Customer Service Representative

2 weeks ago

Venice, United States Liberty Savings Bank FSB Full time
Job DescriptionJob Description
Description:

Job Summary:

Provides superior service to bank customers by performing banking transactions, opening new accounts and expanding customer relationships.

Essential Functions:

  • Maintains and balances a cash drawer, performs ATM and assists with end of night balancing.
  • Receives, posts, pays out funds, balances and proofs customer accounts.
  • Opens new accounts for checking, savings, business accounts, IRA, etc.
  • Identifies customer needs and recommends specific products and/or services by use of CNA process.
  • Expands customer relationships by making appropriate referrals, such as investments, mortgage and commercial loans and handling consumer loans by taking applications and assisting with processing.
  • Maintains and balances cash drawer.
  • Accepts and posts credit card and loan payments and payoffs.
  • Performs account research and problem solving as needed.
  • Cross-trains in other areas of the financial center, such as ATM, Vault, Savings Bonds, Safe Deposit, Wire Transfers, other ancillary services and assists with opening and closing financial center.
  • Contributes to the achievement of financial center sales/service goals by meeting/exceeding individual goals.
  • Upholds customer satisfaction by supporting external and internal customers and answering questions/requests in a timely manner.
  • Maintains customer confidence and protects operations by following the Privacy Policy and keeping information confidential.
  • Complies with the bank procedures and follows regulatory/operational/security guidelines. Adheres to the Check Handling Agreement. Successful Mystery Shop scores. Minimal bank monetary losses.

Secondary Functions:

  • Makes tele-consulting as necessary.
  • Provides support by performing clerical duties, such as answering telephone, maintaining accurate records, faxing, copying and filing.
  • Contributes to the team effort by performing other job-related duties as assigned.
Requirements:

Standards:

  • Proficient in technical processing of all phases of the CSR I position (transactions, opening/closing, new accounts opening, savings, DDA, Commercial DDA, CDs, IRA's, balancing ATM, Safe Deposit processing), balances at 90% or better and assist in finding outages as evidenced by management observation and balancing documentation. *
  • Embraces the ASK program and strives to achieve personal sales goals (referrals) as evidenced by sales reports and tracking forms. *
  • Demonstrates proficiency with ERB process through audit of the CNA folders. *
  • Demonstrates excellent customer service/sales skills both in person and on telephone as evidenced by management observation. *
  • Good understanding of all areas of compliance regulations (Reg. CC, Reg. E, TISA, Privacy Act, BSA, etc.) as evidenced by absence of regulation violations.
  • Must have completed and passed all mandatory training sessions, classroom, CBT and self-study as scheduled by manager within specified timelines or as classes are available.
  • Answers calls within 3 rings and returns phone calls or follows up on requests and/or questions within 24-hours.
  • Maintains regular attendance and punctuality as evidenced by attendance records.
  • Proficient in consumer loan processing (application and basic processing) as evidenced by minimal errors reported by Consumer Lending Quality Control and management observation.

Physical Demands:

  • Talking—Ability to express or exchange ideas by means of the spoken word.
  • Hearing—Ability to receive detailed information through oral communication.
  • Seeing—Ability to view a computer screen for an extended period of time and/or identify individuals visually.
  • Standing—Ability to stand on feet for long periods of time.
  • Walking—Ability to use feet and legs to move from one place to another specifically in narrow/confined spaces.
  • Finger dexterity—Ability to work with fingers for handling coins or other small objects and use a keyboard.
  • Reaching—Ability to extend hand/arms in any direction to move/handle objects.
  • Lifting—Ability to lift and/or move up to 25 pounds.

Knowledge, Skills and Abilities:

  • High school diploma or equivalent required.
  • Minimum 1 year customer service or cash handling experience/skills required.
  • Able to communicate with individuals at all levels, provide superior customer service, and work well with others is required.
  • Able to demonstrate a professional courteous manner, present a well-groomed, business-like appearance and use proper telephone etiquette/grammar is required.
  • Able to work a flexible schedule and skills in accuracy, cash handling, and math are required.
  • Basic computer skills and the ability to learn industry-related software are required.


An Equal Employment Opportunity Employer/Minorities/Females/Veterans/Disabilities


PM19



PI5a5cf7478bc4-25405-34400541

  • Customer Service Representative

    2 weeks ago

    Venice, Florida, United States Planet Fitness -Easy Mile Fitness Full time

    Job SummaryWe are seeking a highly motivated and customer-focused individual to join our team as a Member Service Representative at Planet Fitness - Easy Mile Fitness. As a key member of our front desk team, you will be responsible for delivering exceptional customer service to our members, prospective members, and guests.Key ResponsibilitiesCustomer...

  • Customer Service Representative

    2 weeks ago

    Venice, Florida, United States Craig Holloway - State Farm Agent Full time

    Job OverviewWe are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative. As a key member of our team, you will be responsible for providing exceptional service to our customers, responding to their inquiries, and resolving their issues in a timely and professional manner.ResponsibilitiesProvide...

  • Customer Service Representative

    1 month ago

    Venice, Florida, United States Ryder System Full time

    About the RoleRyder Systems is seeking a highly skilled Customer Service Representative to join our team. As a key member of our operations team, you will be responsible for providing exceptional customer service and support to our clients.Key ResponsibilitiesCustomer Service: Provide timely and effective customer communications, scheduling, and issue...

  • Customer Service Representative

    7 days ago

    Venice, Florida, United States RANR Full time

    Job OverviewRANR is seeking a highly motivated and customer-focused Customer Service Representative to join our team. As a key member of our sales and customer support team, you will be responsible for providing exceptional customer service and driving business growth through sales and marketing initiatives.Key Responsibilities:Provide top-notch customer...

