ValueBank Texas

Organizational Relationships:  Maintain open communication with customers, co-workers, supervisors, and management providing professional and courteous service.

External Relations: none

BASIC FUNCTION

Answer telephone inquiries and assist customers with their accounts over the phone while performing various other clerical duties.

SPECIFIC RESPONSIBILITIES

• Answer telephone inquiries and accurately assist customers with their accounts, while maintaining a positive and friendly attitude.
• Enroll and handle customer issues with Internet Banking
• Prepare account statements for mailing and delivery via e-mail
• Review and contact customers regarding possible fraud on debit cards
• Review Large Items daily
• Review New Accounts and Closed Accounts to ensure all coding completed
• Review and file daily reconcilements
• Other duties as assigned.

JOB SPECIFICATIONS

EDUCATION:    High School Graduate or Equivalent.

EXPERIENCE:  One-year experience in bookkeeping environment and customer service skills.

SKILL:                10-key by touch, Word and Excel Spreadsheets.

WORKING CONDITIONS

Office environment, high exposure to computer usage, occasional lifting of boxes up to 25 pounds.  Ability to multi-task and handle frequent interruptions from current tasks.

EOE/Minorities/Females/Disability/Vet/Drug-Free Workplace