Customer Service Representative - Findlay Downtown

This position is 100% in-office at the Findlay Downtown banking center.

About the role

Helps foster a positive work environment that inspires, motivates, challenges, supports, and provides ongoing recognition for exceptional performance. The Customer Service Representative (CSR) accepts and accurately processes transactions according to the Bank's policies and procedures. As the initial contact for new and existing customers, the CSR provides excellent customer service while identifying referral opportunities and performing account transactions. Determines the proper individual or line of business to handle referral opportunities and more complex customer service issues.

Responsibilities

• Personally models the standards of the Bank's Mission, Vision, and Pledge.
• Accepts and accurately processes all financial service transactions.
• Manages CSR cash drawer and follows proper balancing and cash handling procedures.
• Complies with and operates within security and audit procedures.
• Maintains confidentiality of employee information and customer business.
• Contributes in a team environment by answering incoming telephone calls and performing additional duties to support the success of the Banking Center.
• Meets established individual referral goals as assigned.
• Determines the appropriate individual or line of business to handle referral opportunities and more complex customer service issues; follows up to ensure customer needs are met.
• Completes outbound customer calls as needed to support sales and service needs.
• Develops and maintains working knowledge of the Bank's products and services.

Requirements

• High School Diploma or General Education Degree (GED) required.
• Minimum of 1 year of cash handling, sales, or customer service experience preferred.

Skills

• Ability to read and comprehend simple instructions, short correspondence, and memos.
• Ability to write simple correspondence.
• Ability to effectively present information in one-on-one and small group situations.
• Sound mathematical and analytical skills.
• Ability to interpret and follow written, verbal, and visual instructions, using sound judgment and common-sense decision-making.
• Ability to deal with problems involving several concrete variables in standardized situations.
• Strong product knowledge for selling and promoting products.
• Excellent organizational skills and ability to multi-task.
• Flexibility in adapting to changing priorities.