Customer Service Representative III, Retail Banking
21 hours ago
Job Summary: We are seeking a highly skilled and experienced Customer Service Representative III to join our Retail Banking team. As a key member of our team, you will be responsible for providing exceptional customer service, acquiring, retaining, and expanding new and existing customer relationships.
Key Responsibilities:
- Interview and profile customers to recommend appropriate banking products and services.
- Partner with other business lines to identify sales opportunities and provide an outstanding customer experience.
- Process complex transactions, such as changing account ownership, living trusts, and estate assignments.
- Originate consumer loans and ensure prompt processing.
- Open and close customer accounts, including checking, savings, and certificates of deposit.
- Cross-sell bank products and services to new and existing customers.
- Participate in sales programs to generate new customers.
- Maintain thorough knowledge of bank products and services.
Requirements:
- Minimum of 3 years of experience as a CSR/New Accounts Representative or equivalent.
- Technical skills and experience to operate teller software, Word, Excel, and other bank-related computer programs.
- Strong customer relations skills and ability to communicate and work well with employees and customers.
- Self-starter, dependable, and able to work within deadlines under pressure.
- Excellent judgment and ability to accept responsibility and handle confidential information.
Benefits:
- Medical, dental, and vision coverage for employees and their families.
- Life, disability, and family leave.
- 401(k) and Roth 401(k) with employer match.
- Wellness program, employee assistance program, and various employee discounts.
- Generous vacation, sick leave, and paid holidays.
About HomeStreet:
HomeStreet is a leading financial institution dedicated to providing exceptional customer service and innovative financial solutions. We are committed to building long-term relationships with our customers and employees.
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