Customer Service Representative II, Retail Banking
4 weeks ago
At HomeStreet, we are seeking a highly skilled and customer-focused Customer Service Representative II to join our Retail Banking team. As a key member of our team, you will be responsible for providing exceptional customer service, acquiring and retaining new and existing customer relationships, and expanding our customer base.
Key Responsibilities:- Interview and profile new and existing customers to recommend appropriate banking products and services.
- Partner with other business lines to identify sales opportunities and provide an outstanding customer experience.
- Open and close customer accounts, including checking, savings, money markets, certificates of deposit, and IRAs.
- Actively take advantage of sales opportunities, cross-selling bank products and services to new and existing customers.
- Participate in sales programs to generate new customers and meet referral goals.
- Maintain thorough knowledge of bank products and services.
- Provide exceptional customer service, resolving difficult situations with creativity, tact, and diplomacy.
- Support branch lobby management and participate in community events.
- Perform daily teller services, including processing deposits, withdrawals, holds, loan payments, and other related matters.
- Balance cash drawer independently and maintain cash over and short record within HomeStreet's compliance policy.
- Minimum of 2 years cash handling and customer service experience.
- Banking experience preferred.
- Demonstrated success in cross-selling banking services and products.
- Strong customer relations skills and ability to communicate and work well with employees and customers.
- Excellent written and oral communication skills.
- PC experience required, with proficiency in Word, Excel, and teller/bank software.
- Ability to work quickly and accurately, analyze information, and make decisions.
- Willingness to assume additional responsibilities and duties as they arise.
- Competitive salary and benefits package.
- Opportunities for career growth and professional development.
- A dynamic and supportive work environment.
- Recognition and rewards for outstanding performance.
We are an equal opportunity employer and welcome applications from diverse candidates. If you are a motivated and customer-focused individual who is passionate about delivering exceptional service, we encourage you to apply for this exciting opportunity.
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Everett, Washington, United States HomeStreet Full timeJob Summary:This position is responsible for acquiring, retaining, and expanding new and existing customer relationships. The Customer Service Representative II provides exceptional customer service by taking ownership of the customer experience from introducing the customer to HomeStreet Bank through profiling the customer, assessing their banking and...
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