
Maintain current job knowledge of bank products and services.
Practice quality teamwork to ensure the success of the bank as a whole as well as your assigned banking center.
Answer telephones, answer questions and direct callers to proper Bank personnel.
Assume responsibility for various department functions in the absence of staff members or in overwhelming situations.
Supervisory Responsibility:
This position has no supervisory responsibilities.
Job Type:
This is a full-time, non-exempt position. Typical work hours are Monday through Friday, 8:00am to 5:00pm.
Travel:
No travel is expected for this position.
Work Environment:
This job operates in a professional office environment. This position uses office equipment such as computers, phones, copy and fax machines, calculators, filing cabinets and printers.
Physical Demands:
This position will be responsible for writing, typing, speaking, listening, lifting (up to 50 pounds), driving, carrying, seeing (such as close, color and peripheral vision, depth perception and adjusted focus), sitting, pulling, walking, standing, squatting, kneeling and reaching.
Mental Demands:
The incumbent in this position must be able to accommodate to reading documents or instruments, detailed work, problem solving, customer contact, reasoning, math, language, presentations, verbal and written communication, analytical reasoning, stress, multiple concurrent tasks and constant interruptions.
Education and Experience:
These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner. Individual abilities may result in some deviation from these guidelines.
High school diploma or general education degree (GED) required, Bachelors degree preferred; minimum of one (1) year teller experience, two (2) years of new accounts experience of related experience and/or training; or the equivalent combination of education and experience. Work related experience should consist of a financial institution cash handling and customer service background. Educational experience, through in-house training sessions, formal school or financial industry related curriculum, should be business or financial industry related. Bilingual in Spanish is preferred.
Intermediate experience, knowledge and training in branch operation activities, terminology and products and services.
Knowledge of related state and federal banking compliance regulations, and other Bank operational policies.
Intermediate skills in computer terminal and personal computer operation; mainframe computer system; and word processing, spreadsheet and account opening software programs.
Financial Service Representative II
Plano, TX jobs
The position of Financial Service Representative (FSR) is responsible for providing exemplary customer service to all bank customers. The FSR is responsible for answering questions and providing information upon request from bank customers and assisting them in understanding and utilizing the bank's products and services. Opening and servicing new and existing bank customer's accounts. The FSR will assist and support the Branch Manager in leading other employees to meet and exceed excellent customer experience. Maintain and operate a teller cash drawer in order to process customer transaction requests. Establish and maintain customer records in order to adhere to all banking regulations.
The Financial Service Representative must help assure compliance with all Bank policies and procedures, as well as, all applicable state and federal banking regulations.
Essential Functions:
New Accounts
* Interview consumer(s) desiring to establish a banking relationship with Third Coast Bank.
* Responsible for maintaining current knowledge of bank products and services offered.
* Open new accounts and service existing accounts for personal and commercial customers.
* Obtain consumer identification information as required per CIP and the USA Patriot Act. (Information must be obtained prior to opening an account.)
* Obtain all required identification information and commercial documentation for business customers as required per CIP. (Prior to opening a business account.)
* Update customer files, signature cards, resolutions, etc. for bank records.
* Screen personal account holders via ChexSystems.
* Screen commercial accounts via FIS eAccess/ChexSystems online
* Process ATM/Debit Card and check order requests.
* Establish and reset online banking access through NetTeller.
* Cross-sell bank products and services to new and existing bank customers.
* Open, close and service certificate of deposits for personal and commercial customers
* Process Individual Retirement Accounts (IRA) opening, closing, and transfer request.
* Establish and update new account files.
* Maintain daily rate sheet.
* Serve as a Notary for bank customers as well as bank personnel* (if approved by bank Cashier).
Teller Line
* Maintain and operate a teller cash drawer.
* Assist bank customers with account deposits, check cashing, and savings and checking withdrawals.
* Process loan payments.
* Issue Cashier's checks and money orders.
* Keep records of money and negotiable instruments as required per banking regulations.
* Adhere to BSA regulations for reporting CTR, MIL, and SAR documentation.
* Answer general account questions for bank customers.
* Cross-sell bank products and services.
* Scan all proof work through Branch Capture and confirm all work has been balanced at the close of the business day with FIS.
* Balance cash drawer at the close of the business day.
* File all proof work at the close of the business day.
Safe Deposit Box: (if applicable at your assigned branch location)
* Open and close safe deposit boxes via FIS.
* Establish and update safe deposit box account files.
* Prepare new and updated safe deposit box contracts.
* Allow access to Safe Deposit Box Vault to customers.
