Customer Service Representative

2 months ago

Horseheads, United States Five Star Bank Full time
Purpose: The Customer Service Representative will be responsible for delivering a personalized and caring client experience, efficiently handling sales and service transactions, identifying financial needs, recommending products and services, and engaging business partners to improve the financial well-being of clients. The Customer Service Representative will have a thorough understanding of bank products and services as well as bank policies and regulations. This role will engage in sales and service activities, providing exceptional customer service for current and prospective clients.

Supervisory Responsibilities:

Degree of Supervision Received: Moderate

  • Supervision Received (title): Senior Branch Manager or Branch Manager
Degree of Supervision Given: None
  • Supervision Given to (Titles): N/A
Essential Functions:
  • Builds and expands banking relationships through proactive customer outreach.
  • Responsible for servicing, acquiring and deepening customer relationships.
  • Accountable for achieving individual and team sales and servicing goals.
  • Develop business and support servicing needs of customers.
  • Adapts to the needs of the office, providing customer service in both a transaction processing and sales role.
  • Proactively engaging customers in conversation about their financial needs
  • Demonstrated knowledge of all bank products and services and ability to accurately process deposits and lending applications and account opening transactions.
  • Engages customers through proactive advice-led consultation.
  • Assists in community events and actively participates in and supports FSB sponsored community initiatives, activities, and programs.
  • Maintains knowledge and compliance with the Bank's Code of Conduct and all policies and procedures.
  • Maintains knowledge of regulatory compliance and completes assigned compliance training
  • Introduces customers to alternative banking solutions including mobile banking, digital banking, and ATMs/ITMs
  • Processing transactions and other account servicing requests
  • Greets clients and prospective clients entering the office following established customer service guidelines.
  • Provides exceptional customer service and an outstanding banking experience by handling financial transactions accurately and professionally.
  • Maintains responsibility for a cash drawer and follows proper balancing procedures
  • Supports daily operations of the office to include processing night deposit bags, ATM deposits, balancing the vault, ATM, cash recycler, and cash advance machine, or other operational needs
  • Develops and maintains broad knowledge of products and services to support client needs
  • Refers complex customer needs to the appropriate team member/business partner
  • Introduces clients to digital banking solutions including mobile banking, digital banking, ATMs
  • Identifies and resolves client issues timely
  • Answers the phone within the office promptly and professionally
  • Ensures compliance with security and audit procedures
  • Understands and adheres to established policies and procedures
  • Maintains knowledge of regulatory compliance requirements and completes assigned compliance training
  • Demonstrate the standards and principles of the Five Star Bank experience in every interaction with internal and external customers, associates, and stakeholders. Incorporate the high-performance behaviors of teamwork, leading by example, and service in every facet of work.
Job Related Qualifications - Education and Prior Experience:

Required:
  • Education: High School Diploma or GED or equivalent business experience
  • Prior Experience: 1+ years of financial services experience in retail banking with demonstrated ability to process transactions and execute advice-led approach with customers to identify additional products and services
Competencies:
  • Excellent communication skills - in person and over the phone - with proven ability to personalize features and benefits of products/services to customers with varying needs.
  • Demonstrated knowledge of bank products and services
  • Familiar advice-led consultative approach to engaging customers and offering solutions.
  • Demonstrated ability to acquire new customers and open new business following operational procedures and requirements.
  • Experience fulfilling customer transaction and service requests.
  • Experience with banking systems and platforms
  • Experience fostering and developing strong customer relationships.
  • Strong desire to improve the financial well-being of customers by providing education and advice.
  • Excellent interpersonal and communication skills
  • A self-starter and strong organizational skills with the ability to multitask and prioritize.
  • Ability to thrive in a team environment.
  • Ability to learn and utilize new technology effectively and efficiently.
  • Ability to make personal connections, engage clients, be courteous and professional.
Physical Requirements:
  • Able to regularly stand for prolonged periods of time.
  • Able to regularly lift 1-10 lbs., occasionally lifting to 30 lbs.
  • Able to travel between office locations.
  • Extensive computer usage is required.
  • Moderate to extensive phone usage is required.
  • Ability to perform repetitive motions.
Other:
  • Work schedule: Varies with office needs and may include evenings and weekends.
  • Licenses or Accreditation: Registration with Nationwide Mortgage Licensing System Registry (NMLS) is required in accordance with SAFE Act requirements.
Benefits:
  • Medical, Dental, and Vision Insurance
  • Health Savings Account
  • Flexible Spending Account(s)
  • Company Paid Life Insurance, Long Term Disability, and Short Term Disability
  • Voluntary Offerings: Life, Critical Illness/Specified Disease, Accident, Hospital Indemnity & Personal Accident
  • Tuition Reimbursement
  • Employee Referral Program
  • Wellness Reimbursement Program
  • Star Volunteer Program
  • Employee Banking and Financial Perks
  • Paid Time Off (PTO)
  • Company Paid Holidays


The expected rate of pay for this position is shown above. Compensation offers are based on a wide range of factors including relevant skills, training, experience, education and, where applicable, licenses or certifications obtained. Market and organizational factors are also considered. In addition to your base rate of pay and a competitive benefits package, successful candidates may be eligible to receive cash or equity-based incentives based on the role and performance.

