Financial Service Representative I

Essential Functions

The position of Financial Service Representative (FSR) is responsible for providing exemplary customer service to all bank customers. The FSR is responsible for answering questions and providing information upon request from bank customers and assisting them in understanding and utilizing the banks products and services. Opening and servicing new and existing bank customers accounts. The FSR will assist and support the Lobby Manager in leading other employees to meet and exceed excellent customer experience.

Maintain and operate a teller cash drawer in order to process customer transaction requests. Establish and maintain customer records in order to adhere to all banking regulations.

The Financial Service Representative must help assure compliance with all Bank policies and procedures, as well as, all applicable state and federal banking regulations.

JOB DUTIES

• New Accounts
  • Interview consumer(s) desiring to establish a banking relationship with Third Coast Bank SSB.
    • Responsible for maintaining current knowledge of bank products and services offered.
      • 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.
        • (Information must be obtained prior to opening an account.)
        • Obtain all required identification information and commercial documentation for business customers as required per CIP.
          • (Prior to opening a business account.)
          • Update customer files, signature cards, resolutions, etc. for bank records.
          • Screens personal account holders via ChexSystems.
          • Screens commercial accounts via FIS eAccess/ChexSystems online