Financial Service Representative II
Listed on 2026-01-12
-
Finance & Banking
Bank Customer Service -
Customer Service/HelpDesk
Bank Customer Service
Join to apply for the Financial Service Representative II role at Third Coast Bank
2 weeks ago Be among the first 25 applicants
Join to apply for the Financial Service Representative II role at Third Coast Bank
Get AI-powered advice on this job and more exclusive features.
Position Summary:
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.
Position Summary:
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 Chex Systems.
- Screen commercial accounts via FIS eAccess/Chex Systems online
- Process ATM/Debit Card and check order requests.
- Establish and reset online banking access through Net Teller.
- 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).
- 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.
- 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…
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).