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Posted : Monday, May 13, 2024 03:14 PM
LOCATION: 210 Synergy Center Blvd, Houma, LA 70360
SCHEDULE: 40 Hours (Monday - Friday, 8 AM - 5 PM)
DEPARTMENT: Retail Sales
SUPERVISOR: Branch Manager
POSITION SUMMARY: The Customer Service Associate assists customers and staff while maintaining a professional image.
Serves as the primary contact to customers entering the bank and directs them to the appropriate destination.
POSITION RESPONSIBILITIES: Provides the Synergy Bank standard of excellence in customer service.
Maintains honesty and the highest level of ethical standards.
Serves as the primary lobby telephone contact in a professional and courteous manner.
Maintains the welcome area ensuring coffee and supplies are always well stocked.
Complies with Bank Secrecy Act paying special attention to the Customer Identification Policy.
Communicates with customers to resolve account related problems and ensures positive public relations.
Performs account maintenance for customer including wire transfers and issuing and pinning debit cards.
Assists customers with enrollment of online banking services.
Places check orders while also ensuring bank records are updated and accurate.
Reviews work for completeness and accuracy.
Escorts customers into safety deposit box area.
Explains services to potential personal and business account customers to generate additional business.
Escorts vendors into secured areas.
Assists with processing night deposits, ATM and mail transactions.
Cross-trained for routine teller duties including: Receives cash and/or checks for deposits to accounts, verifies amounts, examines checks for proper endorsement, and enters deposits into computer records.
Cashes checks and processes withdrawals; pays out money after verification of signatures and customers balances.
Protects customers and the bank from fraudulent activity including counterfeit checks, unfair, deceptive, and abusive practices, and elder abuse.
Balance cash drawer to teller system daily.
Place Reg.
CC holds as applicable.
Assist in audits of money orders, official checks, traveler’s checks, and other negotiables.
Prepares and verifies official checks.
Assists Loan Assistants and Customer Service Representatives when needed.
Follows up with customers after account openings when needed.
Performs any additional duties as needed or as directed by Management.
REQUIRED KNOWLEDGE, SKILLS, AND ABILITIES: Able to make sound decisions on negotiables with little to no errors only needing minimal guidance.
Proficient in Microsoft Word and basic understanding of Microsoft Excel.
Ability to pay close attention to detail.
Ability to comprehend and analyze information in order to draw a conclusion.
Ability to multi-task in a fast-paced work environment.
Ability to organize and prioritize daily tasks.
Ability to learn various job-related software programs.
Must have basic accounting knowledge and experience.
Ability to present a business professional appearance.
Must have reliable transportation to commute to and from work.
EDUCATION AND EXPERIENCE REQUIRED: Minimum 6 months customer service experience.
Previous cash handling experience.
High School Diploma or GED equivalent.
EDUCATION AND EXPERIENCE PREFERRED: Previous Teller experience.
Retail sales experience.
Associates or higher in Business or related area of study.
Completion of banking education courses.
COMMUNICATION: Must be able to provide information to supervisors, co-workers, and customers both verbally and in written format.
PHYSICAL REQUIREMENTS: Ability to adapt to a flexible work schedule which will generally consist of 40 hours of work per week.
They will need to make themselves available Monday – Friday from 8:00 AM – 5:00 PM.
Must be able to interact with the public utilizing various methods of communication.
Must exhibit proper dexterity with both hands and digits as counting currency is a frequent request throughout the workday.
Ability to work over the head while lifting up ten pounds simultaneously for short periods of time throughout the workday.
Employee may be required to squat multiple times and remain in that position for short periods of time while searching and/or reaching for supplies at ground level.
This could occur as few or as many times as necessary to accomplish the requested task.
Must be able to lift and carry approximately 40-50 pounds multiple times throughout the day.
MENTAL REQUIREMENTS: Must have the attention span to stay alert and attentive during a “normal 8-10 ½ hour workday.
The CSA must be able to make sound, quick decisions based on the facts of a situation, and remain calm and in control in a possible ever-changing environment or an emergency.
Must be able to follow instructions and procedures exactly as trained or as directed by his or her supervisor.
Must be able to listen to, grasp, and respond positively to supervision and instructions by Management.
