Commercial Bank of Texas
Customer Service Rep McKinney, TX
Commercial Bank of Texas, Mckinney, Texas, United States, 75070
Customer Service Rep – McKinney, TX
Commercial Bank of Texas
Job Summary A CSR II kuk demonstrates increased knowledge and skills to meet customer expectations of service and professionalism when assisting in a variety of checking, savings, and credit account transactions, as well as customer services such as the sale of official checks, money orders, CBTx gift cards, travel cards, and stamps. The role involves assisting customers with inquiries related to personal accounts or loans, identifying customer needs and making referrals to appropriate CBTx deposit, loan, and insurance specialists. Upon training completion, CSR IIs may also participate in special projects, balancing these responsibilities with primary customer‑service duties. Principal Duties And Responsibilities
Branch end‑of‑day balancing or auditing of vaults or teller drawers; ordering money for the branch; identifying outages on the cash balancing report; editing and opening new accounts or loans; providing direction or limited supervision to CBTx employees.
Promote, explain, and cross‑sell personal deposit services offered by CBTx, including CDs, IRAs, consumer loans, and personal DDA accounts; evaluate customer needs and promptly respond in person or by telephone regarding account status, balances, stop payments, funds availability, monetary transfers, NSF’s, OD status, and statement requests; refer customers to the appropriate CBTx financial specialist (e.g., real estate, commercial loans, insurance services, or merchant services).
Recognize and resolve customer electronic‑banking issues, including debit‑card inquiries, reissue debit cards, reset debit‑card PINs, and debit‑card and ATM disputes.
Balance cash drawer at the end of the shift and compare the total to the electronic journal on DCI; scan items validated by the DCI Teller system and balance files using the Branch Capture system; report discrepancies and identify outages on the cash‑balancing report.
Recognize customers by name when possible; listen carefully to requests, comments, or complaints; respond appropriately per CBTx procedures.
Receive and process deposits or withdrawals of cash, checks, collection items, and utility payments; verify amounts, examine endorsements, and enter transactions accurately and promptly.
Receive mortgage, consumer, and commercial loan payments; inspect negotiable instruments and cash; ensure payments match due balances before entering them into DCI Teller.
Sell official checks, money orders, travel cards, CBTx gift cards, and white zipper bags; redeem U.S. savings bonds.
Verify and package coins and currency for sale to the FED or other branches, respecting armored‑car insurance limits and branch vault limits.
Maintain cash supply within prescribed limits; order cash when necessary;itra, prepare cash‑transfer slips and count incoming cash; when limits are exceeded, complete the OLF (Over‑Limit Form).
Place holds on accounts for uncollected funds and prepare CBTx Notice of Delayed Availability notices per procedures.
Prepare CTRs within DCI Teller and forward with correct documentation to BSA officer or designee; may also submit electronic CTRs to FinCEN.
Perform bank‑by‑mail and night deposit functions where available.
Prepare and maintain various reports and records using Microsoft Word, Excel, or OpenOffice.
Comply with CBTx social‑media policy and wear appropriate dress per CBTx dress policy.
Avoid improper business etiquette such as gum chewing, rude facial gestures, or improper behavior when dealing with customers.
Perform other duties and responsibilities as assigned.
CBTx supports an equal employment opportunity workplace which includes reasonable accommodation of otherwise qualified.GUI applicants and employees.
Seniority level: Entry level | Employment type: Full‑time | Industry: Banking
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Job Summary A CSR II kuk demonstrates increased knowledge and skills to meet customer expectations of service and professionalism when assisting in a variety of checking, savings, and credit account transactions, as well as customer services such as the sale of official checks, money orders, CBTx gift cards, travel cards, and stamps. The role involves assisting customers with inquiries related to personal accounts or loans, identifying customer needs and making referrals to appropriate CBTx deposit, loan, and insurance specialists. Upon training completion, CSR IIs may also participate in special projects, balancing these responsibilities with primary customer‑service duties. Principal Duties And Responsibilities
Branch end‑of‑day balancing or auditing of vaults or teller drawers; ordering money for the branch; identifying outages on the cash balancing report; editing and opening new accounts or loans; providing direction or limited supervision to CBTx employees.
Promote, explain, and cross‑sell personal deposit services offered by CBTx, including CDs, IRAs, consumer loans, and personal DDA accounts; evaluate customer needs and promptly respond in person or by telephone regarding account status, balances, stop payments, funds availability, monetary transfers, NSF’s, OD status, and statement requests; refer customers to the appropriate CBTx financial specialist (e.g., real estate, commercial loans, insurance services, or merchant services).
Recognize and resolve customer electronic‑banking issues, including debit‑card inquiries, reissue debit cards, reset debit‑card PINs, and debit‑card and ATM disputes.
Balance cash drawer at the end of the shift and compare the total to the electronic journal on DCI; scan items validated by the DCI Teller system and balance files using the Branch Capture system; report discrepancies and identify outages on the cash‑balancing report.
Recognize customers by name when possible; listen carefully to requests, comments, or complaints; respond appropriately per CBTx procedures.
Receive and process deposits or withdrawals of cash, checks, collection items, and utility payments; verify amounts, examine endorsements, and enter transactions accurately and promptly.
Receive mortgage, consumer, and commercial loan payments; inspect negotiable instruments and cash; ensure payments match due balances before entering them into DCI Teller.
Sell official checks, money orders, travel cards, CBTx gift cards, and white zipper bags; redeem U.S. savings bonds.
Verify and package coins and currency for sale to the FED or other branches, respecting armored‑car insurance limits and branch vault limits.
Maintain cash supply within prescribed limits; order cash when necessary;itra, prepare cash‑transfer slips and count incoming cash; when limits are exceeded, complete the OLF (Over‑Limit Form).
Place holds on accounts for uncollected funds and prepare CBTx Notice of Delayed Availability notices per procedures.
Prepare CTRs within DCI Teller and forward with correct documentation to BSA officer or designee; may also submit electronic CTRs to FinCEN.
Perform bank‑by‑mail and night deposit functions where available.
Prepare and maintain various reports and records using Microsoft Word, Excel, or OpenOffice.
Comply with CBTx social‑media policy and wear appropriate dress per CBTx dress policy.
Avoid improper business etiquette such as gum chewing, rude facial gestures, or improper behavior when dealing with customers.
Perform other duties and responsibilities as assigned.
CBTx supports an equal employment opportunity workplace which includes reasonable accommodation of otherwise qualified.GUI applicants and employees.
Seniority level: Entry level | Employment type: Full‑time | Industry: Banking
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