Bank Customer Account Representative

Title

Customer Account Representative

New Accounts

Director of Customer Service/Branch Manager/President

Salaried Non-Exempt

Responsible for processing all new account transactions by assisting customers in their selection of various accounts and financial services, and cross‑selling the Bank’s products and services.

• Customer Service
  
  Skills:
  
  Demonstrates professionalism and empathy in customer interactions from both internal and external customers
• Adaptability:
  Has the ability to learn and adapt quickly to new information and technology and can effectively relay those changes to the team
• Teamwork:
  Strives to build strong working relationships with those on their team as well as cross‑functional relationships
• Flexibility:
  Capable of handling multiple demands and can readily shift priorities
• Influence:
  Possess the capacity to be aware of, control, and express emotions, and to handle interpersonal relationships judiciously and empathetically
• Agility:
  Able to process information and move quickly through problem resolution
• Communication
  
  Skills:
  
  Comfortable and confident proactively engaging with and in conversation with different audiences

• Enhance customer experience and the reputation of the Bank by warmly and sincerely greeting, engaging, and developing relationships with retail partners and customers
• Provides efficient and courteous customer service, cross‑marketing products and services to generate new business for the financial institution when appropriate.
• Opens and maintains accounts offered by the financial institution.
• Prepares and maintains account paperwork, including signature cards, check orders, transfers and service charges.
• Keep up‑to‑date on Peoples Bank product knowledge and be able to explain in detail all bank products and services available to the customers
• Responsible for collecting information and filing debit card disputes
• Update and process all documents pertaining to new and existing accounts
• Initiate debit card orders and perform data entry for card maintenance
• Process documentation and perform data entry for closed, lost, stolen or destroyed debit cards
• Follow established processes and guidelines in daily activities and adhere to all applicable laws and regulations.
• Conduct and process wire transfers and wire agreements
• Ensure customers walk away educated about account benefits
• Answer telephones and transfer calls to the appropriate person
• Process check orders
• Escalate customer issues to the appropriate staff and management for resolution as needed
• Represent the bank in a professional manner during and outside of office hours
• Demonstrate flexibility to perform every other duty as assigned

• Good oral and written communication skills, as well as good product marketing skills
• Must be motivated, dependable and responsible
• Must be approachable and present a positive attitude
• Must be a self‑starter and able to work independently possessing good effective time management skills and ability to organize and prioritize
• Highly reliable with the ability to maintain regular attendance and punctuality
• Sensitivity to confidential information is required
• Aptitude for conflict resolution and problem solving
• Ability to learn new systems quickly and effectively

• High School Diploma or equivalent
• Relevant experience in banking or financial services a plus
• Prior related office experience preferred

• Prolonged periods of sitting at a desk and working on a computer
• Must be able to lift up to 15 pounds
• Able to hear average or normal conversations and receive ordinary information
• Use of hands to make small movements such as typing and picking up small objects
• Visual acuity necessary to prepare or inspect documents or products or open machinery

• Position requires candidate to present themselves in a professional manner, with respect to clothing, personal hygiene and appearance. These standards commensurate with our organizations practices of appropriate business conduct and professionalism.

• This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

Equal Opportunity Employer
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.