Customer Service Representative II

3 weeks ago


Cornelius, North Carolina, United States HomeTrust Bank Full time
Job Summary

The Sales and Service Associate II (SSA II) is responsible for delivering exceptional customer service experiences through efficient interactions and effective solutions. This role involves managing customer relationships, providing product information, and facilitating transactions to meet customer needs.

Key Responsibilities and Essential Functions
  • Build and retain customer relationships through personalized service, product recommendations, and issue resolution.
  • Serve as the primary customer contact for transaction processing, new account opening, problem resolution, and account maintenance requests.
  • Process transactions, handle customer inquiries, and provide product information to meet customer needs.
  • Manage deposits, withdrawals, and other financial transactions, ensuring accuracy and compliance with regulations.
  • Perform other duties as assigned to support the Sales and Service Associate position.
  • Provide a comprehensive range of customer services, including wire transfers, product explanations, and account maintenance.
  • Participate in sales, service, and product training meetings to enhance knowledge and skills.
  • Directly promote and offer solutions for retail bank products and services, including checking, savings, and loans.
  • Promote and introduce other financial institution products and services to customers, referring them to relevant services as needed.


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