Customer Service Representative

EQUAL OPPORTUNITY EMPLOYER, INCLUDING DISABILITY/VETS

Summary Description

Provides excellent customer service while performing efficient and accurate banking transactions in accordance with bank policies and procedures. Assists customers with routine service requests. Identifies and acts on referral opportunities for new products by recognizing customer needs.

Essential Functions

• Accurately processes routine bank transactions including but not limited to check cashing, deposits, withdrawals, account transfers and loan payments
• Consistently executes customer service standards to provide excellent customer service, resolve problems, and identify customers’ financial needs
• Maintains and balances a working cash supply
• Displays a positive and professional attitude at all times
• Maintains current knowledge of bank products and services
• Works closely with manager and branch team to generate new business
• Seeks opportunities to refer to other lines of business to include mortgage, cash management, commercial and trust
• Actively participates in branch campaigns and incentives
• Completes all training within predetermined time limits
• Adheres to all bank regulatory, audit, and compliance policies and procedures
• Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job

Position Requirements

• High school diploma or equivalent
• 1-2 years of retail/customer service experience, with sales experience preferred
• Displays professional dress and demeanor
• Personal computer proficiency
• Cash handling experience preferred
• Typically the employee may sit to perform work; however, there may be some standing, walking, bending and lifting 5–10 lbs
• Work is generally performed indoors in environmentally-controlled conditions

Critical Skills / Expertise

• Excellent customer service and sales skills
• Excellent oral communication and listening skills
• Knowledge of (or ability to learn) the bank’s operating systems, policies and procedures