Senior Customer Service Representative
Listed on 2026-08-05
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Finance & Banking
Bank Customer Service
Senior Customer Service Representative
The Senior Customer Service Representative is responsible for retaining existing relationships and opening new deposit accounts in accordance with branch goals. This position is responsible for promoting and cross-selling bank products and services.
Essential duties and responsibilities include opening all consumer and business accounts and services, complying with all applicable regulations, policies and procedures, assessing customer needs and cross selling appropriate products and services, functioning as Teller, Teller Supervisor or Assistant Branch Manager as needed, supporting and contributing to the attainment of branch goals, referring new business to company subsidiaries, resolving customer concerns and ensuring effective and long term problem resolution, developing and building customer loyalty, following up on referrals made by other team members, assisting with loan origination and processing as needed, answering customer inquiries relating to products, rates and services, providing ancillary services such as notary services, responsible for tracking and monitoring of all required documentation, maintaining positive, friendly and professional attitude and appearance, adhering to work schedules, providing assistance to other retail staff on complex new account issues, participating in community activities and events, being required to work an alternative location within the region or market, completing required BSA/AML training and other compliance training as assigned, working in a constant state of alertness and in a safe manner, and performing any other related duties as required or assigned.
Qualifications include knowledge of a specialized field, equivalent of four years in high school, plus night, trade extension, or correspondence school specialized training, equal to two years of college, plus 2 years related experience and/or training, or equivalent combination of education and experience. Communication skills, mathematical skills, critical thinking skills, some outside banking related courses, intermediate spreadsheet, basic 10-key, payroll systems, word processing/typing.
Working conditions include being periodically exposed to noise, intermittent standing, walking, occasionally pushing, carrying, or lifting; but none are present to the extent of being disagreeable. Environmental conditions include the noise level in the work environment is usually moderate. Physical activities include semi-repetitive, low physical. Semi-repetitive type work which requires periods of concentration for varied time cycles as prescribed by the tasks.
While performing the functions of this job, the employee is continuously required to talk or hear; regularly required to stand, walk, sit, use hands to finger, handle, or feel, reach with hands and arms; frequently required to stoop, kneel, crouch, or crawl; an. The employee must frequently lift and/or move up to 50 pounds; regularly lift and/or move up to 25 pounds.
Specific vision abilities required by this job include close vision.
Additional information includes demonstrated sales ability required in banking or related field, general banking product knowledge required, and may be required to work an alternative location within the region or market.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
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