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The First National Bank Of Bastrop - Bastrop, TX
posted 3 months ago
Full-time - Entry Level
Hybrid - Bastrop, TX
Credit Intermediation and Related Activities
About the position
The Customer Connect / Customer Service Representative II role at The First National Bank of Bastrop is a hybrid position focused on providing exceptional customer service and support within the Customer Connect department and Headquarters New Accounts. The representative will handle a variety of customer inquiries, assist with account management, and promote bank services while ensuring compliance with regulations and bank policies.
Responsibilities
- Answer telephone calls using a pleasant and professional voice, transferring calls as necessary.
- Respond to customer inquiries regarding account balances and general account information.
- Assist customers with loan inquiries, including payoff requests and loan balances.
- Provide information about bank products and services, including online and mobile banking.
- Prepare special customer service orders such as stop-payments and address changes.
- Maintain knowledge of all bank services to identify customer needs and make appropriate referrals.
- Research and resolve customer inquiries in a timely manner.
- Handle debit card requests and assist with online banking needs.
- Cash checks and disburse funds after verifying signatures and sufficiency of funds.
- Accept deposits and confirm transaction accuracy, following regulations.
- Open new checking, savings, and time deposit accounts, explaining options available.
- Assist customers with special needs and explain transaction policies as required.
Requirements
- High school graduation or equivalent.
- One year of new accounts or teller experience, including six months of cash handling experience.
- Basic knowledge of ACH, debit card use, and online banking.
Nice-to-haves
- Fluent in English and Spanish.
- Two years of new accounts or teller experience.
- Proficiency in Microsoft Office software.
Benefits
- 401(k)
- 401(k) matching
- AD&D insurance
- Dental insurance
- Disability insurance
- Employee stock ownership plan
- Flexible spending account
- Paid time off
- Paid parental leave
- Paid volunteer time
- Life insurance
- Tuition reimbursement
