Client Service Representative

2 weeks ago


Huntington, West Virginia, United States Burke & Herbert Bank & Trust Full time
Job Overview

Education Requirements: High School Diploma or GED

Experience or Skill Requirements:

  • Comfortable and confident in a sales and service environment
  • Ability to collaborate effectively with fellow Customer Service Tellers and Customer Service Representatives
  • Exhibit a professional demeanor and possess strong interpersonal skills
  • Proficient in computer operations, typing, mathematics, attention to detail, and active listening

Key Responsibilities:

  • Deliver exceptional customer service during client interactions
  • Ensure all clients receive a warm welcome upon entering the branch
  • Manage the lobby efficiently to identify and meet client needs
  • Conduct routine banking transactions including deposits, payments, and issuing checks
  • Contribute to branch sales and referral goals by identifying opportunities
  • Assist clients with various account inquiries and maintenance, including online services
  • Adhere to company policies and procedures
  • Follow operational protocols to safeguard customers and bank assets
  • Accurately complete necessary documentation to ensure quality service delivery
  • May serve in specialized roles as assigned, such as vault or ATM management
  • Uphold the commitment to 'Service Beyond Expectations' through defined principles
  • Opportunity for cross-training in Customer Service Representative roles.
  • Other responsibilities as assigned.

Relationships:

  • Collaborate closely with the Community Bank Manager
  • Work alongside branch staff and headquarters employees
  • Contribute to maintaining the safety and security of the branch
  • Play a vital role in the team, fostering collaboration and supporting colleagues to enhance service quality.

Burke & Herbert Bank & Trust is committed to providing equal employment opportunities in all aspects of employment. All employment decisions are made without regard to race, color, religion, age, sex (including pregnancy, sexual orientation, or gender identity), national origin, disability status, genetics, protected veteran status, or any other characteristic protected by federal, state, or local laws.



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