* Complete entry tickets for customers accessing box and enter the data into FIS.
* Maintain current job knowledge and adhere to all bank policies and procedures
Maintain current job knowledge of bank products and services.
Practice quality teamwork to ensure the success of the bank as a whole as well as your assigned banking center.
Answer telephones, answer questions and direct callers to proper Bank personnel.
Assume responsibility for various department functions in the absence of staff members or in overwhelming situations.
Supervisory Responsibility:
This position has no supervisory responsibilities.
Job Type:
This is a full-time, non-exempt position. Typical work hours are Monday through Friday, 8:00am to 5:00pm.
Travel:
No travel is expected for this position.
Work Environment:
This job operates in a professional office environment. This position uses office equipment such as computers, phones, copy and fax machines, calculators, filing cabinets and printers.
Physical Demands:
This position will be responsible for writing, typing, speaking, listening, lifting (up to 50 pounds), driving, carrying, seeing (such as close, color and peripheral vision, depth perception and adjusted focus), sitting, pulling, walking, standing, squatting, kneeling and reaching.
Mental Demands:
The incumbent in this position must be able to accommodate to reading documents or instruments, detailed work, problem solving, customer contact, reasoning, math, language, presentations, verbal and written communication, analytical reasoning, stress, multiple concurrent tasks and constant interruptions.
Education and Experience:
These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner. Individual abilities may result in some deviation from these guidelines.
* High school diploma or general education degree (GED) required, Bachelor's degree preferred; minimum of one (1) year teller experience, two (2) years of new accounts experience of related experience and/or training; or the equivalent combination of education and experience. Work related experience should consist of a financial institution cash handling and customer service background. Educational experience, through in-house training sessions, formal school or financial industry related curriculum, should be business or financial industry related. Bilingual in Spanish is preferred.
* Intermediate experience, knowledge and training in branch operation activities, terminology and products and services.
* Knowledge of related state and federal banking compliance regulations, and other Bank operational policies.
* Intermediate skills in computer terminal and personal computer operation; mainframe computer system; and word processing, spreadsheet and account opening software programs.
Financial Service Representative II
Plano, TX jobs
Job Description
The position of Financial Service Representative (FSR) is responsible for providing exemplary customer service to all bank customers. The FSR is responsible for answering questions and providing information upon request from bank customers and assisting them in understanding and utilizing the bank's products and services. Opening and servicing new and existing bank customer's accounts. The FSR will assist and support the Branch Manager in leading other employees to meet and exceed excellent customer experience. Maintain and operate a teller cash drawer in order to process customer transaction requests. Establish and maintain customer records in order to adhere to all banking regulations.
The Financial Service Representative must help assure compliance with all Bank policies and procedures, as well as, all applicable state and federal banking regulations.
Essential Functions:
New Accounts
Interview consumer(s) desiring to establish a banking relationship with Third Coast Bank.
Responsible for maintaining current knowledge of bank products and services offered.
Open new accounts and service existing accounts for personal and commercial customers.
Obtain consumer identification information as required per CIP and the USA Patriot Act. (Information must be obtained prior to opening an account.)
Obtain all required identification information and commercial documentation for business customers as required per CIP. (Prior to opening a business account.)
Update customer files, signature cards, resolutions, etc. for bank records.
Screen personal account holders via ChexSystems.
Screen commercial accounts via FIS eAccess/ChexSystems online
Process ATM/Debit Card and check order requests.
Establish and reset online banking access through NetTeller.
Cross-sell bank products and services to new and existing bank customers.
Open, close and service certificate of deposits for personal and commercial customers
Process Individual Retirement Accounts (IRA) opening, closing, and transfer request.
Establish and update new account files.
Maintain daily rate sheet.
Serve as a Notary for bank customers as well as bank personnel* (if approved by bank Cashier).
Teller Line
Maintain and operate a teller cash drawer.
Assist bank customers with account deposits, check cashing, and savings and checking withdrawals.
Process loan payments.
Issue Cashier's checks and money orders.
Keep records of money and negotiable instruments as required per banking regulations.
Adhere to BSA regulations for reporting CTR, MIL, and SAR documentation.
Answer general account questions for bank customers.
Cross-sell bank products and services.
Scan all proof work through Branch Capture and confirm all work has been balanced at the close of the business day with FIS.
Balance cash drawer at the close of the business day.
File all proof work at the close of the business day.
Safe Deposit Box: (if applicable at your assigned branch location)
Open and close safe deposit boxes via FIS.
Establish and update safe deposit box account files.
Prepare new and updated safe deposit box contracts.
