Customer Service Representative I

Customer Service Representative I

Job Category: Retail

Full-Time

On-site

Lake Mary, FL 32746, USA

Description

The Customer Service Representative (CSR) I is responsible for retaining existing relationships and establishing new deposit accounts by branch goals. This position is responsible for promoting and cross-selling bank products and services.

Essential duties and responsibilities include:

• Opening new accounts including checking, savings, CDs, IRAs and other products offered by the bank.
• Complying with all applicable regulations, policies and procedures.
• Assessing customer needs and cross selling appropriate products and services.
• Functioning as Teller, Sr. Teller or Teller Supervisor as needed.
• Supporting attainment of branch goals.
• Referring new business to company subsidiaries, such as insurance, mortgage and brokerage.
• Resolving customer concerns and ensuring effective and long term problem resolution.
• Developing and building customer loyalty.
• Following up on referrals made by other team members.
• Providing assistance with loan origination and processing as needed.
• Responding to customer inquiries relating to products, rates and services.
• Providing ancillary services such as notary services.
• Responsible for tracking and monitoring of all required documentation.
• Maintaining positive, friendly and professional attitude and appearance.
• Adhering to work schedules.
• May be required to work an alternative location within the region or market.
• The ability to work in a constant state of alertness and in a safe manner.
• Completes required BSA/AML training and other compliance training as assigned.
• 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 satisfactorily. The 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, pushing, carrying, or lifting. May involve some travel and/or work is at times, in the evening or during the night hours.

Environmental conditions: The following work environment characteristics described here are representative of those an employee encounters while performing essential functions of this job. Reasonable 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 job. Reasonable 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. 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. This position may be required to work an alternative location within the region or market.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.