Customer Service Representative

Essential Functions

• Actively builds and develops customer relationships by identifying customer needs and making appropriate referrals and/or recommendations for Bank products and services in alignment with the Bank’s growth goals.
• Responsible for knowing the Bank’s range of products and services and identifying opportunities to refer customers to other lines of business and/or vendors that may provide needed services.
• Responsible for performing customer inquiries or transactions including but not limited to opening and servicing consumer and business accounts and loan applications.
• Completes a variety of teller functions for customers in person, through the mail, or as assigned.
• Understands and follows Federal and State banking regulations and adheres to Bank policies, procedures, and security.
• Provides professional, courteous, and efficient service to all internal and external customers as established by communicated expectations and in alignment with the Bank’s service standards.
• May be required to work in multiple locations regularly.

Education, Skills, And Experience Required

• A high school diploma or equivalent and a minimum of 1 or more years of experience in customer service, preferably in a banking environment; or equivalent combination of education and experience.
• Familiarity with computer applications.
• Superior customer service, excellent communication and organizational skills.
• Be punctual with scheduled work and use time appropriately.
• Perform duties in a conscientious, cooperative manner.
• Maintain a professional appearance.
• Able to consistently treat others with respect; keeps commitments; inspires the trust of others; works ethically and with integrity; upholds organizational values; accepts responsibility for own actions.
• Commitment to achieving personal and team growth and success through an understanding and commitment to the Bank's sales culture goals.
• Ability to participate in community activities on occasion.

Physical Requirements And Working Conditions

• Must be able to spend extended periods of time operating a computer keyboard and working at a computer monitor.
• Must be able to sit or stand for extended periods of time while waiting on customers.
• Requires periodic travel to-and-from locations within the Bank’s geographic area.
• Workspaces are generally comfortable and pleasant.