Customer Service Representative
4 days ago
Job Summary:
The Customer Service Representative serves as the primary point of contact for customers and non-customers, providing exceptional service throughout the interaction. This role involves performing a variety of customer transactions, providing information, resolving issues, and identifying opportunities to strengthen the customer relationship through the suggestion of other bank products and services.
Key Responsibilities:
- Accept and accurately process all financial transactions.
- Maintain responsibility for cash drawer and follow proper balancing procedures.
- Work on assignments that are semi-routine in nature, recognizing deviations from accepted practice.
- Provide excellent customer service by answering and assisting customer questions and concerns.
- Cross-sell other bank services and refer customers to other departments to achieve goals set by management.
- Learn and maintain knowledge of products, fees, and policies, staying current on offerings to make product suggestions.
- Demonstrate compliance with all bank regulations for assigned job functions that apply to designated job responsibilities.
- Understand and adhere to all bank policies, laws, and regulations applicable to their role. Complete compliance training; follow internal processes and controls as required.
- Report all compliance issues, violations of law or regulations in accordance with the steps defined in bank policies.
- Regular and reliable attendance is an essential function of this position.
- Perform other job-related duties as assigned.
Requirements:
- High school diploma.
- Cash handling experience preferred.
- Accuracy and attention to detail.
- Previous sales and customer service experience preferred.
- Effective communicator - promotes Union Bank's customer service philosophy.
- Basic math skills and proficient computer skills.
- Ability to work independently and exercise good judgment.
Working Environment:
Indoor work - not exposed to outdoor elements or hazards. Ability to stand and/or walk for prolonged periods of time. Some sedentary work lifting and/or carrying up to 50 lbs. occasionally.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities. 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.
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