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Customer Service Representative III, Retail Banking
2 months ago
This role is responsible for delivering exceptional customer service and building strong relationships with customers in the retail banking sector. The successful candidate will have a strong understanding of banking products and services, as well as excellent communication and interpersonal skills.
Key Responsibilities- Provide personalized service to customers, responding to their needs and resolving any issues in a timely and professional manner.
- Develop and maintain a thorough knowledge of HomeStreet Bank's products and services, including deposit accounts, loans, and investment products.
- Work closely with other business units to identify sales opportunities and provide an outstanding customer experience.
- Process complex transactions, such as account changes and loan applications, in accordance with HomeStreet's policies and procedures.
- Originate consumer loans and act as a customer advocate to ensure prompt processing.
- Open and close customer accounts, including checking, savings, and money market accounts.
- Participate in sales programs to generate new customers and meet referral goals.
- Minimum of 3 years' experience as a Customer Service Representative or equivalent, with a proven track record of delivering exceptional customer service.
- Strong knowledge of banking products and services, including deposit accounts, loans, and investment products.
- Excellent communication and interpersonal skills, with the ability to work well with customers and colleagues in a fast-paced environment.
- Ability to work independently and as part of a team, with a strong focus on customer satisfaction.
- High school diploma or equivalent required; associate's or bachelor's degree preferred.
HomeStreet Bank offers a comprehensive benefits package, including medical, dental, and vision coverage, as well as a 401(k) plan with employer match. Employees also enjoy a generous vacation and sick leave policy, as well as opportunities for professional development and advancement.
