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Customer Service Representative

2 months ago

Batesville, Indiana, United States ArkansasBride Full time
Job Summary

We are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative. In this role, you will be responsible for building and maintaining strong relationships with our customers, providing exceptional service, and promoting our banking products and services.

Key Responsibilities
  1. Open new accounts, including checking, savings, CDs, IRAs, and other products offered by the bank.
  2. Comply with all applicable regulations, policies, and procedures.
  3. Assess customer needs and cross-sell appropriate products and services.
  4. Function as a Teller, Sr. Teller, or Teller Supervisor as needed.
  5. Support the attainment of branch goals.
  6. Refer new business to company subsidiaries, such as insurance, mortgage, and brokerage.
  7. Resolve customer concerns and ensure effective and long-term problem resolution.
  8. Develop and build customer loyalty.
  9. Follow up on referrals made by other team members.
  10. Assist with loan origination and processing as needed.
  11. Answer customer inquiries relating to products, rates, and services.
  12. Provide ancillary services, such as notary services.
  13. Track and monitor all required documentation.
  14. Maintain a positive, friendly, and professional attitude and appearance.
  15. Adhere to work schedules.
  16. Complete required BSA/AML training and other compliance training as assigned.
Requirements

To be successful in this role, you will need:

  • High school or GED, plus specialized schooling and/or on-the-job education in a specific skill area.
  • 12 to 18 months of related experience and/or training, or an equivalent combination of education and experience.
  • Ability to effectively communicate information and respond to questions in person-to-person and small group situations.
  • Ability to calculate figures and amounts, such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume.
  • Ability to utilize common sense understanding to carry out written, oral, or diagrammed instructions.
Preferred Qualifications

Some outside banking-related courses are preferred.

Working Conditions

This role requires working in a somewhat disagreeable environment, with continuous exposure to noise, intermittent standing, walking, and occasional pushing, carrying, or lifting.

Environmental Conditions

The noise level in the work environment is usually moderate.

Physical Activities

This role requires semi-repetitive, low-physical work, with periods of concentration for varied time cycles.