Customer Service Representative

Position: Customer Service Representative I

Amarillo-I40&Grand Branch
3375 E I 40
Amarillo, TX 79104, USA

The Customer Service Representative I (CSR) is responsible for retaining existing relationships and establishing new deposit accounts in accordance with branch goals. The CSR is also responsible for promoting and cross‑selling bank products and services.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Open new accounts including checking, savings, CDs, IRAs and other products offered by the bank.
• Comply with all applicable regulations, policies and procedures.
• Assess customer needs and cross‑sell appropriate products and services.
• Function as Teller, Senior Teller or Teller Supervisor as needed.
• Support attainment of branch goals.
• Refer new business to company subsidiaries, such as insurance, mortgage and brokerage.
• Resolve customer concerns and ensure effective and long‑term problem resolution.
• Develop and build customer loyalty.
• Follow up on referrals made by other team members.
• Assist with loan origination and processing as needed.
• Answer customer inquiries relating to products, rates and services.
• Provide ancillary services such as notary services.
• Be responsible for tracking and monitoring of all required documentation.
• Maintain a positive, friendly and professional attitude and appearance.
• Adhere to work schedules.
• Complete required BSA/AML training and other compliance training as assigned.
• Work in a constant state of alertness in a safe manner.
• Perform any other related duties as required or assigned.

QUALIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty mentioned satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.

EDUCATION AND EXPERIENCE

High school or GED, plus specialized schooling and/or on‑the‑job education in a specific skill area; e.g. data processing, clerical/administrative, equipment operation, etc., plus 12 to 18 months related experience and/or training, or an equivalent combination of education and experience.

COMMUNICATION SKILLS

Ability to effectively communicate information and respond to questions in person‑to‑person and small group situations with customers, clients, the general public and other employees of the organization.

MATHEMATICAL SKILLS

Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to apply concepts such as fractions, ratios, and proportions to practical situations.

CRITICAL THINKING SKILLS

Ability to utilize common sense understanding in order to carry out written, oral or diagrammed instructions. Ability to deal with problems involving several known variables in situations of a routine nature.

REQUIRED CERTIFICATES, LICENSES, REGISTRATIONS

None

PREFERRED CERTIFICATES, LICENSES, REGISTRATIONS

Some outside banking related courses preferred.

SOFTWARE SKILLS REQUIRED

Intermediate:
Spreadsheet

WORKING CONDITIONS

Somewhat disagreeable working conditions. Continuously exposed to one or two elements such as noise, intermittent standing, walking; and occasional pushing, carrying, or lifting.

ENVIRONMENTAL CONDITIONS

The following work environment characteristics described here are representative of those an employee encounters while performing essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

PHYSICAL ACTIVITIES

Semi‑repetitive, low physical. Semi‑repetitive type work which requires periods of concentration for varied time cycles as prescribed by the tasks. While performing the functions of this job, the employee is continuously required to talk or hear; regularly required to stand, walk, sit, use hands to finger, handle, or feel, reach with hands and arms; frequently required to stoop, kneel, crouch, or crawl.

The employee must frequently lift and/or move up to 50 pounds; regularly lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision.

ADDITIONAL INFORMATION

• Demonstrated sales ability a plus
• May be required to work an alternative location within the region or market

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

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