Customer Service Representative II

Description

The First National Bank of Bastrop is proud to be named a Best Place for Working Parents®. We offer an opportunity to work with a financial institution that prides itself on excellent customer service and a competitive compensation and benefits package that includes:

• Employer paid benefits:
  • Paid time off
  • Paid parental leave
  • Paid volunteer time
  • Employee Stock Ownership Plan with 401(k) Provisions (KSOP) with match
  • Up to $850 match on Health Savings Account (qualifying medical plan required)
  • Life/AD&D/LTD insurance
  • Tuition reimbursement
• Optional benefits:
  • Medical insurance
  • Dental insurance
  • Vision insurance
  • Supplemental coverages
    • Short term disability
    • Cancer
    • Critical Illness
    • Accident
  • Medical Spending Accounts
    • Flexible Spending Account (FSA)
    • Health Savings Account (HSA)
    • Dependent Care FSA

Hybrid banker role focused on relationship and service duties that include but not limited to daily teller operations, maintenance of accounts, and new account origination. Leverage the Community Banking Relationship Model to assist with achieving deposit growth.

• Cash checks and disburse funds after verifying signatures and sufficiency of funds to support withdrawals.
• Evaluate checks to verify endorsements, dates, identification of persons receiving payments, bank names, and overall legality of the documents.
• Accept deposits, confirming accuracy of transaction; follow regulations as they pertain to funds availability and large cash transactions.
• Prepare, verify, and issue cashier’s checks and money orders.
• Accept loan payments.
• Prepare change orders for commercial customers.
• Assist customers in redeeming savings bonds.
• Record and process night and mail deposits.
• Record transactions by logging cashier's checks and money orders.
• Verify for customer their account balances or transactions.
• Complete debit special requests by closing accounts or ordering checks.
• Balance drawer/cash recycler at end of day.
• Balance ATMs at end of week.
• Support ABM in Monthly Audit.
• Maintain TCR, Check Scanner and Coin Counter.
• Comply with bank operations and security procedures by participating in all dual-control functions.
• Complete Debit Card/Card@Once training for printing of debit cards for customers.
• Stay abreast of recent trends in fraud by reading email communication, myFNB intranet, and attending training.
• Maintain customer confidence and protect bank operations by keeping information confidential.
• Support customer awareness with Online Banking & Mobile Banking.
• Explore customer needs and desires, identifying and presenting information on appropriate bank services, and obtaining customer consent to use the service. Maintain good knowledge of all bank services to respond to customer comments and inquiries and develop cross-sell opportunities, making proper referrals when appropriate.
• Open new checking, savings, and time deposit accounts explaining different options and programs available.
• Review legal documents in opening new accounts including beneficiary ownership, powers of attorney, trusts, wills, death documentation, etc., seeking supervisory or legal guidance when necessary.
• Renew, make withdrawals, and add to time deposits periodically and at maturity.
• Scan account documents to imaging system.
• Allow customer access to safe deposit box, verifying customer identity and authority.
• Prepare temporary checks.
• Provide notary services for customers and non-customers.
• Assist customers with special needs such as stop-payments, auto transfers, overdraft protection, balance and transaction inquiries, account balancing; photocopy documents; process name, address and other account data changes
• Explain transaction policy and procedures to customer as required.
• Complete Wire Transfer training in order to accept wire transfer requests from customers.
• Develop customer relationships by utilizing the Customer Relationship Discovery tool and Relationship Onboarding 2x2x2.

• Assist with departmental duties as assigned by reviewing certain types of transactions, balancing money orders, preparing necessary reports for review by a supervisor.
• Assist with training other CSRs as necessary.
• Act as vault or coin sorter teller; sell money to other tellers; buy-in cash; balance.
• TCR, Check Scanner and Coin Counter maintenance.
• Maintain and balance ATM machine.

• In the performance of respective tasks and duties, this position must maintain knowledge of Bank Secrecy Act regulations and all other regulatory, security, and Bank policies and procedures.

Required

Minimum Qualifications:

• High school diploma or equivalent.
• One year of new accounts or teller experience.

• Fluent in English and Spanish.

• Excellent customer service skills; use of good judgement on customer service issues.
• Proficiency in computers and Microsoft Office software.
• Excellent listening ability and verbal communication skills.
• Ability to read, comprehend, and follow written…