Bank Customer Account Representative

Title: Customer Account Representative
Department: New Accounts
Reports to: Director of Customer Service/Branch Manager/President
FLSA: Salaried Non-Exempt
Summary:
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.

Job

Skills:


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…