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Customer Service Representative

2 months ago

Portland, Oregon, United States Beneficial State Bank Full time
Customer Service Representative

We are seeking a highly skilled and customer-focused individual to join our team as a Customer Service Representative. As a key member of our banking team, you will be responsible for delivering exceptional customer service and helping customers achieve their financial goals.

Key Responsibilities:
  • Assist customers with consumer and commercial transactions, requests, and inquiries
  • Maintain a cash drawer within assigned cash limits and meet cash balancing requirements
  • Process transactions efficiently and securely while adhering to bank policies
  • Engage customers in conversations, listen to identify their needs, and recommend appropriate bank products and services
  • Introduce customers to the Branch Manager or Senior Relationship Banker
  • Train customers on digital, online, and ATM options that make banking easier
  • Participate in sales promotions and meet monthly sales goals
  • Be a Continuous Learner and participate in training programs that expand job knowledge
  • Perform back-up duties such as remote branch capture when necessary
Requirements:
  • High School diploma or equivalent work-related experience
  • A year of experience or commensurate training in retail activities, including sales and cash handling
  • Positive and professional customer service and sales skills
  • Computer literacy in Microsoft applications: Word and Excel
  • Effective oral, written, and interpersonal communication skills
  • Good organizational and time management skills
Preferred Skills:
  • Previous experience in a financial sales representative-oriented role
  • Basic knowledge of retail product philosophy, policy, procedures, documentation, and systems
  • Thorough knowledge of bank products and services
  • Previous selling, cross-selling, and referral skills
  • Proven customer service, interpersonal, and relationship building skills
Benefits:
  • Medical, dental, vision, basic life, STD, LTD, and 401(K) / ROTH / FSA / HSA / EAP
  • Vacation days: 2-4 weeks depending on role
  • Sick days: 12 days per year
  • Holidays: 11 days per year
  • Paid volunteer time: 4 days per year / annual match of qualifying employee donations
  • Paid sabbatical program after 5 years of service

We are an equal opportunity employer and welcome applications from all qualified candidates. Our comprehensive benefits package is designed to support your holistic health and promote work-life balance.