This job description is not exhaustive. The Customer Service Representative may be required to perform other duties as assigned.

  • Overnight Member Service Rep

    5 months ago

    Horseheads, United States Planet Fitness Horseheads Full time

    At Planet Fitness, we pride ourselves in creating a culture that empowers people to live a healthy lifestyle. Our goal is to assist our members and our employees to reach their full potential. We are currently looking for a high energy individual with a passion for helping others and a drive to succeed to join our team! The Overnight Closer (Customer...

  • Overnight Member Service Rep Horseheads

    6 months ago

    Horseheads, United States Planet Fitness Horseheads Full time

    At Planet Fitness, we pride ourselves in creating a culture that empowers people to live a healthy lifestyle. Our goal is to assist our members and our employees to reach their full potential. We are currently looking for a high energy individual with a passion for helping others and a drive to succeed to join our team! The Overnight Closer (Customer Service...

  • Sales Representative Opportunities with Growth

    3 weeks ago

    Horseheads North, New York, United States PepsiCo Full time

    PepsiCo Job DescriptionAt PepsiCo, we are looking for motivated and results-driven Sales Representatives to join our team. As a Sales Representative, you will play a key role in generating sales and delivering exceptional customer service to our large format accounts, such as supermarkets and Mass Merchants.Company OverviewPepsiCo is a leading beverage...

  • T-Mobile Retail Sales Associate

    1 month ago

    Horseheads, New York, United States GP Mobile Full time

    Key ResponsibilitiesAs a Retail Sales Representative for GP Mobile, you will be responsible for building relationships with customers, understanding their needs, and providing personalized solutions to meet their requirements.You will work closely with the team to ensure a seamless customer experience, resolve issues, and identify opportunities for...

  • Bar Service Professional

    1 month ago

    Horseheads, New York, United States Ruby Tuesday Full time

    Key Responsibilities:Ruby Tuesday is seeking a skilled Bartender to join our team. As a Bartender, you will be responsible for preparing and serving a variety of beverages to our guests in a fast-paced and dynamic environment. You will also be responsible for providing exceptional customer service and ensuring that our guests have a positive experience in...

  • Sales Rep

    3 months ago

    Horseheads, United States PepsiCo Full time

    PBNA $61,630 / yearGreat Pay. Great Benefits. Growth Opportunities.Target Pay of $61,630 Benefits -- Medical, vision and dental Company-provided retirement benefits Paid time off World class training and growth opportunities Are you ready to join a winning team?Pepsi Beverages North America (PBNA) is PepsiCo's beverage manufacturing, sales, and distribution...

  • T-Mobile Retail Sales Associate

    1 month ago

    Horseheads, New York, United States GP Mobile, An Authorized T-Mobile Retailer (Northeast) Full time

    Job OverviewAs a Retail Sales Representative at GP Mobile, an Authorized T-Mobile Retailer, you will be a brand ambassador who builds energy and excitement around our products and services. You will be passionate about the connected world and thrive in a fast-paced environment, where technology innovations, customer needs, and the Retail experience are...

  • Sales Associate

    6 months ago

    Horseheads, United States Childrens Place, Inc. Full time

    Location: Horseheads, New York Job Summary: The Sales Associate will be responsible for supporting the Store Leadership Team to achieve all company goals and initiatives. The Sales Associate will model and maintain excellent customer service with effective communication, product knowledge, and appropriate selling techniques. The Sales Associate will maintain...

  • Agent Passenger Services

    2 months ago

    Horseheads, United States WFS Full time

    Job SummaryAs an Agent, Passenger Service, you will be responsible for providing a wide range of customer service functions related to airport and passenger operations. This includes assisting passengers with reservations, tickets, baggage handling, and general travel information. You will ensure smooth boarding, deplaning, and ticket validation, while also...

