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Customer Service Representative II
2 months ago
This role is responsible for acquiring, retaining, and expanding new and existing customer relationships. The ideal candidate will provide exceptional customer service by taking ownership of the customer experience from introduction to profiling the customer's banking and borrowing needs, and recommending appropriate products based on a thorough knowledge of HomeStreet Bank's products and services.
Key Responsibilities- New Accounts/Sales Activities
- Effectively interview and profile new and existing customers to recommend appropriate banking products and services.
- Partner with other business lines within the Bank to identify sales opportunities and provide an outstanding customer experience.
- Open and close customer accounts, including checking, savings, money markets, certificates of deposit, and IRAs.
- Actively take advantage of sales opportunities, cross-selling bank products and services to new and existing customers.
- Service Activities
- Actively listen to customers and maintain a friendly, positive, professional attitude.
- Resolve difficult situations with creativity, tact, and diplomacy.
- Support branch lobby management.
- Consistently demonstrate proficiency in providing exceptional customer service utilizing the STAR qualities.
- Teller Activities
- Perform daily teller services, including processing deposits, withdrawals, holds, loan payments, stop payments, telephone transfers, direct deposits, cash advances, verifications of deposit, and more.
The ideal candidate will have a thorough knowledge of HomeStreet Bank's products and services, as well as excellent communication and interpersonal skills. They will be able to work in a fast-paced environment and provide exceptional customer service.
