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Universal Banker / CSR III

Financial Staffing Resources, Ltd.

Universal Banker / CSR III

Lewisville, TX
Full Time
Paid
  • Responsibilities

    Job Description

    BANK IN LEWISVILLE, TX IS SEEKING A PROVEN UNIVERSAL BANKER/ CSR III TO JOIN THEIR  TEAM.  This position recognizes and meets customer expectations of service and professionalism and creates a high level of customer satisfaction and trust. Continually display a courteous and helpful level of enthusiasm, and service knowledge with customers. The summary of duties include, but are not limited to, performing all deposit account services such as taking deposits, withdrawals, opening new accounts, and placing account holds. The CSR III is also responsible for cross selling and referring all deposit and loan products as well as up streaming loans and other products for approval.

    PRINCIPAL DUTIES AND RESPONSIBILITIES

    • Recognizes and addresses customers by name. Listens carefully to customer requests, comments, or complaints and responds appropriately in accordance with bank procedures. Is responsible for comprehensive, prompt, and efficient customer transactions.
    • Performs a variety of customer service transactions on a daily basis such as account holds, stop payments, direct deposits and check confirmation.
    • Cross-markets and promotes other bank products and services such as loans, IRA’s, CD’s, and safe deposit boxes. Up streams loans for approval.
    • Open new accounts (personal or commercial) DDA, savings, CD’s, IRA’s, and safe deposit boxes. Also will review and approve/decline NSF in accordance with bank policy and procedures.
    • Provides extensive personalized service to depositors with specific or special banking needs including: personal banking account advice, suggestions for account resolution; researches customer inquiries; provides customers with account information and updates as requested.
    • Counts, checks, and packages coins and currency. Cashes checks and cash for deposits to accounts, verifies amounts, examines checks for proper endorsement, and enters transactions into computer records.
    • Maintains cash supply within prescribed limits, orders cash when necessary, prepares cash transfer slips and counts incoming cash.
    • Balances cash drawer at the end of the shift and compares totaled amounts to electronic journal on DCI. Reports and discrepancies to his or her supervisor as necessary.
    • Places hold on accounts for uncollected funds and prepare bank Notice of Delayed Availability in accordance with bank procedures.
    • Balances and loads ATM when necessary.
    • Receives mortgage, consumer loan, and other payments, inspects negotiable instruments and cash offered for payment and ensures the payments match balances due, enters payments received into bank computer records and generates customer receipts.
    • Provides guidance to CSR-1’s and 2’s as to proper use of DCI Teller, iCore features and functions, night depository contracts, and interpretation of bank policies and procedures.
    • Performs bank by mail and night deposit functions where available.
    • Participates as a volunteer in community and non-profit activities.
  • Qualifications

    Qualifications

    •  2+ years experience as a Universal Banker / CSR III opening accounts, performing teller transactions and providing a "single source solution" to customers.
    • Exceptional customer service skills

                           A CLEAN CREDIT HISTORY IS REQUIRED AND WILL BE VERIFIED.

    Additional Information

    COMPENSATION: $38-40K annually

    BENEFITS:

    • Medical Coverage

    • Dental Coverage

    • Prescription Drug Co-Pay

    • Health Care Reimbursement

    • Dependent Care Reimbursement

    • Basic Life Insurance

    • AD&D

    • Long-term Disability

    • Short-term Disability

    • Paid Sick Leave

    • ESOP with 401k Provisions

    • Vacation and personal days

    • National Holidays

    • Tuition Reimbursement

    • Professional Development (Banking Schools, Marketing Schools, Seminars, Etc.)