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Job Function –
Performs intermediate duties and support related to branch operational activities and financial services. Processes new account and maintenance transactions, assists customers in their selection of various accounts and financial services, and cross-sells products and services. Promotes business for the Bank by maintaining good customer relations and referring customers to appropriate staff for new services.
Job Responsibilities –
Performs daily office responsibilities such as, account transactions, account maintenance, customer correspondence, balancing consistently, and completing delegated reports and projects as scheduled.
Handles various branch tasks daily, in addition to customer activity, such as, balancing and monitoring cash items, crediting holdover accounts, preparing statement of condition, ordering and preparing cash shipments.
Promotes good customer relations by consistently providing premier customer satisfaction; Has a developed rapport with the customer base.
Consistently meets or exceeds sales goals as set by banking center management for a commensurate level of CSR.
Initiates sales and is capable of effectively cross-selling bank products and services to customers, so that personal and bank goals are consistently met and/or exceeded.
Maintains a well-developed working knowledge of the complete line of products and services offered; takes responsibility to keep up to date and request assistance for further development needs.
Handles complex customer problems with professionalism.
Assists supervisor in establishing objectives and carrying out plans for the branch.
Ensures that own work is in compliance with all applicable laws, regulations, policies and guidelines.
All other duties as assigned.
Education and Related Experience –
Skills and Abilities –
Working Conditions and/or Physical Requirements –
EOE AA M/F/Veteran/Disabled
Full Time
$39k-49k (estimate)
03/29/2024
05/08/2024
The job skills required for Customer Service Representative include CSR, Products and Services, Initiative, Financial Services, etc. Having related job skills and expertise will give you an advantage when applying to be a Customer Service Representative. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Customer Service Representative. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Customer Service Representative positions, which can be used as a reference in future career path planning. As a Customer Service Representative, it can be promoted into senior positions as a Customer Service Representative III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Customer Service Representative. You can explore the career advancement for a Customer Service Representative below and select your interested title to get hiring information.