Customer Service Representative Job Marathon area,Florida USA,Finance & Banking

Position: Customer Service Representative I

Marathon - Main
11290 Overseas Hwy
Marathon, FL 33050, USA

Job Overview

The Customer Service Representative I (CSR) retains existing relationships and establishes new deposit accounts in accordance with branch goals. The CSR promotes and cross‑sells bank products and services.

Responsibilities

Open new accounts including checking, savings, CDs, IRAs and other products offered by the bank.

Comply with all applicable regulations, policies and procedures.

Assess customer needs and cross‑sell appropriate products and services.

Function as Teller, Senior Teller or Teller Supervisor as needed.

Support attainment of branch goals.

Refer new business to company subsidiaries, such as insurance, mortgage and brokerage.

Resolve customer concerns and ensure effective, long‑term problem resolution.

Develop and build customer loyalty.

Follow up on referrals made by other team members.

Assist with loan origination and processing as needed.

Answer customer inquiries relating to products, rates and services.

Provide ancillary services such as notary services.

Track and monitor all required documentation.

Maintain a positive, friendly and professional attitude and appearance.

Adhere to work schedules.

Complete required BSA/AML training and other compliance training as assigned.

Maintain a constant state of alertness and a safe manner of work.

Perform any other related duties as required or assigned.

Qualifications

Education and Experience: High school or GED, plus specialized schooling and/or on‑the‑job education in a specific skill area; e.g., data processing, clerical/administrative, equipment operation, etc., plus 12 to 18 months related experience and/or training, or equivalent combination of education and experience.

Communication

Skills:

Ability to effectively communicate information and respond to questions in person‑to‑person and small group situations with customers, clients, the general public and other employees.

Mathematical

Skills:

Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to apply concepts such as fractions, ratios, and proportions to practical situations.

Critical Thinking

Skills:

Ability to utilize common sense understanding to carry out written, oral or diagrammed instructions. Ability to deal with problems involving several known variables in routine situations.

Required Certificates, Licenses, Registrations: None

Preferred Certificates, Licenses, Registrations: Some outside banking related courses preferred.

Software

Skills Required:

Intermediate:
Spreadsheet

Working Conditions

Somewhat disagreeable. Continuously exposed to one or two elements such as noise, intermittent standing, walking; occasional pushing, carrying, or lifting. Noise level is usually moderate.

Physical Activities

Semi‑repetitive, low physical. Requires periods of concentration for varied time cycles. Employee must frequently lift and/or move up to 50 pounds; regularly lift and/or move up to 25 pounds. Must be able to stand, walk, sit, use hands to finger, handle, or feel, reach with hands and arms; frequently stoop, kneel, crouch, or crawl.

Additional Information

Demonstrated sales ability a plus.
May be required to work an alternative location within the region or market.

Equal Opportunity Employer

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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