Customer Service Representative

Job Details

• Job Location:
  
  Bayou Road Thibodaux
  - Thibodaux, LA 70301
• Position Type: 40 Hours Per Week
• Education Level: High School Degree / Equivalent
• Salary Range: $20.00 - $30.00 Hourly
• Travel Percentage:
  Negligible
• Job
  
  Shift: Monday
  - Friday, 8 AM - 5 PM

The Customer Service Representative (CSR) delivers high-quality service by assisting customers with account inquiries, transactions, and banking services both in person and over the phone. This role ensures accurate account maintenance, promotes bank products, and builds strong customer relationships while adhering to all regulatory and bank policies.

• Greet customers professionally and assist with banking needs, including account inquiries, maintenance, safe deposit boxes, and general services.
• Communicate effectively with customers in person and by phone to resolve issues and maintain positive public relations.
• Answer incoming calls and assist with customer inquiries.
• Follow up with new and existing customers, including sending thank-you letters and resolving account exceptions.

• Explain and promote bank products and services to generate personal and business accounts.
• Cross-sell products and services that meet customer needs.
• Maintain consistent weekly sales referrals.
• Contact customers regarding maturing CDs to retain relationships and deposits.
• Participate in or conduct sales meetings and ongoing product training.

• Open new accounts and maintain existing accounts using bank systems ( e.g., BPM, NuPoint, NAC, or similar ).
• Upload and maintain accurate account documentation daily.
• Issue debit/ATM cards and maintain account supplies (account kits, cards, account numbers).
• Order checks and ensure all records are accurate and up to date.
• Monitor and service various account types (consumer, business, IRA, HSA).

• Maintain and manage safe deposit box records, availability, and leasing processes.
• Process wire transfers and related agreements according to procedures.
• Accept business online banking applications.
• Handle debit card disputes and coordinate with the Fraud Department.

• Comply with all federal banking regulations, including the Bank Secrecy Act and Customer Identification Policy.
• Place Reg CC holds on deposits as required.
• Follow all bank security policies and procedures.
• Maintain confidentiality and uphold ethical standards.

• Maintain inventory of account-related materials and supplies.
• Send CD notices and other customer correspondence.
• Scan, upload, and index documentation through applicable systems.
• Assist other departments and perform additional duties as assigned.

• Maintain professional relationships with coworkers, customers, and management.
• Follow supervisor direction and work collaboratively in a team environment.
• Participate in training and contribute to team knowledge sharing.

• High school diploma or equivalent.
• Minimum of 2 years of new accounts or banking experience, or completion of internal training.
• Strong customer service, communication, and interpersonal skills.
• Basic to advanced computer proficiency (Microsoft Office and banking systems).
• Ability to multitask, stay organized, and work in a fast-paced environment.

• Three or more years of banking or sales experience.
• Knowledge of banking systems such as Fiserv, NuPoint, NAC, Card@Once, IMM, BPM, or similar.
• Completion of banking education courses.
• Bachelor’s degree in a related field.

Must be able to provide information to supervisors, co-workers, and customers both verbally and in written format.

• Customer service excellence
• Sales and relationship building
• Attention to detail
• Ethical judgment and integrity
• Strong communication skills
• Problem-solving and decision-making ability
• Ability to remain calm and professional under pressure

• Ability to work at a computer for extended periods.
• Ability to…