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 bachelor’s 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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