Customer Service Representative I (CUSTO012905)

Essential Duties And Responsibilities

• Opens new accounts including checking, savings, CDs, IRAs and other products offered by the bank.
• Complies with all applicable regulations, policies and procedures.
• Affords customer needs and cross-sells appropriate products and services.
• Functions as Teller, Sr. Teller or Teller Supervisor as needed.
• Supports attainment of branch goals.
• Refers new business to company subsidiaries, such as insurance, mortgage and brokerage.
• Resolves customer concerns and ensures effective and long-term problem resolution.
• Develops and builds customer loyalty.
• Follows up on referrals made by other team members.
• Provides assistance with loan origination and processing as needed.
• Responds to customer inquiries relating to products, rates and services.
• Provides ancillary services such as notary services.
• Responsible for tracking and monitoring of all required documentation.
• Maintains positive, friendly and professional attitude and appearance.
• Adheres to work schedules.
• May be required to work an alternative location within the region or market.

Qualifications

• High school or GED, plus specialized schooling and/or on the job education in a specific skill area; e.g. data processing, clerical/administrative, equipment operation, etc., plus 12 to 18 months related experience and/or training, or equivalent combination of education and experience.
• Communication Skills: Ability to effectively communicate information and respond to questions in person-to-person and small group situations with customers, clients, general public and other employees of the organization.
• Mental Skills: Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to apply concepts such as fractions, ratios, and proportions to practical situations.
• Critical Thinking Skills: Ability to utilize common sense understanding in order to carry out written, oral or diagrammed instructions. Ability to deal with problems involving several known variables in situations of a routine nature.