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Home Flexible Job Board Customer Service Associate

Salary Unstated 5d ago

Customer Service Associate

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SYNERGY BANK

Thibodaux, LA, US

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Summary

The Customer Service Associate will serve as the face of the bank by providing exceptional customer service and building strong relationships. They are responsible for accurately processing daily banking transactions, managing cash operations, and supporting both new and existing account services.

Job Description

Job Details: Job Location: South Acadia - Thibodaux, LA, Position Type: 40 Hours Per Week, Education Level: High School Degree / Equivalent, Salary Range: Undisclosed, Travel Percentage: Negligible, Job Shift: Monday-Friday 7:30A-6:15P Saturday9A-12P,
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Build Relationships. Deliver Exceptional Service. Grow Your Banking Career.

Are you passionate about helping people, providing outstanding customer service, and ensuring every detail is handled accurately? If so, we'd love to meet you.

As a Customer Service Associate (CSA), you'll serve as the face of our community bank, helping customers with their daily banking needs while building strong relationships and providing personalized solutions. This role combines the responsibilities of a Bank Teller and Customer Service Representative, offering a dynamic opportunity to develop your banking and financial services career.

We're looking for individuals who thrive in a fast-paced environment, enjoy interacting with customers, have excellent attention to detail, and are willing to work a flexible schedule to meet the needs of our customers and team.

What You'll Do

Deliver Outstanding Customer Service

Welcome customers and create a positive banking experience with every interaction.
Assist customers in person and over the phone with a professional, friendly, and solution-oriented approach.
Identify customer needs and connect them with appropriate banking products and services.
Build lasting customer relationships through exceptional service and follow-up.
Resolve customer concerns efficiently while demonstrating empathy and professionalism.

Process Transactions with Accuracy

Accurately process deposits, withdrawals, transfers, payments, and check cashing transactions.
Verify customer identity, signatures, endorsements, and account information.
Process ATM deposits, night deposits, loan payments, utility payments, IRA contributions, HSA contributions, and other transactions.
Prepare official checks and maintain accurate transaction records.
Research and resolve transaction discrepancies promptly and accurately.

Support New and Existing Accounts

Open new consumer and business accounts.
Perform account maintenance and update customer records.
Assist customers with debit card services, wire transfers, online banking, business online banking, and account documentation.
Support customers with IRA, HSA, consumer, and business banking products.
Assist with safe deposit box administration and customer access.

Manage Cash and Balance Operations

Count, verify, and balance currency and coin throughout the day.
Balance teller drawers, ATMs, and vaults according to bank procedures.
Follow all cash handling and dual-control procedures.
Identify and resolve balancing discrepancies while maintaining a high degree of accuracy.

Support Branch Success

Collaborate with branch team members to ensure smooth daily operations.
Assist coworkers and contribute to a positive team environment.
Maintain an organized workstation and customer-friendly banking environment.
Participate in training and continuously develop banking knowledge and skills.

Maintain Compliance and Security

Adhere to all bank policies, procedures, and regulatory requirements.
Complete CTRs and other required documentation accurately and timely.
Comply with BSA, CIP, and related regulations.
Identify potential fraud, suspicious activity, and financial exploitation concerns.
Protect confidential customer and bank information at all times.

Qualifications:
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What We're Looking For

Required Qualifications

High school diploma or GED.
Minimum of six months of customer service experience.
Strong attention to detail and commitment to accuracy.
Ability to work a flexible schedule, including varying weekday hours and occasional Saturdays.
Excellent communication and interpersonal skills.

Preferred Qualifications

Teller, banking, retail banking, or financial services experience.
Experience opening new accounts or cross-selling products and services.
Sales experience with a customer-focused approach.
Coursework or education in business, finance, or related fields.
Familiarity with banking technology and software systems.

Key Skills for Success

Exceptional customer service and relationship-building abilities.
Strong attention to detail and organizational skills.
Accuracy with cash handling and transaction processing.
Ability to multitask in a fast-paced environment.
Professional verbal and written communication.
Problem-solving and conflict-resolution skills.
Ability to remain composed and productive under pressure.
Team-oriented mindset with a willingness to support others.
Basic computer proficiency, including Microsoft Office applications.

Physical Requirements

Ability to stand or walk for extended periods.
Frequent use of hands for cash handling and computer work.

About the company

SYNERGY BANK

At Synergy Bank, we believe that there is strength in community. We are deeply committed to fostering the growth, development, and prosperity of our area. Synergy Bank was formed specifically to address the unique needs of the people we serve — with the vision of banking for, by, and with the community.

To do this, our mission is to work with our customers to ensure that they consistently receive the most personal service, the best-targeted products, and the highest level of expertise that the banking industry has to offer.

Furthermore, our mission is to foster a working environment in which members of the community will want to work — to be a part of Synergy, not just as a customer, but as a team member. We respect and value each team member; not only as an employee, but also as a representative individual from the community we serve. In addition, we strive to faithfully represent the shareholders, who made Synergy possible.

Synergy was founded for our community by the industries and individuals that form our community. We recognize and embrace the fact that the strength of our association is derived from our diversity, much like our community itself.

**Synergy Bank is an Affirmative Action and Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.

Visit our Career Page: https://www.synergybank.com/connect/careers.html

Synergy Bank, Member FDIC.

Founded

1998

Company size

51-200 employees

Industry

Banking

Org type

Public Company

Headquarters

Houma, Louisiana

Apply Now

About the company

SYNERGY BANK

At Synergy Bank, we believe that there is strength in community. We are deeply committed to fostering the growth, development, and prosperity of our area. Synergy Bank was formed specifically to address the unique needs of the people we serve — with the vision of banking for, by, and with the community.

To do this, our mission is to work with our customers to ensure that they consistently receive the most personal service, the best-targeted products, and the highest level of expertise that the banking industry has to offer.

Furthermore, our mission is to foster a working environment in which members of the community will want to work — to be a part of Synergy, not just as a customer, but as a team member. We respect and value each team member; not only as an employee, but also as a representative individual from the community we serve. In addition, we strive to faithfully represent the shareholders, who made Synergy possible.

Synergy was founded for our community by the industries and individuals that form our community. We recognize and embrace the fact that the strength of our association is derived from our diversity, much like our community itself.

**Synergy Bank is an Affirmative Action and Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.

Visit our Career Page: https://www.synergybank.com/connect/careers.html

Synergy Bank, Member FDIC.

Founded

1998

Company size

51-200 employees

Industry

Banking

Org type

Public Company

Headquarters

Houma, Louisiana

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