  • Seasonal Support Driver

    1 month ago

    Horseheads, United States United Parcel Service Full time

    SHIFT YOUR FUTURE Seasonal Support Driver SHIFT YOUR TEAM Who exactly are UPS Seasonal Support Drivers? As a Seasonal Support Driver you’ll deliver packages throughout their communities, connecting with customers along the way while driving their own vehicle. This is a friendly, physically active crew who enjoy fast-paced work, being outdoors,...

  • Store Associate

    6 months ago

    Horseheads, United States JD Group Full time

    Come work for us!We are looking for dedicated employees to join our team to help our customers have the best experience possible every time they enter a JD Finish Line store.Our employees are key to our success.Position Title    Store AssociateSummary:  Performs sales and customer service tasks by performing the following duties.Sample...

  • Retail Department Manager

    3 weeks ago

    Horseheads, United States Ollie's Bargain Outlet, Inc. Full time

    Join our team and live the Ollie-tude!: (Ollie's Core Values) BE A TEAM PLAYER - Associates are expected to be supportive and work together. BE CARING - How do I treat others with courtesy, dignity, and respect? BE VALUE OBSESSED - Live the "good stuff cheap" mindset. BE COMMITTED - Operate with grit, passion, tenacity, and action. BE GROWING - How do we...

  • Seasonal Warehouse Worker

    1 month ago

    Horseheads, United States United Parcel Service Full time

    SHIFT YOUR FUTURE Seasonal Warehouse Worker UPS Quick Apply Applying for this role online is quick and easy – and you could even schedule your first day of work within 10 minutes!  The steps are simple:  1) Provide some basic information to start the application process. 2) Watch a short video to see what the job is like. 3) Complete...

  • Driver Helper

    3 weeks ago

    Horseheads, United States United Parcel Service Inc. Full time

    SHIFT YOUR FUTURE Seasonal Driver Helper SHIFT YOUR TEAM Who exactly are UPS Seasonal Driver Helpers? As a Driver Helper this is a position where you’ll ride along with a Package Delivery Driver in our famous brown trucks and help get packages of all shapes and sizes exactly where they need to be. It’s a lot of in and out of the truck, making...

  • Seasonal Warehouse Worker

    1 month ago

    Horseheads, United States United Parcel Service Full time

    SHIFT YOUR FUTURE Seasonal Warehouse Worker UPS Quick Apply Applying for this role online is quick and easy – and you could even schedule your first day of work within 10 minutes! The steps are simple: 1) Provide some basic information to start the application process. 2) Watch a short video to see what the job is like. 3) Complete our online...

  • Seasonal Warehouse Worker

    4 weeks ago

    Horseheads, United States United Parcel Service Full time

    SHIFT YOUR FUTURESeasonal Warehouse Worker UPS Quick Apply Applying for this role online is quick and easy – and you could even schedule your first day of work within 10 minutes!  The steps are simple:  1) Provide some basic information to start the application process. 2) Watch a short video to see what the job is like. 3) Complete our online...

  • Seasonal Warehouse Worker

    1 month ago

    Horseheads, United States United Parcel Service Full time

    SHIFT YOUR FUTURESeasonal Warehouse Worker UPS Quick Apply Applying for this role online is quick and easy – and you could even schedule your first day of work within 10 minutes!  The steps are simple:  1) Provide some basic information to start the application process. 2) Watch a short video to see what the job is like. 3) Complete our online...

  • Warehouse Package Handler

    4 weeks ago

    Horseheads, United States United Parcel Service Full time

    SHIFT YOUR FUTUREMake sure to apply with all the requested information, as laid out in the job overview below.Seasonal Warehouse Worker UPS Quick Apply Applying for this role online is quick and easy – and you could even schedule your first day of work within 10 minutes!  The steps are simple:  1) Provide some basic information to start the application...

  • Driver Helper

    3 weeks ago

    Horseheads, United States United Parcel Service Inc. Full time

    SHIFT YOUR FUTURE Seasonal Driver Helper SHIFT YOUR TEAM Who exactly are UPS Seasonal Driver Helpers? As a Driver Helper this is a position where you'll ride along with a Package Delivery Driver in our famous brown trucks and help get packages of all shapes and sizes exactly where they need to be. It's a lot of in and out of the truck, making deliveries,...

  • Driver Helper

    2 weeks ago

    Horseheads, United States United Parcel Service Inc. Full time

    SHIFT YOUR FUTURE Seasonal Driver Helper SHIFT YOUR TEAM Who exactly are UPS Seasonal Driver Helpers? As a Driver Helper this is a position where you’ll ride along with a Package Delivery Driver in our famous brown trucks and help get packages of all shapes and sizes exactly where they need to be. It’s a lot of in and out of the truck, making...