Financial Center Representative
2 months ago
Liberty Savings Bank FSB is seeking a highly skilled and customer-focused Customer Service Representative to join our team. As a key member of our financial center, you will be responsible for providing exceptional service to our customers, handling banking transactions, and expanding customer relationships.
Key Responsibilities:- Customer Service: Provide superior service to bank customers by performing banking transactions, opening new accounts, and expanding customer relationships.
- Transaction Processing: Maintain and balance a cash drawer, perform ATM transactions, and assist with end-of-night balancing.
- Account Management: Receive, post, pay out funds, balance, and prove customer accounts.
- Product Recommendations: Identify customer needs and recommend specific products and/or services by using the CNA process.
- Relationship Building: Expand customer relationships by making appropriate referrals, such as investments, mortgage, and commercial loans, and handling consumer loans by taking applications and assisting with processing.
- Cash Handling: Maintain and balance cash drawers.
- Payment Processing: Accept and post credit card and loan payments and payoffs.
- Problem Solving: Perform account research and problem-solving as needed.
- Training and Development: Cross-train in other areas of the financial center, such as ATM, Vault, Savings Bonds, Safe Deposit, Wire Transfers, and other ancillary services, and assist with opening and closing the financial center.
- Performance Metrics: Contribute to the achievement of financial center sales/service goals by meeting/exceeding individual goals.
- Customer Satisfaction: Uphold customer satisfaction by supporting external and internal customers and answering questions/requests in a timely manner.
- Confidentiality: Maintain customer confidence and protect operations by following the Privacy Policy and keeping information confidential.
- Compliance: Comply with bank procedures and follow regulatory/operational/security guidelines, adhering to the Check Handling Agreement, and achieving successful Mystery Shop scores with minimal bank monetary losses.
- Education: High school diploma or equivalent required.
- Experience: Minimum 1 year customer service or cash handling experience/skills required.
- Skills: Able to communicate with individuals at all levels, provide superior customer service, and work well with others.
- Professionalism: Able to demonstrate a professional, courteous manner, present a well-groomed, business-like appearance, and use proper telephone etiquette/grammar.
- Flexibility: Able to work a flexible schedule and possess skills in accuracy, cash handling, and math.
- Technical Skills: Basic computer skills and the ability to learn industry-related software required.
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Customer Service Representative
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Venice, Florida, United States Liberty Savings Bank FSB Full time{"Job Title": "Customer Service Representative", "Job Summary": "At Liberty Savings Bank FSB, we are seeking a highly skilled Customer Service Representative to join our team. As a key member of our financial center, you will be responsible for providing exceptional customer service, handling banking transactions, and expanding customer...
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Customer Service Representative
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Venice, Florida, United States Liberty Savings Bank FSB Full timeJob SummaryAt Liberty Savings Bank FSB, we are seeking a highly skilled Customer Service Representative to join our team. As a key member of our financial center, you will be responsible for providing exceptional service to our customers by performing banking transactions, opening new accounts, and expanding customer relationships.Key...
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