Allow access to Safe Deposit Box Vault to customers.
Complete entry tickets for customers accessing box and enter the data into FIS.
Maintain current job knowledge and adhere to all bank policies and procedures
Maintain current job knowledge of bank products and services.
Practice quality teamwork to ensure the success of the bank as a whole as well as your assigned banking center.
Answer telephones, answer questions and direct callers to proper Bank personnel.
Assume responsibility for various department functions in the absence of staff members or in overwhelming situations.
Supervisory Responsibility:
This position has no supervisory responsibilities.
Job Type:
This is a full-time, non-exempt position. Typical work hours are Monday through Friday, 8:00am to 5:00pm.
Travel:
No travel is expected for this position.
Work Environment:
This job operates in a professional office environment. This position uses office equipment such as computers, phones, copy and fax machines, calculators, filing cabinets and printers.
Physical Demands:
This position will be responsible for writing, typing, speaking, listening, lifting (up to 50 pounds), driving, carrying, seeing (such as close, color and peripheral vision, depth perception and adjusted focus), sitting, pulling, walking, standing, squatting, kneeling and reaching.
Mental Demands:
The incumbent in this position must be able to accommodate to reading documents or instruments, detailed work, problem solving, customer contact, reasoning, math, language, presentations, verbal and written communication, analytical reasoning, stress, multiple concurrent tasks and constant interruptions.
Education and Experience:
These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner. Individual abilities may result in some deviation from these guidelines.
High school diploma or general education degree (GED) required, Bachelor's degree preferred; minimum of one (1) year teller experience, two (2) years of new accounts experience of related experience and/or training; or the equivalent combination of education and experience. Work related experience should consist of a financial institution cash handling and customer service background. Educational experience, through in-house training sessions, formal school or financial industry related curriculum, should be business or financial industry related. Bilingual in Spanish is preferred.
Intermediate experience, knowledge and training in branch operation activities, terminology and products and services.
Knowledge of related state and federal banking compliance regulations, and other Bank operational policies.
Intermediate skills in computer terminal and personal computer operation; mainframe computer system; and word processing, spreadsheet and account opening software programs.
Financial Service Representative Floater
Dallas, TX jobs
Financial Service Representative Floater Department: Retail Operations Established in March of 2008, Third Coast Bank is a community-owned bank seeking sound growth and dedicated to increasing long term shareholder value by promoting excellence in performance. Our personalized banking services are geared to fulfill the financial objectives of our consumers and commercial patrons. The spirit of community ownership is the centerpiece of our bank's future success. Also, our bank's success depends upon our ability to attract and retain people committed to teamwork, continuous improvement, and exemplary customer service.
Third Coast Bank is an equal opportunity employer and does not discriminate against applicants or employees based on race, color, gender, age, religion, national origin, genetic information or disability.
The position of Financial Service Representative (FSR) Floater is responsible for providing exemplary customer service to all bank customers. The FSR is responsible for answering questions and providing information upon request from bank customers and assisting them in understanding and utilizing the bank's products and services. Opening and servicing new and existing bank customers' accounts. The FSR will assist and support the Branch Manager in leading other employees to meet and exceed excellent customer experience. Maintain and operate a teller cash drawer to process customer transaction requests. Establish and maintain customer records to adhere to all banking regulations. This position requires travel to provide coverage to assigned branch locations as requested.
The Financial Service Representative must help ensure compliance with all Bank policies and procedures, as well as all applicable state and federal banking regulations.
Essential Functions:
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
New Accounts
* Interview consumer(s) desiring to establish a banking relationship with Third Coast Bank.
* Responsible for maintaining current knowledge of bank products and services offered.
* Open new accounts and service existing accounts for personal and commercial customers.
* Obtain consumer identification information as required per CIP and the USA Patriot Act. (Information must be obtained prior to opening an account.)
* Obtain all required identification information and commercial documentation for business customers as required per CIP. (Prior to opening a business account.)
* Update customer files, signature cards, resolutions, etc. for bank records.
* Screen personal account holders via ChexSystems.
* Screen commercial accounts via FIS eAccess/ChexSystems online
* Process ATM/Debit Card and check order requests.
* Establish and reset online banking access through NetTeller.
* Cross-sell bank products and services to new and existing bank customers.
* Open, close and service certificate of deposits for personal and commercial customers
* Process Individual Retirement Accounts (IRA) opening, closing, and transfer request.
* Establish and update new account files.
* Maintain daily rate sheet.
* Serve as a Notary for bank customers as well as bank personnel* (if approved by bank Cashier).
Teller Line
* Maintain and operate a teller cash drawer.
