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Customer Service Representative

2 months ago


Bradenton, Florida, United States Liberty Savings Bank FSB Full time
Job Summary

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.
Requirements
  • 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.
Physical Demands
  • 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.