  • Customer Service Representative

    6 days ago

    Venice, Florida, United States RANR Full time

    Job OverviewRANR is seeking a highly motivated and customer-focused Customer Service Representative to join our team. As a key member of our sales and customer support team, you will be responsible for providing exceptional customer service and driving business growth through sales and marketing initiatives.Key Responsibilities:Provide top-notch customer...

  • Customer Service Representative

    1 month ago

    Venice, Florida, United States Craig Holloway - State Farm Agent Full time

    Job OverviewWe are seeking a highly motivated and customer-focused professional to join our team as a Customer Service Representative. As a key member of our team, you will play a vital role in delivering exceptional customer experiences and helping our business grow through value-based conversations.Key ResponsibilitiesProvide prompt, accurate, and friendly...

  • Customer Service Representative

    4 weeks ago

    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...

  • Customer Service Representative

    4 weeks ago

    Venice, Florida, United States RANR Full time

    About RANRRANR is a leading provider of customer retention and acquisition services for a diverse range of industries, including home improvement, telecommunications, and green energy.Job SummaryWe are seeking a highly motivated and enthusiastic Client Support Representative to join our team. As a key member of our marketing team, you will play a critical...

  • Customer Service Representative

    4 weeks ago

    Venice, Florida, United States RANR Full time

    About RANRRANR is a leading provider of customer retention and acquisition services for a diverse range of industries, including home improvement, telecommunications, and green energy.Job SummaryWe are seeking a highly motivated and enthusiastic Client Support Representative to join our team at our corporate headquarters in Venice, FL. As a key member of our...

  • Customer Service Representative

    2 weeks ago

    Venice, Florida, United States Fifth Third Bank Full time

    Unlock Your Potential in BankingWe're seeking a talented individual to join our team as a Customer Service Representative at Fifth Third Bank. As a key member of our team, you'll play a vital role in delivering exceptional customer experiences and driving business growth.Key Responsibilities:Provide top-notch customer service, responding to customer...

  • Customer Service Representative

    4 weeks ago

    Venice, California, United States Kreation Organic Juicery Full time

    About Kreation Organic JuiceryKreation Organic Juicery is a thriving company in the health and wellness industry dedicated to delivering quality products and exceptional service. We are committed to using 100% USDA Certified organic fruits and vegetables purchased locally, which flood the body's cells with vitamins, minerals, and enzymes that cleanse, heal,...

  • Customer Service Representative

    2 weeks ago

    Venice, Florida, United States Liberty Savings Bank FSB Full time

    Job SummaryWe are seeking a highly skilled and customer-focused Customer Service Representative to join our team at Liberty Savings Bank FSB. 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 ResponsibilitiesMaintain and...

  • Customer Service Representative

    3 days ago

    Venice, Florida, United States Liberty Savings Bank FSB Full time

    Job SummaryWe are seeking a highly skilled and customer-focused Customer Service Representative to join our team at Liberty Savings Bank FSB. 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 ResponsibilitiesMaintain and...

  • Customer Service Representative

    7 days ago

    Venice, California, United States Kreation Organic Juicery Full time

    About Kreation Organic JuiceryKreation Organic Juicery is a thriving company in the health and wellness industry dedicated to delivering quality products and exceptional service. We're passionate about providing nourishing, clean fuel for the mind, body, and spirit.Job SummaryWe're seeking a highly motivated and customer-focused individual to join our team...

  • Customer Service Representative

    2 weeks ago

    Venice, Florida, United States Liberty Savings Bank FSB Full time

    Job SummaryWe are seeking a highly skilled Customer Service Representative to join our team at Liberty Savings Bank FSB. 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 ResponsibilitiesMaintain and balance cash drawers,...

  • Customer Service Representative

    2 weeks ago

    Venice, Florida, United States Liberty Savings Bank FSB Full time

    Job SummaryWe are seeking a highly skilled Customer Service Representative to join our team at Liberty Savings Bank FSB. 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 ResponsibilitiesMaintain...

  • Customer Service Representative

    3 weeks ago

    Venice, Florida, United States Winn-Dixie Full time

    Customer Service Associate at Winn-DixieWe are seeking a Customer Service Associate to join our team at Winn-Dixie. As a key member of our retail team, you will be responsible for providing exceptional customer service, ensuring a positive shopping experience for our customers.Key Responsibilities:Customer Service: Provide continuous attention to customer...

  • Customer Service Representative

    2 weeks ago

    Venice, Florida, United States Fifth Third Full time

    Job SummaryWe are seeking a highly motivated and customer-focused individual to join our team as a CSR/Teller at our Jacaranda location in Venice, Florida. As a CSR/Teller, you will be responsible for providing exceptional customer service, handling customer transactions, and promoting our retail products and services.Key ResponsibilitiesProvide excellent...

  • Customer Service Representative

    3 weeks ago

    Venice, Florida, United States Fifth Third Bank Full time

    Job SummaryWe are seeking a highly motivated and customer-focused individual to join our team as a CSR/Teller at our Jacaranda location. As a key member of our banking team, you will be responsible for providing exceptional customer service, handling customer transactions, and promoting our retail products and services.Key ResponsibilitiesProvide excellent...

  • Customer Service Representative

    7 days ago

    Venice, Florida, United States Sunset Kia of Venice Full time

    Job Title: Customer Relations AssistantSunset Kia of Venice, a reputable member of the Sunset Automotive Group family of dealerships, is seeking a skilled and customer-focused professional to join our service team as a Service Department Customer Relations Assistant.This role involves primarily responding to customers who contact us via phone or online,...