* Assist bank customers with account deposits, check cashing, and savings and checking withdrawals.
* Process loan payments.
* Issue Cashier's checks and money orders.
* Keep records of money and negotiable instruments as required per banking regulations.
* Adhere to BSA regulations for reporting CTR, MIL, and SAR documentation.
* Answer general account questions for bank customers.
* Cross-sell bank products and services.
* Scan all proof work through Branch Capture and confirm all work has been balanced at the close of the business day with FIS.
* Balance cash drawer at the close of the business day.
* File all proof work at the close of the business day.
Safe Deposit Box: (if applicable at your assigned branch location)
* Open and close safe deposit boxes via FIS.
* Establish and update safe deposit box account files.
* Prepare new and updated safe deposit box contracts.
* Allow access to Safe Deposit Box Vault to customers.
* Complete entry tickets for customers accessing box and enter the data into FIS.
* Maintain current job knowledge and adhere to all bank policies and procedures
Maintain current job knowledge of bank products and services.
Practice quality teamwork to ensure the success of the bank as well as your assigned banking center.
Answer telephones, answer questions and direct callers to proper Bank personnel.
Assume responsibility for various department functions in the absence of staff members or in overwhelming situations.
Performs all other duties as assigned.
Job Type:
This is a full-time, non-exempt position. Typical work hours are Monday through Friday, 8:00am to 5:00pm.
Travel:
Travel from branch to branch is expected for this position as requested
Work Environment:
This job operates in a professional office environment. This position uses office equipment such as computers, phones, copy and fax machines, calculators, filing cabinets and printers.
Physical Demands:
This position will be responsible for writing, typing, speaking, listening, lifting (up to 50 pounds), driving, carrying, seeing (such as close, color and peripheral vision, depth perception and adjusted focus), sitting, pulling, walking, standing, squatting, kneeling and reaching.
Mental Demands:
The incumbent in this position must be able to accommodate to reading documents or instruments, detailed work, problem solving, customer contact, reasoning, math, language, presentations, verbal and written communication, analytical reasoning, stress, multiple concurrent tasks and constant interruptions.
Education and Experience:
These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner. Individual abilities may result in some deviation from these guidelines.
* High school diploma or general education degree (GED) required, bachelor's degree preferred; minimum of one (1) year teller experience, two (2) years of new accounts experience of related experience and/or training; or the equivalent combination of education and experience. Work related experience should consist of a financial institution cash handling and customer service background. Educational experience, through in-house training sessions, formal school or financial industry related curriculum, should be business or financial industry related. Bilingual in Spanish is preferred.
* Intermediate experience, knowledge and training in branch operation activities, terminology and products and services.
* Knowledge of related state and federal banking compliance regulations, and other Bank operational policies.
* Intermediate skills in computer terminal and personal computer operation; mainframe computer system; and word processing, spreadsheet and account opening software programs.
Financial Service Representative II
Dallas, TX jobs
The position of Financial Service Representative (FSR) is responsible for providing exemplary customer service to all bank customers. The FSR is responsible for answering questions and providing information upon request from bank customers and assisting them in understanding and utilizing the bank's products and services. Opening and servicing new and existing bank customer's accounts. The FSR will assist and support the Branch Manager in leading other employees to meet and exceed excellent customer experience. Maintain and operate a teller cash drawer in order to process customer transaction requests. Establish and maintain customer records in order to adhere to all banking regulations.
The Financial Service Representative must help assure compliance with all Bank policies and procedures, as well as, all applicable state and federal banking regulations.
Essential Functions:
New Accounts
* Interview consumer(s) desiring to establish a banking relationship with Third Coast Bank.
* Responsible for maintaining current knowledge of bank products and services offered.
* Open new accounts and service existing accounts for personal and commercial customers.
* Obtain consumer identification information as required per CIP and the USA Patriot Act. (Information must be obtained prior to opening an account.)
* Obtain all required identification information and commercial documentation for business customers as required per CIP. (Prior to opening a business account.)
* Update customer files, signature cards, resolutions, etc. for bank records.
* Screen personal account holders via ChexSystems.
* Screen commercial accounts via FIS eAccess/ChexSystems online
* Process ATM/Debit Card and check order requests.
* Establish and reset online banking access through NetTeller.
* Cross-sell bank products and services to new and existing bank customers.
* Open, close and service certificate of deposits for personal and commercial customers
* Process Individual Retirement Accounts (IRA) opening, closing, and transfer request.
* Establish and update new account files.
* Maintain daily rate sheet.
