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Customer Service Representative

2 months ago


Owatonna, Minnesota, United States Profinium Financial, Inc. Full time

Job Summary

We are seeking a highly skilled and motivated Client Experience Specialist to join our team at Profinium Financial, Inc. As a key member of our Personal Banking team, you will be responsible for providing exceptional customer service and support to our clients.

Key Responsibilities

  • Customer Service
    • Provide a high level of customer service and support to clients
    • Answer incoming calls and direct them to the proper department or person
    • Perform paying and receiving functions for clients, including cashing checks, taking deposits, withdrawals, and other payments
    • Assist clients with opening new accounts and their current account needs
    • Ensure that assigned cash balances are kept secure at all times
  • Retain/Expand/Attract (REA)
    • Support the overall REA effort and achieve team partnership results based on annual targets
    • Assist in the successful achievement of goals set for the branch and bank
    • Have a thorough understanding of the various products and services offered by the bank and effectively communicate their value to clients
  • Other
    • Assess emerging issues and potential liabilities
    • Provide support in the compliance function as needed
    • Assist in the support of other bank activities as required

Requirements

  • Education
    • High school degree or equivalent
  • Experience
    • 1-2 years of experience in a community bank or customer service environment
  • Skills
    • Dexterity to count money
    • Knowledge and expertise in multiple software packages, primarily focused in the Microsoft Office Suite
    • Numerical aptitude
    • Ability to maintain confidential information

Working Conditions

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.

Equal Opportunity Employer