Bank Customer Service Representative Job Description

The Banking Services Customer Representative requires a high school diploma or equivalent. Processes basic branch service transactions to ensure customer satisfaction. Being a Banking Services Customer Representative typically reports to a supervisor or manager. Being a Banking Services Customer Representative may require 0-1 year of general work experience. Possesses a moderate understanding of general aspects of the job. Works under the close direction of senior personnel in the functional area.

Bank Customer Service Representative Job Description Template

Our company is looking for a Bank Customer Service Representative to join our team.

Responsibilities:

  • Experience reviewing Bank Deposit accounts to ensure proper documentation;
  • Experience with data entry, research, analysis, correspondences, and document filing;
  • Experience using word processing, spreadsheets, databases, or other software on a computer.

Requirements:

  • 2+ years of data entry and data management experience;
  • 3+ years of banking customer service experience and outbound calling experience;
  • Experience working with Microsoft Outlook, Excel and Word.