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Branch Customer Service and Sales Representative

Job in Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listing for: Jobtailor
Full Time position
Listed on 2026-09-12
Job specializations:
  • Customer Service/HelpDesk
    Customer Service Rep
Salary/Wage Range or Industry Benchmark: 32000 - 42000 USD Yearly USD 32000.00 42000.00 YEAR
Job Description & How to Apply Below
  • Greet, service, and support members
  • Promote and sell membership, travel products, select banking products, and other ACG offerings
  • Generate leads and share travel and insurance specials
  • Provide travel information
  • Conduct outbound promotional calls for insurance and travel products
  • Respond to member inquiries and help resolve complaints
  • Refer complex questions or concerns to senior staff, agents, or management
  • Process payments for insurance policies, travel products, tickets, and travel money products
  • Handle remittance/depository transfers and balance the cash drawer
  • Provide administrative support to travel and insurance sales staff during peak periods
  • Participate in office activities supporting branch goals
  • Perform other duties as assigned
Requirements
  • High School Diploma or equivalent
  • Experience working in a customer-focused environment and delivering timely, helpful solutions
  • Ability to take personal responsibility, use good judgment, and seek solutions when challenges arise
  • Comfortable using Microsoft Office applications and learning workplace technology
  • Ability to multitask and prioritize work effectively
  • Effective verbal and written communication
  • Ability to work collaboratively in a team environment
  • Ability to perform basic mathematical calculations accurately for monetary transactions
  • Ability to work under pressure in a high-volume, fast-paced customer service environment
  • Ability to work irregular hours, including holidays and weekends
  • Ability to participate in community events when needed
  • Regular and reliable attendance
  • Consent to a background and drug screen if offered employment
Core Competencies

Demonstrates strong customer service skills by effectively greeting and supporting members, promoting products, and resolving inquiries. Proficient in handling monetary transactions and providing administrative support in a fast-paced environment.

Highest-signal resume keywords
  • Customer Service Experience
  • Effective Communication
  • Microsoft Office Proficiency
  • Multitasking Ability
  • Basic Mathematical Calculations
Hard Skills
  • Payment Processing
  • Lead Generation
  • Travel Information Provision
  • Outbound Calling
  • Cash Drawer Balancing
Soft Skills
  • Problem Solving
  • Team Collaboration
  • Personal Responsibility
  • Judgment
  • Time Management
Certifications & Qualifications
  • High School Diploma
Industry Keywords
  • Membership Sales
  • Travel Products
  • Insurance Products
  • Customer-Focused Environment
  • Community Events
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