Customer Service Representative

Responsibilities

• Greet customers as they enter the Bank and direct them to the proper department or individual.
• Absorb the needs of the customer, explain the different types of accounts available and assist in the selection of the appropriate product/service for all personal and business customers.
• Open and update personal and business accounts by following proper bank procedures and CIP Policy.
• Gather the required information and documents for opening and maintaining personal/business accounts and related products.
• Actively participate in STEP program; attend appropriate sales and STEP training; utilize STEP program initiatives; work with manager and other team members to make every effort to reach targeted goals.
• Make qualified referrals thru iStep to other departments.
• Participate in sales program to generate new customers and maintain up to date customer assessment records to assist in follow up calls.
• Maintain a neat and orderly work area and ensure that all cash, negotiable and confidential records are secured and/or disposed of properly.
• Acquire and maintain thorough knowledge and understanding of compliance and regulatory issues relating to customer service areas (i.e. Bank Secrecy Act, Regulations CC, E, DD, P, etc.) evidenced by appropriate application of these regulations in day-to-day operations.
• Acquire and maintain a thorough understanding of security procedures; practice established procedures and understand role in case of a robbery and know proper post-robbery procedures.

Qualifications

• Must work assigned Saturdays and may work at other branches as needed.
• Ability to work quickly and accurately, analyze information and make decisions.
• Attend all required training.
• Willingness To Assume Additional Responsibilities/duties/projects As They Arise.

Skills

• Customer service standards
• Bank policies, procedures and systems
• Corporate code of conduct
• Bank Secrecy Act
• State and Federal laws and regulations