Banking Customer Service Representative
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:
• Greet and assist customers in a professional and friendly manner.
• Handle routine banking transactions such as deposits, withdrawals, transfers, and loan payments accurately and efficiently.
• Open, close, and maintain customer accounts, ensuring compliance with bank policies and regulatory requirements.
• Respond to customer inquiries about account balances, products, services, and policies.
• Identify and resolve customer issues or escalate complex concerns to appropriate departments.
• Promote and cross-sell bank products and services based on customer needs.
• Verify customer identity and maintain confidentiality of sensitive information.
• Maintain accurate records of transactions and customer interactions.
• Adhere to all bank policies, procedures, and regulatory guidelines.
• Assist with balancing cash drawers and daily reconciliation.
• Participate in ongoing training to stay informed of product updates and regulatory changes.
Qualifications:
• High school diploma or equivalent; associate or bachelor’s degree preferred.
• Previous customer service experience, preferably in banking or financial services.
• Strong interpersonal and communication skills.
• Detail-oriented with strong organizational skills.
• Ability to handle cash and maintain accuracy in transactions.
• Basic knowledge of banking products, services, and compliance requirements.
• Proficiency with banking software and Microsoft Office.
• 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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