Customer Service Rep (72918)

Essential Functions

• Assist with clients sales opportunities with additional activities related to service needs, based on customer needs of the branch.
• Use resources to conduct effective client conversations in person and on the telephone and open retail accounts.
• Provide financial solutions that meet client needs.
• Refer to other lines of business partners for additional solutions. Partners include, but are not limited to: Customer Care Representative, Mortgage, ELFI, Treasury Services, and Merchant Services.
• Cross-sell bank products and services based on customer needs, in accordance with the bank's program standards.
• Ensure compliance with internal controls, operational procedures, and risk management policies.
• Purse ongoing education of SouthEast Bank products, services, other lines of business, and federal regulations.
• Make proactive outbound calls to clients and prospects.
• Carry out other duties as requested or assigned.

Skills And Knowledge

• Tact and diplomacy in dealing with both customers and employees.
• Strong organizational, communication, and computer skills.
• Detail oriented.
• Knowledge of bank regulations.
• Pleasant telephone manner.
• Problem solving skills.
• Multitasking.

Requirements

• A high school diploma or equivalent, required.
• An associates or bachelors degree, preferred.
• Banking customer service experience, preferred.
• Retail banking experience, preferred.
• Maintain up-to-date knowledge of and adhere to all state and federal regulations that pertain to this position including but not limited to Bank Secrecy Act, Consumer Privacy and Fair Lending.
• Working knowledge of state and federal regulations including but not limited to Bank Secrecy Act, Consumer Privacy and Fair Lending along with industry best practices that pertain to this position.