Customer Service Representative

Position Summary

This position offers an exciting opportunity for candidates who enjoy developing relationships with customers by identifying ways to meet their financial needs and assist in resolving customer sales and service inquiries that lead to improved satisfaction and sales.

• Provide a consistent legendary experience which includes uncovering customers’ needs in a customer‑centric manner and offering solutions of various bank products and services to meet customers’ financial needs.
• Answer questions, give explanations, and solve problems for customers face‑to‑face, over the phone and through correspondence.
• Accurately and efficiently process customer transactions through account opening and account maintenance of both personal and business accounts.
• Assist branch with achieving goals. Actively participate in the sales program; attend appropriate sales training; utilize sales program initiatives; work with manager to set sales goals and make every effort to reach targeted goals. Make referrals to other business units for traditional and non‑traditional banking products and services.
• Achieve required levels of outbound phone calls to customers to help grow and retain relationships.
• Participate in ongoing training and development.
• Other duties as assigned.

• High school education or equivalent.
• Possess good judgement and strong organizational skills; ability to manage multiple responsibilities, prioritize, research and solve problems, pay attention to detail, and handle confidential information.
• Strong interpersonal relations with the ability to work with customers and employees in a cooperative manner using excellent verbal, listening and communication skills.
• Provide legendary service that exceeds expectations at every opportunity.

• Entry level

• Full‑time

• Other