Customer Service Representative

2 days ago


Saratoga Springs, New York, United States Citizens Full time
About the Role

We are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative. As a key member of our branch team, you will play a vital role in delivering exceptional customer experiences and helping our customers achieve their financial goals.

Key Responsibilities
  • Greet and Assist Customers: Provide personalized service to our customers, answering their questions and addressing their concerns in a professional and courteous manner.
  • Process Transactions: Accurately and efficiently process customer transactions, including cashing checks, processing withdrawals and deposits, and handling other financial services.
  • Offer Financial Solutions: Identify opportunities to offer our customers financial solutions and products that meet their needs, and provide personalized advice and guidance to help them achieve their financial goals.
  • Meet Sales Goals: Meet or exceed quarterly sales goals by referring customers to our banking products and services.
Requirements
  • High School Diploma or Equivalent: A high school diploma or equivalent is required for this role.
  • Customer Service Experience: A minimum of 1 year of customer service experience is required, with a proven track record of delivering exceptional customer service.
  • Strong Communication Skills: Excellent verbal and written communication skills are essential for this role, as you will be interacting with customers and colleagues on a regular basis.
  • Ability to Work in a Fast-Paced Environment: You must be able to work in a fast-paced environment and adapt to changing priorities and deadlines.
Preferred Qualifications
  • Previous Banking Experience: Previous experience in the banking industry is preferred, but not required.
  • Knowledge of Financial Products: Knowledge of our financial products and services is a plus, but not required.
What We Offer
  • Competitive Pay and Benefits: We offer a competitive salary and benefits package, including medical, dental, and vision coverage, as well as a 401(k) plan with corporate match.
  • Opportunities for Advancement: We offer opportunities for advancement and professional growth, with a clear path for career development and advancement.
  • Collaborative Work Environment: We have a collaborative and supportive work environment, with a team-oriented culture that values diversity, equity, and inclusion.


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