* Serve as a Notary for bank customers as well as bank personnel* (if approved by bank Cashier).
Teller Line
* Maintain and operate a teller cash drawer.
* Assist bank customers with account deposits, check cashing, and savings and checking withdrawals.
* Process loan payments.
* Issue Cashier's checks and money orders.
* Keep records of money and negotiable instruments as required per banking regulations.
* Adhere to BSA regulations for reporting CTR, MIL, and SAR documentation.
* Answer general account questions for bank customers.
* Cross-sell bank products and services.
* Scan all proof work through Branch Capture and confirm all work has been balanced at the close of the business day with FIS.
* Balance cash drawer at the close of the business day.
* File all proof work at the close of the business day.
Safe Deposit Box: (if applicable at your assigned branch location)
* Open and close safe deposit boxes via FIS.
* Establish and update safe deposit box account files.
* Prepare new and updated safe deposit box contracts.
* Allow access to Safe Deposit Box Vault to customers.
* Complete entry tickets for customers accessing box and enter the data into FIS.
* Maintain current job knowledge and adhere to all bank policies and procedures
Maintain current job knowledge of bank products and services.
Practice quality teamwork to ensure the success of the bank as a whole as well as your assigned banking center.
Answer telephones, answer questions and direct callers to proper Bank personnel.
Assume responsibility for various department functions in the absence of staff members or in overwhelming situations.
Supervisory Responsibility:
This position has no supervisory responsibilities.
Job Type:
This is a full-time, non-exempt position. Typical work hours are Monday through Friday, 8:00am to 5:00pm.
Travel:
No travel is expected for this position.
Work Environment:
This job operates in a professional office environment. This position uses office equipment such as computers, phones, copy and fax machines, calculators, filing cabinets and printers.
Physical Demands:
This position will be responsible for writing, typing, speaking, listening, lifting (up to 50 pounds), driving, carrying, seeing (such as close, color and peripheral vision, depth perception and adjusted focus), sitting, pulling, walking, standing, squatting, kneeling and reaching.
Mental Demands:
The incumbent in this position must be able to accommodate to reading documents or instruments, detailed work, problem solving, customer contact, reasoning, math, language, presentations, verbal and written communication, analytical reasoning, stress, multiple concurrent tasks and constant interruptions.
Education and Experience:
These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner. Individual abilities may result in some deviation from these guidelines.
* High school diploma or general education degree (GED) required, Bachelor's degree preferred; minimum of one (1) year teller experience, two (2) years of new accounts experience of related experience and/or training; or the equivalent combination of education and experience. Work related experience should consist of a financial institution cash handling and customer service background. Educational experience, through in-house training sessions, formal school or financial industry related curriculum, should be business or financial industry related. Bilingual in Spanish is preferred.
* Intermediate experience, knowledge and training in branch operation activities, terminology and products and services.
* Knowledge of related state and federal banking compliance regulations, and other Bank operational policies.
* Intermediate skills in computer terminal and personal computer operation; mainframe computer system; and word processing, spreadsheet and account opening software programs.
*******************************************************
Financial Service Representative II
Dallas, TX jobs
Job Description
The position of Financial Service Representative (FSR) is responsible for providing exemplary customer service to all bank customers. The FSR is responsible for answering questions and providing information upon request from bank customers and assisting them in understanding and utilizing the bank's products and services. Opening and servicing new and existing bank customer's accounts. The FSR will assist and support the Branch Manager in leading other employees to meet and exceed excellent customer experience. Maintain and operate a teller cash drawer in order to process customer transaction requests. Establish and maintain customer records in order to adhere to all banking regulations.
The Financial Service Representative must help assure compliance with all Bank policies and procedures, as well as, all applicable state and federal banking regulations.
Essential Functions:
New Accounts
Interview consumer(s) desiring to establish a banking relationship with Third Coast Bank.
Responsible for maintaining current knowledge of bank products and services offered.
Open new accounts and service existing accounts for personal and commercial customers.
Obtain consumer identification information as required per CIP and the USA Patriot Act. (Information must be obtained prior to opening an account.)
Obtain all required identification information and commercial documentation for business customers as required per CIP. (Prior to opening a business account.)
Update customer files, signature cards, resolutions, etc. for bank records.
Screen personal account holders via ChexSystems.
Screen commercial accounts via FIS eAccess/ChexSystems online
Process ATM/Debit Card and check order requests.
Establish and reset online banking access through NetTeller.
Cross-sell bank products and services to new and existing bank customers.
Open, close and service certificate of deposits for personal and commercial customers
Process Individual Retirement Accounts (IRA) opening, closing, and transfer request.
