Customer Service Representative
First Resource Bank
Customer Service RepresentativeCustomer Service Representative is a detailed-oriented team member who helps the Bank build an army of raving fans. Primarily, this team member processes deposits, withdrawals, and check requests, along with opens and maintains deposit accounts. Operational excellence is the top priority of this team member because, without it, the Bank cannot grow. A secondary focus is stimulating deposit growth. They help grow deposits by providing hospitable service, uncovering banking needs, offering educated solutions, and asking for online reviews and referrals.Essential functions/responsibilities:Greet people promptly, professionally, and invitingly by phone, email, and in personInteract with people constructively and inclusivelyIntentionally engage people in thoughtful conversationOperate a balanced cash teller drawerProcess account transactions, such as deposits, withdrawals, transfers, and cashier check requestsOpen deposit accounts and ancillary products and services, such as online banking access, debit card, check booksPerform file maintenance on deposit accounts and customer information filesIdentify and address the root causes of issues to achieve first call resolution and prevent issues from reoccurringProactively follow up with people regarding any outstanding action itemsMeet or exceed all deposit growth goals by contributing leads and business opportunitiesMaintain accurate and timely documentation of deposit growth efforts on pipeline worksheetSpeak competently with customers and prospects about the benefits of the deposit products and services that meet their individual needsAsk pointed questions of customers and prospects to uncover and understand their banking needs and recommend the appropriate products and services through in-person interactions and outbound calling effortsMaintain operational compliance and excellence by executing all written policies and procedures, with a priority focus on our Security, CIP, and BSA/AML policies and proceduresUnderstand the reason behind each policy and procedure that you execute so that you can think critically about themAsk probing questions of customers and prospects to identify the deposit dollars, products and services that they have at other financial institutions to expand your branch's customer baseAsk customers and prospects for additional business, referrals, and online reviewsRespectfully question status quo to uncover opportunities to do betterMake informed suggestions for every problem or opportunity you uncoverActively participate in team meetingsThis position is an in-office position and can not be performed remotelySupervisory Responsibilities:NoneEducation and Experience:High school diploma or equivalent2+ years of banking experience preferred2+ years of customer service experience requiredPhysical Requirements:Prolonged periods of sitting at a desk and working on a computerMust be able to lift up to 50 pounds at timesOther Duties:Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.First Resource Bank is an Equal Opportunity Employer.RequirementsProficient written and verbal communicationAbility to educate clients on our products and servicesAbility to work a minimum of 2 Saturdays each monthWelcomes challenges head on, with a positive, fun, team-first attitudeFlexible schedule and ability to travelProficient in Microsoft office products, particularly Excel and WordExperience with Jack Henry and Profit stars systems is preferredActive listening, amiability, humility, inquisitiveness, initiative, adaptability, result-orientationActive volunteerism in the community is encouraged First Resource Bank
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