Banking Customer Service Representative
Dexian
β’
Dallas, TX
Company
Dexian
Location
Dallas, TX
Type
Full Time
Job Description
JOB Title: Banking Customer Service Representative
Location: Dallas, TX 75201
Position Summary:
The Banking Customer Service Representative (CSR) is responsible for providing excellent customer service by assisting bank customers with their financial needs, answering inquiries, processing transactions, and resolving account-related issues. The CSR acts as the primary point of contact between the bank and its customers, ensuring a positive banking experience.
Key Responsibilities:
β’ Greet and assist customers in a professional and friendly manner.
β’ Handle routine banking transactions such as deposits, withdrawals, transfers, and loan payments accurately and efficiently.
β’ Open, close, and maintain customer accounts, ensuring compliance with bank policies and regulatory requirements.
β’ Respond to customer inquiries about account balances, products, services, and policies.
β’ Identify and resolve customer issues or escalate complex concerns to appropriate departments.
β’ Promote and cross-sell bank products and services based on customer needs.
β’ Verify customer identity and maintain confidentiality of sensitive information.
β’ Maintain accurate records of transactions and customer interactions.
β’ Adhere to all bank policies, procedures, and regulatory guidelines.
β’ Assist with balancing cash drawers and daily reconciliation.
β’ Participate in ongoing training to stay informed of product updates and regulatory changes.
Qualifications:
β’ High school diploma or equivalent; associate or bachelorβs degree preferred.
β’ Previous customer service experience, preferably in banking or financial services.
β’ Strong interpersonal and communication skills.
β’ Detail-oriented with strong organizational skills.
β’ Ability to handle cash and maintain accuracy in transactions.
β’ Basic knowledge of banking products, services, and compliance requirements.
β’ Proficiency with banking software and Microsoft Office.
β’ Ability to work in a fast-paced environment and manage multiple tasks.
Job Types: Contract, Temporary
Pay: $17.00 - $18.00 per hour
Expected hours: 40 per week
Work Location: In person
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Date Posted
08/04/2025
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