Financial Services Representative

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Hourly Full-Time Personal Bankers Charleston, WV, US

7 days ago Requisition

City National Bank is a multi-award-winning and highly successful financial institution committed to delivering exceptional service to our customers
—and that commitment extends across every role in our organization. We’re looking for talented individuals who share our dedication to excellence and understand the vital role customer service plays in everything we do.

• Commitment to Excellence: We aim for excellence in everything we do. By joining our team, you’ll be part of an organization that constantly strives for innovation and improvement—always with the customer experience in mind.
• Career Growth Opportunities: We believe strongly in providing support for you to grow your skills and build a successful career. You will have opportunities to learn and advance within our organization with comprehensive training programs and ongoing professional development.
• Competitive Compensation and Benefits: In addition to a competitive salary, we offer paid time off, paid parental leave, medical, dental & vision coverage, and a 401(k) match.
• Strong Company Culture: Our employees are the heart of our organization. We foster a positive, inclusive culture where collaboration thrives and every team member contributes to delivering exceptional service—whether directly or indirectly supporting our customers.

Provides excellent customer service, ensuring that all customer needs are met. Manages lobby traffic and helps to reduce customer wait times. Serves as primary contact for resolving routine and complex problems on customer accounts. Demonstrates proficiency in handling a variety of tasks and responsibilities including the performance of the essential functions of a CSR as well as the ability to respond to the sales and service needs of bank customers.

The amount of time spent performing each function varies based on the personnel and traffic of each branch location. Primary focus is meeting the immediate needs of bank customers, while also looking for opportunities to enhance and expand relationships.

• Consistently executes City’s phone, platform and CSR service standards to provide excellent customer service
• Displays a positive and professional attitude at all times
• Actively promotes and sells the bank’s products and services to prospective and existing customers by using City’s customer conversation model to uncover customer needs
• Accurately processes routine banking transactions and service and maintenance requests including, but not limited to, check cashing, deposits, withdrawals, account transfers, loan payments and debit card disputes
• Maintains and balances a working cash supply
• Assists customers with routine maintenance and complex service issues; sees through to complete resolution
• Assists customers with loan applications, recommends appropriate loan structure, gathers required documents, submits package to retail loan department and closes retail loans as needed
• Meets minimum individual production levels for retail loans, checking accounts and mortgage referrals; actively contributes to branch goals
• Develops and maintains customer relationships; actively seeks referral resources from existing customers
• Refers customers to other departments and business partners appropriately
• Maintains an up to date knowledge of bank products and services
• Maintains general knowledge of the competitive environment
• Completes all training within predetermined time limits
• Adheres to all bank regulatory, audit, and compliance policies and procedures
• Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job

• High school diploma or equivalent
• Demonstrated sales and service skills
• Ability to multi-task, organize, and prioritize to ensure excellent customer service
• Displays professional dress and demeanor
• Personal computer proficiency
• Cash handling experience…