Establish and update new account files.
Maintain daily rate sheet.
Serve as a Notary for bank customers as well as bank personnel* (if approved by bank Cashier).
Teller Line
Maintain and operate a teller cash drawer.
Assist bank customers with account deposits, check cashing, and savings and checking withdrawals.
Process loan payments.
Issue Cashier's checks and money orders.
Keep records of money and negotiable instruments as required per banking regulations.
Adhere to BSA regulations for reporting CTR, MIL, and SAR documentation.
Answer general account questions for bank customers.
Cross-sell bank products and services.
Scan all proof work through Branch Capture and confirm all work has been balanced at the close of the business day with FIS.
Balance cash drawer at the close of the business day.
File all proof work at the close of the business day.
Safe Deposit Box: (if applicable at your assigned branch location)
Open and close safe deposit boxes via FIS.
Establish and update safe deposit box account files.
Prepare new and updated safe deposit box contracts.
Allow access to Safe Deposit Box Vault to customers.
Complete entry tickets for customers accessing box and enter the data into FIS.
Maintain current job knowledge and adhere to all bank policies and procedures
Maintain current job knowledge of bank products and services.
Practice quality teamwork to ensure the success of the bank as a whole as well as your assigned banking center.
Answer telephones, answer questions and direct callers to proper Bank personnel.
Assume responsibility for various department functions in the absence of staff members or in overwhelming situations.
Supervisory Responsibility:
This position has no supervisory responsibilities.
Job Type:
This is a full-time, non-exempt position. Typical work hours are Monday through Friday, 8:00am to 5:00pm.
Travel:
No travel is expected for this position.
Work Environment:
This job operates in a professional office environment. This position uses office equipment such as computers, phones, copy and fax machines, calculators, filing cabinets and printers.
Physical Demands:
This position will be responsible for writing, typing, speaking, listening, lifting (up to 50 pounds), driving, carrying, seeing (such as close, color and peripheral vision, depth perception and adjusted focus), sitting, pulling, walking, standing, squatting, kneeling and reaching.
Mental Demands:
The incumbent in this position must be able to accommodate to reading documents or instruments, detailed work, problem solving, customer contact, reasoning, math, language, presentations, verbal and written communication, analytical reasoning, stress, multiple concurrent tasks and constant interruptions.
Education and Experience:
These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner. Individual abilities may result in some deviation from these guidelines.
High school diploma or general education degree (GED) required, Bachelor's degree preferred; minimum of one (1) year teller experience, two (2) years of new accounts experience of related experience and/or training; or the equivalent combination of education and experience. Work related experience should consist of a financial institution cash handling and customer service background. Educational experience, through in-house training sessions, formal school or financial industry related curriculum, should be business or financial industry related. Bilingual in Spanish is preferred.
Intermediate experience, knowledge and training in branch operation activities, terminology and products and services.
Knowledge of related state and federal banking compliance regulations, and other Bank operational policies.
Intermediate skills in computer terminal and personal computer operation; mainframe computer system; and word processing, spreadsheet and account opening software programs.
*******************************************************
Financial Service Representative Floater
Fort Worth, TX jobs
Financial Service Representative Floater Department: Retail Operations Established in March of 2008, Third Coast Bank is a community-owned bank seeking sound growth and dedicated to increasing long term shareholder value by promoting excellence in performance. Our personalized banking services are geared to fulfill the financial objectives of our consumers and commercial patrons. The spirit of community ownership is the centerpiece of our bank's future success. Also, our bank's success depends upon our ability to attract and retain people committed to teamwork, continuous improvement, and exemplary customer service.
Third Coast Bank is an equal opportunity employer and does not discriminate against applicants or employees based on race, color, gender, age, religion, national origin, genetic information or disability.
The position of Financial Service Representative (FSR) Floater is responsible for providing exemplary customer service to all bank customers. The FSR is responsible for answering questions and providing information upon request from bank customers and assisting them in understanding and utilizing the bank's products and services. Opening and servicing new and existing bank customers' accounts. The FSR will assist and support the Branch Manager in leading other employees to meet and exceed excellent customer experience. Maintain and operate a teller cash drawer to process customer transaction requests. Establish and maintain customer records to adhere to all banking regulations. This position requires travel to provide coverage to assigned branch locations as requested.
The Financial Service Representative must help ensure compliance with all Bank policies and procedures, as well as all applicable state and federal banking regulations.
Essential Functions:
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
New Accounts
* Interview consumer(s) desiring to establish a banking relationship with Third Coast Bank.
