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Customer Service Representative
2 months ago
We are seeking a highly skilled and customer-focused Customer Service Representative to join our team at Liberty Savings Bank FSB. As a key member of our financial center, you will be responsible for providing exceptional service to our customers, handling banking transactions, and expanding customer relationships.
Key Responsibilities- Maintain and balance a cash drawer, perform ATM transactions, and assist with end-of-night balancing while following security protocol.
- Receive, post, pay out funds, payoffs, balances, and proofs customer accounts.
- Open new accounts for checking, savings, business accounts, IRA, and other types of accounts.
- Adhere to the Ask Program and customer onboarding process.
- Identify customer needs and recommend specific products and/or services using the CNA process.
- Expand customer relationships by making appropriate referrals, including mortgage and consumer loans.
- Perform account research and problem-solving as needed.
- Cross-train in other areas of the financial center, such as ATM, Vault, Safe Deposit, Wire Transfers, and other ancillary services.
- Assist with opening and closing the financial center.
- Contribute to the achievement of financial center sales/service goals by meeting/exceeding individual goals.
- Uphold customer satisfaction by supporting external and internal customers and answering questions/requests in a timely manner.
- Maintain customer confidence and protect operations by following the Privacy Policy and keeping information confidential.
- Comply with bank procedures and follow regulatory/operational/security guidelines.
- High school diploma or equivalent required.
- Minimum 1 year of customer service or cash handling experience/skills required.
- Able to communicate with individuals at all levels, provide superior customer service, and work well with others.
- Able to demonstrate a professional, courteous manner, present a well-groomed, business-like appearance, and use proper telephone etiquette/grammar.
- Able to work a flexible schedule and possess skills in accuracy, cash handling, and math.
- Basic computer skills and the ability to learn industry-related software required.
- Talking: Ability to express or exchange ideas by means of the spoken word.
- Hearing: Ability to receive detailed information through oral communication.
- Seeing: Ability to view a computer screen for an extended period and/or identify individuals visually.
- Standing: Ability to stand on feet for long periods of time.
- Walking: Ability to use feet and legs to move from one place to another, specifically in narrow/confined spaces.
- Finger dexterity: Ability to work with fingers for handling coins or other small objects and use a keyboard.
- Reaching: Ability to extend hand/arms in any direction to move/handle objects.
- Lifting: Ability to lift and/or move up to 25 pounds.