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Customer Service Representative

2 months ago

Olathe, Kansas, United States Capfed Full time
Job Summary

We are seeking a highly skilled and customer-focused Customer Service Associate II to join our team at Capfed. As a key member of our retail banking team, you will be responsible for providing exceptional customer service, processing financial transactions, and promoting our products and services to meet the personal financial goals of our customers.

Key Responsibilities
  • Assist customers with all types of account transactions, including teller transactions, and provide accurate and timely processing of financial transactions.
  • Advise customers on company products and services, and identify opportunities to meet their personal financial goals.
  • Provide friendly, professional, and confidential assistance to customers and bank associates, ensuring a positive experience and minimizing wait time.
  • Perform teller transactions, balance cashboxes, and participate in the rotation of vault duties.
  • Assist customers with opening retail accounts and safe deposit boxes, and perform maintenance on existing accounts.
  • Use every customer contact as an opportunity to advise and cross-sell customers about additional services or programs that might benefit them.
  • Research, troubleshoot, and resolve external and internal customer inquiries as needed.
  • Answer incoming calls, determine the needs of the caller, and verify the caller's identity, minimizing the caller's time and effort in resolving their concerns.
  • Assist other departments and branches with transactions as needed, and provide support for the department and branch management in fulfilling customer requests.
  • Perform branch opening and closing duties as assigned, and participate in proactive team efforts to achieve departmental and company goals.
Requirements
  • A minimum of one to three years of customer service or related experience, including preparatory experience.
  • Cash handling experience is preferred.
  • A high school degree or equivalent.
  • Courtesy, tact, and diplomacy are essential elements of the job.
  • Ability to communicate with customers, explain products and services, and identify customer problems and present solutions.