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Customer Service Representative

2 months ago

Findlay, Ohio, United States First Insurance Group Full time
Customer Service Representative Job Description

**Job Summary:**

We are seeking a highly skilled and customer-focused Customer Service Representative to join our team at Premier Bank. As a key member of our Retail team, you will be responsible for providing exceptional service to our customers, processing daily transactions, and identifying opportunities to cross-sell our products and services.

**Key Responsibilities:**

  • Meet the needs of customers by providing accurate, personable, and efficient processing of all transactions in accordance with our Customer First philosophy.
  • Provide exceptional service with knowledge of all retail products and services.
  • Adhere to our Six-Step Experience guidelines with each customer interaction.
  • Maintain a balanced drawer within our Customer Service Performance Parameters.
  • Buy and sell currency from the vault as necessary, ensuring that teller drawer cash limits are not exceeded.
  • Examine checks deposited and determine proper funds availability based on regulation requirements and complete Hold Notices.
  • Assist in resolving customer issues by responding competently and consistently to both internal and external customer requests.
  • Recognize product and financial sales and service opportunities and refer to appropriate partners in Retail, Commercial, Wealth Management, Private Banking, and First Insurance Group.
  • Answer basic customer inquiries regarding interest rates, service charges, and account histories while complying with disclosure requirements, regulations, and consumer privacy policies.
  • Demonstrate a positive reflection of the organization in public through their actions and behaviors.
  • Maintain and ensure compliance standards by complying with all bank policies and procedures.
  • Coordinate service requests with other departments.
  • Complete other duties as assigned.

**Requirements:**

  • High school graduate or equivalent.
  • Previous cash handling or customer service experience preferred.
  • Excellent interpersonal, communication, and organizational skills.
  • Professional appearance, dress, and behaviors.
  • Problem-solving, critical thinking skills, and time management skills.
  • Detail-oriented and the ability to manage multiple initiatives in a timely manner.
  • Ability to operate related computer applications and business equipment.
  • Engage in completing the job-specific learning plan.
  • Knowledge of CSR policies and procedures, including various federal regulations.

**Work Environment:**

This job operates in a professional office environment. Work is normally performed in a typical interior work environment that does not subject the employee to any hazardous or unpleasant elements.

**Physical Requirements:**

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to speak or hear, stand or sit for long periods of time, open filing cabinets, walk, stoop or bend, use hands to handle or feel, and reach with hands and arms. The employee must frequently lift and/or move up to 10 pounds, occasionally lift and/or move up to 25 pounds, and complete tasks requiring manual dexterity. Ability to drive a vehicle for travel is required for the position.