Customer Services Rep

Job Description

Job Description

JOB PURPOSE

Customer Service Representative is responsible for primarily handling teller transactions, providing operational support, cross-selling bank products/services, and resolving customer service issues. Process transactions with accuracy and efficiency while delivering an overall professional and exceptional customer experience. As needed, will open accounts and refer customers to other areas of the bank as appropriate. Follow regulations and bank security procedures to protect customers as well as minimize risk to the bank

ESSENTIAL FUNCTIONS

Teller Operations:

 

1. Perform deposits and withdrawal transactions.
2. Issue cashier’s checks, count and record the daily inventories.
3. Reconcile and balance teller cash drawer
4. Prepare currency transaction reports as needed.
5. Place hold on large deposits.
6. Processing night drop deposit and make records.
7. Accept loan payment
8. Redeem Saving Bonds.
9. Accept Armored Car Deposits

Sales and Services:

1. Identify sales opportunities to cross-sell bank products and services to ensure customers’ financial goals are meet.
2. Provide quality personalized customer service, maintain frequent customer contact to expand relationships and ensure customer retention.
3. Proactively support branch new business promotions

New Accounts:

1. Perform all aspects of new account opening procedures for all bank products/service.
2. Answer customer inquiries, make appropriate financial solutions and recommendations and assist with problem resolution.
3. Perform customer service functions such as check orders, change of address, supersede signature cards, and other account maintenance changes.
4. Maintain confidentiality of customer information as well as Bank proprietary information 

 

QUALIFICATIONS

 

• High School diploma.
• 6-12 months of cash handling, customer service in a retail environment, or sales experience preferred.
• PC literate and typing proficient.
• Previous experience with data entry, 10-Key, banking software, and Microsoft Word, Excel.
• Good oral and written communication skills – can write clear message, initiate conversations, and talk to customers about products and services.
• Ability to give and receive feedback to improve skills and job knowledge.
• Can maintain good attendance and arrive consistently at scheduled start time.
• Able and willing to commute as required for business needs.
• Able to work weekends and extended hours as required to meet business demands.
• Bilingual English/Chinese (Mandarin or Cantonese) preferred.