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About the Role
The Financial Service Representative (FSR) is responsible for providing exemplary customer service, answering customer questions, and assisting them in understanding and utilizing the bank's products and services. This role involves opening and servicing new and existing accounts, maintaining a teller cash drawer, and ensuring compliance with banking regulations.
Responsibilities
- Interview consumers desiring to establish a banking relationship.
- Maintain current knowledge of bank products and services.
- Open new accounts and service existing accounts for personal and commercial customers.
- Obtain consumer identification information as required per CIP and the USA Patriot Act.
- Obtain all required identification information and commercial documentation for business customers.
- Update customer files, signature cards, resolutions, etc. for bank records.
- Screen personal account holders via ChexSystems.
- Screen commercial accounts via FIS eAccess/ChexSystems online.
- Process ATM/Debit Card and check order requests.
- Establish and reset online banking access through NetTeller.
- Cross-sell bank products and services to new and existing bank customers.
- Open, close, and service certificate of deposits for personal and commercial customers.
- Process Individual Retirement Accounts (IRA) opening, closing, and transfer requests.
- Establish and update new account files.
- Maintain daily rate sheet.
- Serve as a Notary for bank customers and bank personnel (if approved).
- Maintain and operate a teller cash drawer.
- Assist bank customers with account deposits, check cashing, and savings and checking withdrawals.
- Process loan payments.
- Issue Cashiers checks and money orders.
- Keep records of money and negotiable instruments as required per banking regulations.
- Adhere to BSA regulations for reporting CTR, MIL, and SAR documentation.
- Answer general account questions for bank customers.
- Scan all proof work through Branch Capture and confirm all work has been balanced.
- Balance cash drawer at the close of the business day.
- File all proof work at the close of the business day.
- Open and close safe deposit boxes via FIS.
- Establish and update safe deposit box account files.
- Prepare new and updated safe deposit box contracts.
- Allow access to Safe Deposit Box Vault to customers.
- Complete entry tickets for customers accessing box and enter the data into FIS.
- Maintain current job knowledge and adhere to all bank policies and procedures.
- Practice quality teamwork to ensure the success of the bank.
- Answer telephones, answer questions, and direct callers to proper Bank personnel.
- Assume responsibility for various department functions in the absence of staff members or in overwhelming situations.
Requirements
- High school diploma or general education degree (GED) required.
- Bachelors degree preferred.
- Minimum of one (1) year teller experience.
- Two (2) years of new accounts experience or related experience and/or training.
- Work related experience should consist of a financial institution cash handling and customer service background.
- Educational experience should be business or financial industry related.
- Intermediate experience, knowledge and training in branch operation activities, terminology and products and services.
- Knowledge of related state and federal banking compliance regulations, and other Bank operational policies.
- Intermediate skills in computer terminal and personal computer operation; mainframe computer system; and word processing, spreadsheet and account opening software programs.
- Ability to accommodate reading documents or instruments, detailed work, problem solving, customer contact, reasoning, math, language, presentations, verbal and written communication, analytical reasoning, stress, multiple concurrent tasks and constant interruptions.
Skills
- Customer service
- Cash handling
- New accounts
- Teller operations
- Computer terminal operation
- Personal computer operation
- Word processing software
- Spreadsheet software
- Account opening software
- Notary services (if approved)
- Bilingual in Spanish (preferred)
Location
- Onsite
Work Type
- Full-time
- Non-exempt
Experience Level
- 1 year teller experience
- 2 years new accounts experience
Education Level
- High school diploma or GED
- Bachelors degree preferred
About the Company
- Third Coast Bank SSB