Customer Service Representative
7 days ago
At InBank, we are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative - Financial Solutions Specialist. This role is 100% in-person in DTC.
SUMMARY OF JOB:
- Assist clients with day-to-day customer service requests, including complex issues and interactions regarding customer inquiries, new accounts, and ongoing relationship needs for both depository and lending clients.
- Perform transfers, loan payments, and wire transactions.
- Open consumer new accounts with supporting products and services, including online banking, mobile banking, and debit cards.
- Inform customers about all banking products and services; identify and cross-sell referral opportunities to broaden the customer's banking relationship.
- Meet/exceed sales and referral goals and meet/exceed individual and branch targets.
JOB RESPONSIBILITIES:
We are looking for a detail-oriented and organized individual who can provide excellent customer service, build relationships with customers, and work effectively in a fast-paced environment.
Key Responsibilities:
- Provide exceptional customer service, responding to customer inquiries and resolving issues in a timely and professional manner.
- Build relationships with customers, identifying their financial needs and providing solutions that meet those needs.
- Maintain knowledge of bank products and services, ensuring that customers are informed and up-to-date on available options.
- Meet/exceed sales and referral goals, working collaboratively with colleagues to achieve branch targets.
Requirements:
- High School Diploma or Equivalent
- 1+ years experience in sales, teller, new accounts, or loan processing
- Proficient with Microsoft Office Suite
Benefits:
- $18-$20 per hour (Targeted hiring range based on experience)
- Annual bonus based on Company Bonus Plan/Individual Performance
- Medical, Dental, Vision insurance
- Paid Time Off: Vacation and sick leave, as well as paid Bank Holidays
- 401(k): Company match begins with the first contribution and follows the company vesting schedule
- Other: access to career training and development opportunities, employee discounts
About Us:
InBank is an Equal Opportunity Employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential.
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