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TexasBank

Service Center Agent Tier I

Job Overview

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Employment Type

Full-time
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Compensation

Type:
Hourly
Rate:
Range $15.00 - $20.00
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Work Schedule

Standard Hours
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Benefits

Health Insurance
Dental Insurance
Paid Time Off
Retirement Plan
Employee Discounts
Training and Development
Employee assistance program

Job Description

TexasBank is a reputable financial institution headquartered in Fort Worth, Texas, known for its commitment to providing excellent banking services tailored to meet the diverse needs of its customers. Serving both business and retail clients, TexasBank has established itself as a trusted name in the financial sector through its customer-centric approach, innovative banking solutions, and community involvement. As a growth-oriented bank, TexasBank prides itself on fostering a workplace environment that encourages professionalism, continuous learning, and teamwork. The Fort Worth Branch represents a vital part of TexasBank's network, delivering localized services while upholding the bank's overall values and high standards of... Show More

Job Requirements

  • Proficiency in both English and Spanish
  • High School Diploma or equivalent
  • Two to three years of customer service experience ideally in a financial services environment such as mortgage servicing, retail banking or digital banking
  • Strong communication skills with a customer-centric approach
  • Basic problem-solving skills and ability to follow structured procedures
  • Ability to adapt to a dynamic and fast-paced work environment
  • Familiarity with banking systems and software preferably Jack Henry
  • Comfortable with using computers, mobile applications, and banking platforms
  • Ability to quickly navigate bank systems with training
  • Knowledge of regulatory requirements related to financial services
  • Detail-oriented with excellent organizational and multitasking abilities

Job Qualifications

  • Proficiency in both English and Spanish
  • High School Diploma or equivalent
  • Two to three years of customer service experience, ideally in a financial services environment such as mortgage servicing, retail banking or digital banking
  • Strong communication skills with a customer-centric approach
  • Basic problem-solving skills and ability to follow structured procedures
  • Ability to adapt to a dynamic and fast-paced work environment
  • Familiarity with banking systems and software, preferably Jack Henry
  • Comfortable with using computers, mobile applications, and banking platforms
  • Ability to quickly navigate bank systems with training
  • Knowledge of regulatory requirements related to financial services
  • Detail-oriented with excellent organizational and multitasking abilities

Job Duties

  • Provide Tier I support by addressing initial customer inquiries and resolving routine issues, including assistance with mortgage and commercial payment questions
  • Deliver comprehensive customer service across multiple channels including phone, chat, RingCentral, Banno messages, lead generation campaigns, and outbound calls
  • Verify customer identity using out-of-wallet and one-time passcode (OTP) questions in accordance with security and compliance standards
  • Initiate and manage the setup of online banking accounts for new and existing customers, ensuring accurate entry of account details and adherence to authentication and security protocols
  • Guide customers through the setup and management of online bill pay services, including adding payees, scheduling payments, and managing payment methods
  • Troubleshoot and resolve bill pay issues, such as payment processing errors, scheduling conflicts, or account linkage problems
  • Monitor online banking fraud detection systems and reports, promptly identifying, documenting, and escalating suspicious activity or anomalies

Job Qualifications

Experience

Mid Level (3-7 years)

Job Location

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