Customer Service Representative I

GENERAL DESCRIPTION OF POSITION

The Customer Service Representative I (CSR) is responsible for retaining existing relationships and establishing new deposit accounts in accordance with branch CSR is also responsible for promoting and cross-selling bank products and services.

ESSENTIAL DUTIES AND RESPONSIBILITIES

1. Open new accounts including checking savings CDs IRAs and other products Offered by the bank.
2. Complies with all applicable regulations policies and procedures.
3. Assess customer needs and cross sell appropriate products and services.
4. Functions as Teller Sr. Teller or Teller Supervisor as needed.
5. Supports attainment of branch goals.
6. Refers new business to company subsidiaries such as insurance mortgage and brokerage.
7. Resolve customer concerns and ensure effective and long term problem resolution.
8. Develops and builds customer loyalty.
9. Follows up on referrals made by other team members.
10. Assists with loan origination and processing as needed.
11. Answers customer inquiries relating to products rates and services.
12. Provides ancillary services such as notary services.
13. Responsible for tracking and monitoring of all required documentation.
14. Maintains positive friendly and professional attitude and appearance.
15. Adheres to work schedules.
16. Completes required BSA/AML training and other compliance training as assigned.
17. The ability to work in a constant state of alertness and in a safe manner.
18. Perform any other related duties as required or assigned.

QUALIFICATIONS

To perform this job successfully an individual must be able to perform each essential duty mentioned requirements listed below are representative of the knowledge skill and/or ability required.

EDUCATION AND EXPERIENCE

High school or GED plus specialized schooling and/or on the job education in a specific skill area; e.g. data processing clerical/administrative equipment operation etc plus 12 to 18 months related experience and/or training or equivalent combination of education and experience.

COMMUNICATION SKILLS

Ability to effectively communicate information and respond to questions in person-to-person and small group situations with customers clients general public and other employees of the organization.

MATHEMATICAL SKILLS

Ability to calculate figures and amounts such as discounts interest commissions proportions percentages area circumference and volume. Ability to apply concepts such as fractions ratios and proportions to practical situations.

CRITICAL THINKING SKILLS

Ability to utilize common sense understanding in order to carry out written oral or diagrammed instructions. Ability to deal with problems involving several known variables in situations of a routine nature.

REQUIRED CERTIFICATES LICENSES REGISTRATIONS

None

PREFERRED CERTIFICATES LICENSES REGISTRATIONS

Some outside banking related courses preferred.

SOFTWARE SKILLS REQUIRED

Intermediate: Spreadsheet

Basic: 10-Key Payroll Systems Word Processing/Typing

WORKING CONDITIONS

Somewhat disagreeable working conditions. Continuously exposed to one or two elements such as noise intermittent standing walking; and occasional pushing carrying or lifting.

ENVIRONMENTAL CONDITIONS

The following work environment characteristics described here are representative of those an employee encounters while performing essential functions of this accommodations may be made to enable individuals with disabilities to perform the essential functions.

The noise level in the work environment is usually moderate.

PHYSICAL ACTIVITIES

The following physical activities described here are representative of those that must be met by an employee to successfully perform the essential functions of this accommodations may be made to enable individuals with disabilities to perform the essential functions and expectations.

Semi-repetitive low physical. Semi-repetitive type work which requires periods of concentration for varied time cycles as prescribed by the tasks.

While performing the functions of this job the employee is continuously required to talk or hear; regularly required to stand walk sit use hands to finger handle or feel reach with hands and arms; frequently required to stoop kneel crouch or crawl; an. The employee must frequently lift and/or move up to 50 pounds; regularly lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision.

ADDITIONAL INFORMATION

- Demonstrated sales ability a plus
- May be required to work an alternative location within the region or market

Required Experience:

Unclear Seniority