Customer Service Representative

Responsibilities

• Conduct relationships and activities consistent with established bank policies, procedures and systems, the corporate Code of Conduct, Bank Secrecy Act and all applicable State and Federal laws and regulations.
• Provide a consistent legendary experience which includes uncovering customer's needs in a customer-centric manner and offering solutions of various bank products and services to meet customer's 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 in 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 on-going training and development.