* Responsible for maintaining current knowledge of bank products and services offered.
* Open new accounts and service existing accounts for personal and commercial customers.
* Obtain consumer identification information as required per CIP and the USA Patriot Act. (Information must be obtained prior to opening an account.)
* Obtain all required identification information and commercial documentation for business customers as required per CIP. (Prior to opening a business account.)
* Update customer files, signature cards, resolutions, etc. for bank records.
* Screen personal account holders via ChexSystems.
* Screen commercial accounts via FIS eAccess/ChexSystems online
* Process ATM/Debit Card and check order requests.
* Establish and reset online banking access through NetTeller.
* Cross-sell bank products and services to new and existing bank customers.
* Open, close and service certificate of deposits for personal and commercial customers
* Process Individual Retirement Accounts (IRA) opening, closing, and transfer request.
* Establish and update new account files.
* Maintain daily rate sheet.
* Serve as a Notary for bank customers as well as bank personnel* (if approved by bank Cashier).
Teller Line
* Maintain and operate a teller cash drawer.
* Assist bank customers with account deposits, check cashing, and savings and checking withdrawals.
* Process loan payments.
* Issue Cashier's checks and money orders.
* Keep records of money and negotiable instruments as required per banking regulations.
* Adhere to BSA regulations for reporting CTR, MIL, and SAR documentation.
* Answer general account questions for bank customers.
* Cross-sell bank products and services.
* Scan all proof work through Branch Capture and confirm all work has been balanced at the close of the business day with FIS.
* Balance cash drawer at the close of the business day.
* File all proof work at the close of the business day.
Safe Deposit Box: (if applicable at your assigned branch location)
* Open and close safe deposit boxes via FIS.
* Establish and update safe deposit box account files.
* Prepare new and updated safe deposit box contracts.
* Allow access to Safe Deposit Box Vault to customers.
* Complete entry tickets for customers accessing box and enter the data into FIS.
* Maintain current job knowledge and adhere to all bank policies and procedures
Maintain current job knowledge of bank products and services.
Practice quality teamwork to ensure the success of the bank as well as your assigned banking center.
Answer telephones, answer questions and direct callers to proper Bank personnel.
Assume responsibility for various department functions in the absence of staff members or in overwhelming situations.
Performs all other duties as assigned.
Job Type:
This is a full-time, non-exempt position. Typical work hours are Monday through Friday, 8:00am to 5:00pm.
Travel:
Travel from branch to branch is expected for this position as requested
Work Environment:
This job operates in a professional office environment. This position uses office equipment such as computers, phones, copy and fax machines, calculators, filing cabinets and printers.
Physical Demands:
This position will be responsible for writing, typing, speaking, listening, lifting (up to 50 pounds), driving, carrying, seeing (such as close, color and peripheral vision, depth perception and adjusted focus), sitting, pulling, walking, standing, squatting, kneeling and reaching.
Mental Demands:
The incumbent in this position must be able to accommodate to reading documents or instruments, detailed work, problem solving, customer contact, reasoning, math, language, presentations, verbal and written communication, analytical reasoning, stress, multiple concurrent tasks and constant interruptions.
Education and Experience:
These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner. Individual abilities may result in some deviation from these guidelines.
* High school diploma or general education degree (GED) required, bachelor's degree preferred; minimum of one (1) year teller experience, two (2) years of new accounts experience of related experience and/or training; or the equivalent combination of education and experience. Work related experience should consist of a financial institution cash handling and customer service background. Educational experience, through in-house training sessions, formal school or financial industry related curriculum, should be business or financial industry related. Bilingual in Spanish is preferred.
* Intermediate experience, knowledge and training in branch operation activities, terminology and products and services.
* Knowledge of related state and federal banking compliance regulations, and other Bank operational policies.
* Intermediate skills in computer terminal and personal computer operation; mainframe computer system; and word processing, spreadsheet and account opening software programs.
Financial Service Representative Floater
Fort Worth, TX jobs
Job Description
Financial Service Representative Floater
Department: Retail Operations
Established in March of 2008, Third Coast Bank is a community-owned bank seeking sound growth and dedicated to increasing long term shareholder value by promoting excellence in performance. Our personalized banking services are geared to fulfill the financial objectives of our consumers and commercial patrons. The spirit of community ownership is the centerpiece of our bank's future success. Also, our bank's success depends upon our ability to attract and retain people committed to teamwork, continuous improvement, and exemplary customer service.
Third Coast Bank is an equal opportunity employer and does not discriminate against applicants or employees based on race, color, gender, age, religion, national origin, genetic information or disability.
