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Customer Service Representative
2 months ago
Job Summary
FAB&T is seeking a highly skilled and customer-focused Customer Service Representative to join our team. As a key member of our main branch, you will be responsible for providing exceptional service to our customers and potential customers, while also promoting and cross-selling bank products and services.
Key Responsibilities
- Utilize the Seven Step Retail Sales Process to establish deep relationships with new customers or to cross-sell and deepen relationships with existing customers.
- Perform teller transactions with accuracy to minimize teller outages.
- Responsible for opening consumer and business accounts and ensuring operational excellence is achieved.
- Committed to living FAB&T's core values and mission statement.
- Understand the mechanics of opening new accounts and teller duties and perform all essential duties with a high degree of expertise.
- Exhibit sales and service behaviors consistent with FAB&T's core values and profit objectives.
- Provide flawless service at all touchpoints within the branch.
- Share ways to mitigate service delivery weaknesses and exploit potential service strengths to differentiate FAB&T in the market.
- Support the attainment of branch goals.
- Collaborate with Retail Management, Training, Internal Audit, and Security on compliance issues and process improvement.
- Answer customer inquiries relating to products, rates, and services.
- Assess customer needs to cross-sell appropriate products and services.
- Refer new business to other areas within the bank, such as Mortgage, Credit Cards, and Wealth Management.
- Develop and build customer loyalty.
- Adhere to work schedules as directed by the Branch Manager.
- Maintain a positive, friendly, and professional attitude and appearance.
- Responsible for tracking and monitoring of all required documentation.
- Perform any other related duties as required or assigned.
Physical Activities
While performing the functions of this job, the employee is continuously required to talk or hear; regularly required to stand, walk, sit, use hands to finger, handle, or feel, reach with hands and arms; frequently required to stoop, kneel, crouch, or crawl; and occasionally required to climb or balance. The employee must occasionally lift and/or move up to 100 pounds; frequently lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, and color vision.
Additional Information
Understand and adhere to all compliance issues, attend training as required and related to this position, including but not limited to the Bank Secrecy Act, Privacy Act, US Patriot Act, and Security. FAB&T is an Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities.