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Customer Service Representative

2 months ago


Bethesda, Maryland, United States Trustar Bank Full time
Job Summary

Trustar Bank is a community-focused financial institution seeking an experienced Customer Service Representative to join our team. As a Universal Banking Representative, you will be responsible for providing exceptional customer service, processing transactions, and building strong relationships with clients.

Key Responsibilities
  • Customer Service: Provide prompt, efficient, and accurate service to clients, establishing a rapport to ensure they feel welcome in the branch.
  • Transaction Processing: Process client financial transactions in an accurate and timely manner, balancing daily transactions and cash in accordance with established Bank policy and procedures.
  • Needs Assessment: Ask open-ended questions to identify customer needs and extend solutions based on knowledge of Trustar Bank products and services.
  • Account Management: Professionally provide timely and accurate responses to client inquiries, perform account opening and servicing with confidence and precision.
  • Administrative Support: Assist with various administrative daily and monthly activities to ensure the branch consistently complies with all Bank policies and procedures.
  • Sales and Service: Support the Branch in all sales, service, and community-related initiatives.
Requirements
  • Education: High school diploma or equivalent.
  • Experience: At least one to two years of banking experience in a teller or new accounts position.
  • Skills: High level of interpersonal and verbal skills, good math aptitude and reasoning skills, working knowledge of Microsoft Office applications, and ability to function as an effective team member.
Working Conditions

Continuous daily contact with customers and the public performing recurring tasks, close daily contact with peers, manager, and other bank employees. Work schedules may include evening and Saturday hours.