Customer Service Representative

2 weeks ago

McLean, United States EagleBank Full time
Overview

We are a values driven organization putting Relationships FIRST. EagleBank (NASDAQ - EGBN) is focused on being Flexible, Involved, Responsive, Strong, and Trusted. By prioritizing meaningful connections with our customers, employees, and shareholders, we relentlessly deliver the most compelling, valuable service to our customers.

EagleBank is committed to inclusion, equity, and respect. We celebrate diversity and intentionally seek out opportunities to learn from one another's experience. We believe employees are essential to the building of relationships and we prioritize investing in employee growth and wellbeing. Employee involvement is fostered through resource groups, mentorship programs, community service, and scholarship opportunities for continued education. With features including maternity and parental leaves, wellness discounts, healthcare premium sharing, employer funding in your HSA account, and 100% 401(k) matching up to 4%, we pride ourselves in the ways we support our internal relationships.

The success of this position is reliant on face-to-face interaction and requires 100% on-site work.

Responsibilities

The Customer Service Representative establishes, retains and deepens relationships with new and existing clients. Provides quality service to internal and external clients through effective and professional written and verbal communication. Processes teller transactions and balances cash accurately and efficiently. Resolves basic service issues by maintaining a developed working knowledge of basic bank products and services while referring more complex requests to appropriate colleagues or departments. Possesses strong knowledge of the platform and teller systems. Proactively and reactively contacts clients to identify additional banking needs to strengthen client relationships and meet cross-sell goals. Serves as main point of contact for client problem resolution. Complies with policies, procedures, rules and regulations, and completes training requirements as warranted for the position.

MAJOR DUTIES AND RESPONSIBILITIES:
  • Consistently provides excellent customer service when opening deposit accounts, when servicing, performing account maintenance and establishing account related services.
  • Receive and accurately process deposits, withdrawals, and other financial related transactions (loan payments, cashier's checks, etc) to customers. Accurately balance teller cash drawer and transactions daily and maintain high degree of accuracy with the processing of transactions.
  • Follow all policies and procedures as they pertain to the performance of the position (Teller Manual, Opening New Accounts, Security, BSA, etc).
  • Answer basic questions regarding EagleBank products and services. Responsible for recognizing and referring sales opportunities.
  • Ensures proper completion of CTR's, balancing of the ATM, Night Drop deposits and balancing TCR as applicable.
  • Follows and remains current on all policies, procedures and applicable regulations that pertain to handling of customer accounts, security, compliance and internal control guidelines.
  • Responsible for contributing to assigned branch cross-sell and product sales and participates in outbound sales call activities.
  • Assist with daily Branch opening procedures to ensure that the branch is open on time and ready to conduct business. Assist with Branch closing procedures.
  • Assist BM/BSM with preparation of monthly audit package.
  • Assist with branch vault and cash supply, when applicable. Prepares, receives, and processes cash shipment per procedures, ensuring adequate currency supplies at all times.
  • Assist with duties performed under dual control, customer inquiries , account research, check orders, etc. May act as back-up to vault custodian as needed.
  • Masters the use of TellerInsight, IBS, Deposit Origination and SRM processing.
  • Timely completion of required training.
Qualifications

Requirements:
  • High School Diploma or equivalent.
  • 1 year cash handling.
  • 2 years Platform/Opening/Servicing/Closing Accounts or equivalent internal EagleBank branch banking.
  • Knowledge of Platform and Teller system.
  • Exhibits professionalism with internal and external customers.
  • Knowledge of deposit products and services.
  • Knowledge of banking regulations, policies, and procedures.
  • Basic knowledge of MS Office products.


Don't meet all the requirements? We encourage you to still apply if you think you are the right person to join our community. We are always interested connecting with people inspired by our mission and values. If you aren't hired for this position, your resume will remain available for the next year and might be considered for future openings. Note: You can update your resume as often as needed.

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