Physical and cognitive ability to perform the essential duties and functions of his/her job.
EQUAL OPPORTUNITY EMPLOYER / VETERANS / DISABLED
Serves as the primary contact to customers entering the bank and directs them to the appropriate destination.
POSITION RESPONSIBILITIES: Provides the Synergy Bank standard of excellence in customer service.
Maintains honesty and the highest level of ethical standards.
Serves as the primary lobby telephone contact in a professional and courteous manner.
Maintains the welcome area ensuring coffee and supplies are always well stocked.
Complies with Bank Secrecy Act paying special attention to the Customer Identification Policy.
Communicates with customers to resolve account related problems and ensures positive public relations.
Performs account maintenance for customer including wire transfers and issuing and pinning debit cards.
Assists customers with enrollment of online banking services.
Places check orders while also ensuring bank records are updated and accurate.
Reviews work for completeness and accuracy.
Escorts customers into safety deposit box area.
Explains services to potential personal and business account customers to generate additional business.
Escorts vendors into secured areas.
Assists with processing night deposits, ATM and mail transactions.
Cross-trained for routine teller duties including: Receives cash and/or checks for deposits to accounts, verifies amounts, examines checks for proper endorsement, and enters deposits into computer records.
Cashes checks and processes withdrawals; pays out money after verification of signatures and customers balances.
Protects customers and the bank from fraudulent activity including counterfeit checks, unfair, deceptive, and abusive practices, and elder abuse.
Balance cash drawer to teller system daily.
Place Reg.
CC holds as applicable.
Assist in audits of money orders, official checks, traveler’s checks, and other negotiables.
Prepares and verifies official checks.
Assists Loan Assistants and Customer Service Representatives when needed.
Follows up with customers after account openings when needed.
Performs any additional duties as needed or as directed by Management.
REQUIRED KNOWLEDGE, SKILLS, AND ABILITIES: Able to make sound decisions on negotiables with little to no errors only needing minimal guidance.
Proficient in Microsoft Word and basic understanding of Microsoft Excel.
Ability to pay close attention to detail.
Ability to comprehend and analyze information in order to draw a conclusion.
Ability to multi-task in a fast-paced work environment.
Ability to organize and prioritize daily tasks.
Ability to learn various job-related software programs.
Must have basic accounting knowledge and experience.
Ability to present a business professional appearance.
Must have reliable transportation to commute to and from work.
EDUCATION AND EXPERIENCE REQUIRED: Minimum 6 months customer service experience.
Previous cash handling experience.
High School Diploma or GED equivalent.
EDUCATION AND EXPERIENCE PREFERRED: Previous Teller experience.
Retail sales experience.
Associates or higher in Business or related area of study.
Completion of banking education courses.
COMMUNICATION: Must be able to provide information to supervisors, co-workers, and customers both verbally and in written format.
PHYSICAL REQUIREMENTS: Ability to adapt to a flexible work schedule which will generally consist of 40 hours of work per week.
They will need to make themselves available Monday – Friday from 8:00 AM – 5:00 PM.
Must be able to interact with the public utilizing various methods of communication.
Must exhibit proper dexterity with both hands and digits as counting currency is a frequent request throughout the workday.
Ability to work over the head while lifting up ten pounds simultaneously for short periods of time throughout the workday.
Employee may be required to squat multiple times and remain in that position for short periods of time while searching and/or reaching for supplies at ground level.
This could occur as few or as many times as necessary to accomplish the requested task.
Must be able to lift and carry approximately 40-50 pounds multiple times throughout the day.
MENTAL REQUIREMENTS: Must have the attention span to stay alert and attentive during a “normal 8-10 ½ hour workday.
The CSA must be able to make sound, quick decisions based on the facts of a situation, and remain calm and in control in a possible ever-changing environment or an emergency.
Must be able to follow instructions and procedures exactly as trained or as directed by his or her supervisor.
Must be able to listen to, grasp, and respond positively to supervision and instructions by Management.
Physical and cognitive ability to perform the essential duties and functions of his/her job.
EQUAL OPPORTUNITY EMPLOYER / VETERANS / DISABLED
• Phone : NA
• Location : Houma, LA
• Post ID: 9053707976
