Customer Service Representative

5 days ago

Allentown Pennsylvania, United States Firstrust Bank Full time
Job Summary

Firstrust Bank is seeking a highly skilled and customer-focused Customer Service Representative to join our team. As a key member of our banking team, you will be responsible for providing exceptional customer service and support to our clients.

Key Responsibilities
  • Provide timely and professional service to customers, ensuring a seamless customer experience.
  • Expand the customer base through consultative sales techniques and build relationships with clients.
  • Process customer and bank transactions, handle large sums of cash, and maintain assigned limits.
  • Operate a teller terminal, cross-sell bank products, and perform other related functions.
  • Ensure compliance with all bank policies and procedures, as well as federal regulatory guidelines.
  • Provide superior customer service, proactively resolving customer issues and complaints.
  • Meet and exceed sales goals, expanding the customer base through consultative sales techniques.
  • Build relationships and sell consumer credit products with an NMLS license.
  • Report on teller differences on a daily basis and perform a variety of customer service transactions as needed.
  • Assist the Head Teller, verify money received or sent for cash shipments, and open deposit products.
  • Conduct audits, comply with all opening and closing procedures, and demonstrate behaviors consistent with our Mission/Values.
  • Maintain effective communication with others in the branch and continuously look for ways to contribute to the overall teller team performance.
Requirements
  • Outgoing and proactive with strong listening and verbal communications skills.
  • Excellent interpersonal, analytical, and problem-solving skills.
  • Ability to learn and sell bank products and services.
  • Ability to function in a financial institution/branch environment and utilize standard office equipment.
  • Some physical requirements include lifting heavy coin trays and standing for prolonged periods of time.
  • Willingness to travel locally and work evenings and weekends, depending on branch and bank needs.
Accountability
  • Meet monthly referral/sales/service goals.
  • Be extremely proficient at uncovering needs and using consultative sales to build relationships.
  • Make proactive customer courtesy calls daily.
  • Self-starter who consistently looks for solutions to meet our customers' current and long-term financial goals.
  • Ability to recognize opportunities to refer alternative solutions to help meet/exceed our customers' needs.
  • Set a positive example in all areas of leading the branch team.
  • Ensure a high level of quality customer service at all times.
  • Responsible for creating an exceptional customer experience for each and every customer conducting teller transactions.
Knowledge, Skills, and Abilities
  • Banking preferred.
  • Bilingual/Fluent in Spanish preferred.
  • More than three years of job-related experience.
  • Excellent interpersonal and communication skills, as well as computer skills.
  • Strong knowledge of deposit and retail loan products, familiarity with business loan products.
  • Must be knowledgeable of bank policies and procedures.
  • High School diploma required, post-high school education preferred or equivalent experience.
  • Must be a team player committed to success and achieving results.

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