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Client services associate job

LegacyTexasPlano, TX
LegacyTexas jobs

Company

Salary

Skills

Company Description

Founded in 1952 and its Headquarters located in Plano, Texas. Legacy Texas Bank is a Community Bank in North Texas that serves locale enterprises, business owners, and families for over 60 years. Amassing over $8 billion assets and having offices in over 42 locations in the US - 19 of them are locations in North Texas, these numbers make them one of the biggest local banks in Texas. Legacy Texas provides services like commercial banking, business banking, consumer banking, and several other financial services through its mortgage division. Workers at Legacy Texas Bank are a family that works in the same direction of achieving the bank's vision and stay grounded by the values of the communities they live and work in. Interested applicants would be glad to know that Legacy Texas Bank has an exciting company culture and offers several great benefits like 401(k) Employee Stock Ownership, Health benefits, Education benefits, Paid time off to its employees. Open job openings positions available are Teller - Part-time and full-time, File maintenance Specialist, Bank Center Manager, and many more.

Job Description

This position is responsible for assisting our customers and addressing their concerns and inquires with the highest degree of courtesy and professionalism while providing a one call resolution; offering alternative solutions with the objective of retaining the customers’ business, and promoting the image of the Bank in a positive manner. PRIMARY DUTIES & RESPONSIBILITIES: Utilize operational systems to answer customer requests or inquiries regarding financial and non-financial transactions.Continually maintain working knowledge of all company products, services and promotions.Make recommendations to customers on products and services offered by the bank.Display problem-solving, listening, multitasking , and customer service skillsAttend various product knowledge and customer service training classes – both online and in a classroom settingTake ownership and ensure timely response and resolution of customer issuesAssist customers with technical questions related to our website, browsers, online banking, bill pay and other self-service customer service optionsAll other duties as needed or required. MINIMUM QUALIFICATIONS (EDUCATION, EXPERIENCE, & SKILLS): High school diploma or GEDTwo years of related experience in the customer service or financial services industry.Ability to identify needs and cross-sell products and servicesAvailability to work a flexible schedule which includes all hours of call center operation including SaturdaysExceptional verbal, written, and interpersonal communication skillsAbility to troubleshoot and problem solve to assist customersStrong ability to prioritize and multi-task essentialProficient with Microsoft Office SuiteEnsure compliance with established banking policies as well as State and Federal regulationsAbility to make appropriate judgments and decisions with limited guidanceAbility to maintain confidentiality and instill trust within the organization Our commitment to diversity and inclusion is helping us to create not only a great place to work, but also an environment where our employees, our customers and our communities can reach their goals and connect with each other. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or protected veteran status. We are an Equal Opportunity, Affirmative Action employer. Minorities, women, veterans and individuals with disabilities are encouraged to apply. Drug free work environment. #CB
Estimated annual salary
$44,340
average
Minimum
$30,878
Maximum
$52,786

TASKS

  • Correspond with customers and confer with coworkers to answer inquiries, discuss market fluctuations, or resolve account problems.
  • Document security transactions, such as purchases, sales, conversions, redemptions, or payments, using computers, accounting ledgers, or certificate records.
  • File, type, or operate standard office machines.
  • Perform clerical tasks, such as answering phones or distributing mail.

SKILLS

  • Reading ComprehensionUnderstanding written sentences and paragraphs in work related documents.
  • Active ListeningGiving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.
  • WritingCommunicating effectively in writing as appropriate for the needs of the audience.
  • SpeakingTalking to others to convey information effectively.

KNOWLEDGE

  • ClericalKnowledge of administrative and clerical procedures and systems such as word processing, managing files and records, stenography and transcription, designing forms, and other office procedures and terminology.
  • Economics and AccountingKnowledge of economic and accounting principles and practices, the financial markets, banking and the analysis and reporting of financial data.
  • Customer and Personal ServiceKnowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.
  • Computers and ElectronicsKnowledge of circuit boards, processors, chips, electronic equipment, and computer hardware and software, including applications and programming.

LegacyTexas

Type

Company - Private

Location

Multiple locations

Industry

Commercial Banking Companies

Founded

1952

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