Customer Service Representative - Penco

This position is 100% in-office at the Penco Road Banking Center location.

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, a 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 all 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 the sales and service needs of the Banking Center.
• Develops and maintains working knowledge of the Bank's products and services.

Essential Functions

• Excellent Customer Service
• Perform Customer Transactions
• Operational and Security Proficiency
• Identify Referral Opportunities

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 to customers, clients, and other employees.
• Sound mathematical and analytical skills preferred.
• 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 the level of selling and successfully promoting products expected with the position.
• Excellent organizational skills and the ability to multi-task and be flexible.

Qualifications

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