Customer Service Representative (Dallas Branch)
- Military veterans preferred
2025-06-21 Inwood National Bank
Other
/yr
employee
contract
Dallas Texas 75201 United States
Inwood National Bank
This is a full-time position, located in office at the Dallas Branch - 7621 Inwood Rd, Dallas, TX 75209
Summary
The Customer Service Representative is responsible for providing exceptional customer service, accurately processing customer transactions, and maintaining a safe and secure working environment. The Customer Service Representative is the face of the company, and a friendly, professional attitude is essential in building customer relationships. Excellent communication and problem-solving skills are key to helping customers with their financial needs.
Essential Functions/Job Responsibilities
Greet customers upon arrival and provide prompt, courteous service.
Process deposits, withdrawals, loan payments, and other transactions accurately and efficiently per Inwood procedures.
Maintain accurate records of transactions.
Balance cash drawer and reconcile discrepancies.
Answer customer inquiries and provide appropriate information.
Refer customers to the appropriate staff for further assistance.
Maintain a clean and professional workstation.
Adhere to all security procedures and regulations to minimize risk.
Identify customer needs and suggest appropriate products or services.
Cross-sell bank products and services to customers.
Monitor customer feedback and provide insights for product and process improvements.
Ensures compliance with established Bank policies and procedures.
Demonstrates knowledge of, adherence to, monitoring and responsibility for compliance with state and federal regulations and related laws as they pertain to the Bank Secrecy Act in conjunction with the USA PATRIOT Act, Anti-Money Laundering and Customer Information Program.
Job Requirements
High school diploma or equivalent.
Cash handling experience.
Excellent customer service skills.
Good organizational and communication skills.
Ability to accurately handle and count money.
Basic computer skills and willingness to learn banking software programs.
Willing to learn banking regulations and procedure.
Ability to
Work in a fast-paced environment.
Maintain confidentiality.
Adhere to policies and procedures.
Work independently and as part of a team.
Manage multiple tasks simultaneously.
Prior Teller / Banking Customer Service Representative experience (Preferred)
