Job Title Float Customer Service Representative I or II (Bilingual) Locations Bastrop, Cedar Creek, Elgin, Smithville Employment Type Full-time Description Travel to one of the four locations is required based on the bank's needs. First National Bank of Bastrop is proud to be named a Best Place for Working Parents®. The role offers competitive compensation and benefits, including: Paid time off Paid parental leave Employee Stock Ownership Plan with 401(k) provisions (KSOP) with match Up to $825 match on Health Savings Account (qualifying medical plan required) Life/AD&D/LTD insurance Optional benefits: Medical insurance Dental insurance Vision insurance Supplemental coverages: Short term disability Cancer Critical Illness Accident Medical Spending Accounts: Flexible Spending Account (FSA) Health Savings Account (HSA) Dependent Care FSA Responsibilities Customer Service Representative I Cash checks and disburse funds after verifying signatures and sufficiency of funds. Evaluate checks to verify endorsements, dates, identification of persons receiving payments, bank names, and overall legality. Accept deposits, confirming accuracy of transaction; follow regulations as they pertain to funds availability and large cash transactions. Prepare, verify, and issue cashier's checks and money orders. Accept loan payments. Prepare change orders for commercial customers. Assist customers in redeeming savings bonds. Record and process night and mail deposits. Record transactions by logging cashier's checks and money orders. Verify for customers their account balances or transactions. Complete debit special requests by closing accounts or ordering checks. Balance drawer/cash recycler at end of day. Balance ATMs at end of week. Support ABM in monthly audit. Maintain TCR, check scanner and coin counter. Comply with bank operations and security procedures by participating in all dual"‘control functions. Complete Debit Card/Card@Once training for printing of debit cards for customers. Stay abreast of recent trends in fraud by reading e"‘mail communication, myFNB intranet, and attending training. Maintain customer confidence and protect bank operations by keeping information confidential. Support customer awareness with online banking & mobile banking. Explore customer needs and desires, identifying and presenting information on appropriate bank services, and obtaining customer consent to use the service. Identify cross"‘sell opportunities and refer when appropriate. Other related customer service duties as assigned. Customer Service Representative II Balance drawer/cash recycler at end of day. Open new checking, savings, and time deposit accounts explaining options and programs available. Review legal documents in opening new accounts including beneficiary ownership, powers of attorney, trusts, wills, death documentation, etc., seeking supervisory or legal guidance when necessary. Renew, make withdrawals, and add to time deposits periodically and at maturity. Scan account documents to imaging system. Allow customer access to safe deposit box, verifying customer identity and authority. Prepare temporary checks. Provide notary services for customers and non"‘customers. Assist customers with special needs such as stop"‘payments, auto transfers, overdraft protection, balance and transaction inquiries, account balancing, photocopy documents, process name, address and other account data changes. Explain transaction policy and procedures to customer as required. Complete wire transfer training to accept wire transfer requests from customers. Develop customer relationships by utilizing the Customer Relationship Discovery tool and Relationship Onboarding 2x2x2. Bank Secrecy Act Duties Maintain knowledge of BSA regulations and all other regulatory, security, and bank policies and procedures while performing tasks and duties. Company Conformance First National Bank's promotional materials may include photos, videos, and other recordings taken in the workplace or at company"‘sponsored events. Acceptance of employment provides consent for use in social media posts, newsletters, and other promotional materials without extra compensation or advance notice. Produce quality work within deadlines, with or without supervision; interact professionally with other employees, customers, vendors, and maintain confidentiality of customer information. Represent the Bank to customers and the general public in ways that promote integrity, validity, and mission, including community organization participation. Maintain commitment to continuing education in banking through self"‘study and in"‘house and outside training opportunities. Ensure regular and punctual attendance and appropriate attire at all times while performing job functions or representing the Bank at outside events. Marginal Functions Assist with departmental duties such as reviewing transaction types, balancing money orders, preparing reports. Assist with training other CSRs when necessary. Act as vault or coin sorter teller; sell money to other tellers; buy"‘in cash; balance. TCR, check scanner and coin counter maintenance. Maintain and balance ATM machine. Requirements Customer Service Representative I High school diploma or equivalent. Six months of cash handling in a customer service position. Fluent in English and Spanish. Preferred: Previous banking experience. Customer Service Representative II All of the above requirements plus one year of new accounts or teller experience. Must also have the following demonstrated knowledge, skills, and abilities Customer Service Representative I Excellent customer service skills and use of good judgement on service issues. Proficiency in computers and Microsoft Office software. Excellent listening ability and verbal communication skills. Ability to read, comprehend, and follow written procedures and regulations. Strong attention to detail with a focus on accuracy and quality of work. Strong organizational skills; able to balance multiple tasks simultaneously while handling frequent interruptions. Basic math skills. Ability to take initiative and maintain flexibility. Customer Service Representative II All of the above plus general knowledge of internet banking, ACH, debit card fraud, and disputes. General knowledge of loan department functions. #J-18808-Ljbffr
Job Title
Part Time Float Customer Service Representative I or II