Full Time Customer Service Representative I
First United National Bank
Description Reports to: Branch Manager Supervises: N/A Salary Grade: 14 Summary: The Customer Service Representative I is responsible for performing a variety of duties related to customer transactions, including preparing and maintaining various reports and records; providing accurate, high quality customer service to new and prospective customers; and, promoting institution services. Essential Functions & Responsibilities: Provides courteous and professional service to customers in person, over the phone and via email. Assists customers with a variety of banking needs, including account inquiries, transaction discrepancies and product inquiries, while complying with disclosure requirements, regulations and customer privacy policies. Listens to customers’ needs and recommends appropriate banking products or services to meet their financial goals. Works with customers to process account openings, closings and account maintenance requests accurately and efficiently. Resolves customer issues and complaints in a timely and effective manner, escalating complex issues to management when necessary. Performs routine administrative tasks, such as filing, updating records and logs and gathering and providing information to other departments for audit purposes. Assists on the teller line as needed. Participates in and promotes teamwork within the branch as well as bank-wide. Familiarizes customers with available banking tools meant to aid in banking efficiency, including telephone and internet banking, e-statements, overdraft protection, ATM banking and the mobile app. Assists with opening and closing procedures and security protocols. Follows security protocols to protect against fraud and unauthorized transactions. Adheres to all bank policies, procedures and regulatory requirements. Reports suspicious activities or potential security breaches to management. Completes annual required training within communicated timeframes. Collects information and initiates the process to complete a wire transfer. Performs other duties as required or requested. Pay is commensurate with relevant experience. Requirements Education & Experience: High school diploma or equivalent required. Prior customer service experience in a banking or financial services environment preferred. Strong interpersonal and communication skills; detail-oriented. Demonstrated problem-solving skills and the ability to resolve customer issues effectively. Ability to multitask, prioritize tasks and work in a fast-paced environment. Proficiency in Microsoft Outlook, Adobe and digital banking platforms. Ability to maintain confidentiality; handle sensitive information with discretion. Physical Requirements: Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Office Setting. Adequate vision for significant amount of computer work. Required to stand, walk and sit; talk and hear (both in person and by telephone); repetitive use of hands and fingers to handle or feel objects or controls; reach with hands and arms. Occasional lifting. #J-18808-Ljbffr First United National Bank
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