The position of Financial Service Representative (FSR) Floater is responsible for providing exemplary customer service to all bank customers. The FSR is responsible for answering questions and providing information upon request from bank customers and assisting them in understanding and utilizing the bank's products and services. Opening and servicing new and existing bank customers' accounts. The FSR will assist and support the Branch Manager in leading other employees to meet and exceed excellent customer experience. Maintain and operate a teller cash drawer to process customer transaction requests. Establish and maintain customer records to adhere to all banking regulations. This position requires travel to provide coverage to assigned branch locations as requested.
The Financial Service Representative must help ensure compliance with all Bank policies and procedures, as well as all applicable state and federal banking regulations.
Essential Functions:
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
New Accounts
Interview consumer(s) desiring to establish a banking relationship with Third Coast Bank.
Responsible for maintaining current knowledge of bank products and services offered.
Open new accounts and service existing accounts for personal and commercial customers.
Obtain consumer identification information as required per CIP and the USA Patriot Act. (Information must be obtained prior to opening an account.)
Obtain all required identification information and commercial documentation for business customers as required per CIP. (Prior to opening a business account.)
Update customer files, signature cards, resolutions, etc. for bank records.
Screen personal account holders via ChexSystems.
Screen commercial accounts via FIS eAccess/ChexSystems online
Process ATM/Debit Card and check order requests.
Establish and reset online banking access through NetTeller.
Cross-sell bank products and services to new and existing bank customers.
Open, close and service certificate of deposits for personal and commercial customers
Process Individual Retirement Accounts (IRA) opening, closing, and transfer request.
Establish and update new account files.
Maintain daily rate sheet.
Serve as a Notary for bank customers as well as bank personnel* (if approved by bank Cashier).
Teller Line
Maintain and operate a teller cash drawer.
Assist bank customers with account deposits, check cashing, and savings and checking withdrawals.
Process loan payments.
Issue Cashier's checks and money orders.
Keep records of money and negotiable instruments as required per banking regulations.
Adhere to BSA regulations for reporting CTR, MIL, and SAR documentation.
Answer general account questions for bank customers.
Cross-sell bank products and services.
Scan all proof work through Branch Capture and confirm all work has been balanced at the close of the business day with FIS.
Balance cash drawer at the close of the business day.
File all proof work at the close of the business day.
Safe Deposit Box: (if applicable at your assigned branch location)
Open and close safe deposit boxes via FIS.
Establish and update safe deposit box account files.
Prepare new and updated safe deposit box contracts.
Allow access to Safe Deposit Box Vault to customers.
Complete entry tickets for customers accessing box and enter the data into FIS.
Maintain current job knowledge and adhere to all bank policies and procedures
Maintain current job knowledge of bank products and services.
Practice quality teamwork to ensure the success of the bank as well as your assigned banking center.
Answer telephones, answer questions and direct callers to proper Bank personnel.
Assume responsibility for various department functions in the absence of staff members or in overwhelming situations.
Performs all other duties as assigned.
Job Type:
This is a full-time, non-exempt position. Typical work hours are Monday through Friday, 8:00am to 5:00pm.
Travel:
Travel from branch to branch is expected for this position as requested
Work Environment:
This job operates in a professional office environment. This position uses office equipment such as computers, phones, copy and fax machines, calculators, filing cabinets and printers.
Physical Demands:
This position will be responsible for writing, typing, speaking, listening, lifting (up to 50 pounds), driving, carrying, seeing (such as close, color and peripheral vision, depth perception and adjusted focus), sitting, pulling, walking, standing, squatting, kneeling and reaching.
Mental Demands:
The incumbent in this position must be able to accommodate to reading documents or instruments, detailed work, problem solving, customer contact, reasoning, math, language, presentations, verbal and written communication, analytical reasoning, stress, multiple concurrent tasks and constant interruptions.
Education and Experience:
These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner. Individual abilities may result in some deviation from these guidelines.
High school diploma or general education degree (GED) required, bachelor's degree preferred; minimum of one (1) year teller experience, two (2) years of new accounts experience of related experience and/or training; or the equivalent combination of education and experience. Work related experience should consist of a financial institution cash handling and customer service background. Educational experience, through in-house training sessions, formal school or financial industry related curriculum, should be business or financial industry related. Bilingual in Spanish is preferred.
Intermediate experience, knowledge and training in branch operation activities, terminology and products and services.
Knowledge of related state and federal banking compliance regulations, and other Bank operational policies.
Intermediate skills in computer terminal and personal computer operation; mainframe computer system; and word processing, spreadsheet and account opening software programs.