Customer Service Representative

About the role

The Customer Service Representative is responsible for accurately and courteously meeting new and existing customer account needs. This role participates in daily branch activities including growth initiatives and goals, performs financial activities for customers, ensures operational compliance, delivers superior customer service, and supports bank-directed initiatives. May also be involved in community initiatives to develop relationships in the areas the Bank serves.

Responsibilities

• Actively build and develop customer relationships by identifying customer needs and making appropriate referrals or recommendations for Bank products and services in alignment with the Bank’s growth goals.
• Know the Bank’s range of products and services and identify opportunities to refer customers to other lines of business or vendors that may provide needed services.
• Perform customer inquiries or transactions, including opening and servicing consumer and business accounts and loan applications.
• Complete a variety of teller functions for customers in person, through the mail, or as assigned.
• Understand and follow Federal and State banking regulations and adhere to Bank policies, procedures, and security.
• Provide 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.
• Perform other duties as assigned.

Requirements

• 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.
• Punctuality with scheduled work and effective time management.
• Perform duties in a conscientious, cooperative manner.
• Maintain a professional appearance.
• Consistently treat others with respect, keep commitments, inspire trust, work ethically and with integrity, uphold organizational values, and accept responsibility for own actions.
• Commitment to achieving personal and team growth and success through an understanding of 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 operating a computer keyboard and working at a computer monitor.
• Must be able to sit or stand for extended periods while waiting on customers.
• Must be able to lift cash boxes and currency/cash bags of approximately 20 pounds.
• Requires periodic travel to-and-from locations within the Bank’s geographic area.
• Workspaces are generally comfortable and pleasant.

Pay

The budgeted salary range for this position is $21.00 to $23.00 per hour. Final compensation will be based on the candidate’s qualifications, experience, skills, internal equity, and business needs.