Client Service Rep

Client Service Rep

Dallas Branch - Dallas, TX 75206

Overview

Position Type Full Time Job Shift Day Education Level High School Category Banking

Description

Summary:

As a Client Service Representative, you play a vital role in our customers experience by providing the highest level of customer service while efficiently and accurately matching services to new and existing customers and identifying financial needs. A successful CSR will have a friendly personality, enjoy working as a team and will be able to take the initiative and go the extra mile when responding to customers needs.

Essential Duties and Responsibilities:

• Providing products and services to fit their unique needs
• Opening new accounts and assisting customers as needed
• Builds and maintains relationships with customers.
• Must clearly understand Armstrong Banking services, discern and interpret customers needs, recommending appropriate product/service through sales or referrals
• Positive, professional, proactive in everyday interactions with customers and co-workers
• Ability to apply strong critical thinking and problem-solving skills to promptly meet customers needs
• Promptly, efficiently, and accurately responds to customers requests, inquiries, or problems
• Foster teamwork and collaboration to build solid relationships with co-workers

Qualifications:

• Outgoing personality and excellent customer service skills
• Demonstrate ability to generate referrals
• Effective written and verbal communication skills as well as superior interpersonal skills to support customer complaint resolution, coordinate numerous assignments at once, showing strong time management skills
• Must be very flexible and willing to work irregular schedule as needed
• Maintain high level of discretion and confidentiality
• Complies with all regulatory requirements
• 1 year Teller experience required

Physical Requirements:

• Long periods of standing or sitting, typing and repetitive motion
• Ability to lift and carry cash drawers and coin bags/boxes