Customer Services Rep - Houston, United States - Golden Bank NA
Description
JOB PURPOSE
Customer Service Representative is responsible for primarily handling teller transactions, providing operational support, cross-selling bank products/services, and resolving customer service issues.
ESSENTIAL FUNCTIONS
Teller Operations:
- Perform deposits and withdrawal transactions.
- Issue cashier's checks, count and record the daily inventories.
- Reconcile and balance teller cash drawer
- Prepare currency transaction reports as needed.
- Place hold on large deposits.
- Processing night drop deposit and make records.
- Accept loan payment
- Redeem Saving Bonds.
- Accept Armored Car Deposits
Sales and Services:
- Identify sales opportunities to crosssell bank products and services to ensure customers' financial goals are meet.
- Provide quality personalized customer service, maintain frequent customer contact to expand relationships and ensure customer retention.
- Proactively support branch new business promotions
New Accounts:
- Perform all aspects of new account opening procedures for all bank products/service.
- Answer customer inquiries, make appropriate financial solutions and recommendations and assist with problem resolution.
- Perform customer service functions such as check orders, change of address, supersede signature cards, and other account maintenance changes.
- Maintain confidentiality of customer information as well as Bank proprietary information
QUALIFICATIONS
- High School diploma.
- 612 months of cash handling, customer service in a retail environment, or sales experience preferred.
- PC literate and typing proficient.
- Previous experience with data entry, 10Key, banking software, and Microsoft Word, Excel.
- Good oral and written communication skills can write clear message, initiate conversations, and talk to customers about products and services.
- Ability to give and receive feedback to improve skills and job knowledge.
- Can maintain good attendance and arrive consistently at scheduled start time.
- Able and willing to commute as required for business needs.
- Able to work weekends and extended hours as required to meet business demands.
- Bilingual English/Chinese (Mandarin or Cantonese) preferred.
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