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Customer Service Representative, Christiansburg VA
Summit Financial Group Christiansburg, VA
$31k-39k (estimate)
Full Time | Investment Management 4 Months Ago
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Summit Financial Group is Hiring a Customer Service Representative, Christiansburg VA Near Christiansburg, VA

JOB TITLE: Customer Service RepresentativeEntity (SFG or SCB): SCBJob Classification: Non-Exempt, Full-TimeDepartment: RetailReports to: Community Bank Manager Education requirements:High School Diploma or GEDExperience or Skill requirements: Prior retail banking experience preferred.Prior customer service experience preferred.The Employee must be comfortable and confident in a sales and service environmentHighly goal oriented Must be able to be a part of a team and work closely with fellow Customer Service Representatives and Customer Service TellersMust have and exhibit a professional manner and exhibit good interpersonal skillsPosition requires the employee to be cross-trained as a Customer Service Teller and be able to be cross-utilized based on the needs of the branch officeMust have computer knowledge, good typing skills, math skills, and be a good listener and problem solverOther services as needed, such as Notary and NMLS registrationDuties:Customer Service Representatives will perform a broad variety of account opening and customer servicesOpens a wide variety of Consumer and Business Bank Accounts including loans and depositsIdentifying and completing referrals to other Lines of Business including but not limited to Mortgage, Investments, Cash Management, Commercial Loans and InsuranceAbility to identify and cross-sell next Summit service or productWill need to be able to assist clients in many aspects of their accounts, including account reconciliations, account maintenance, online and mobile products and services, wire transfers, debit card, check orders, and overdraft assistanceMust be able to assist and open CDARS accounts/transactions, IRA accounts/transactions and consumer loan productsWill be asked to educate and profile clients using bank systemsWill be asked to organize their work to include but not limited to complete sales tracking, plans, follow up client calls, client onboarding and client retentionAdheres to all policies and procedures of the companyFollows operational procedures to include securityCustomer Service Representative will make our promise of “Service Beyond Expectations” Begins with Me real and believable by following our defined principlesOther duties as assigned. Relationships:Will work closely with and report to the Community Bank ManagerExpected to work closely with branch staff, HQ employees and others at SummitExpected to work with all employees to maintain the safety and security of the branchA Customer Service Representative is an important part of our Summit team and will embrace each employee’s expertise and contributions. They will be expected to inspire collaboration among co-workers and clients, assist others and be aware of what needs to be done and take action to improve the quality of service to our clients. Summit provides equal employment opportunities in all aspects of employment. All employment decisions are made without regard to race, color, religion, age, sex (including pregnancy, sexual orientation, or gender identity), national origin, disability status, genetics, protected veteran status, or any other characteristic protected by federal, state, or local laws. Salary Information: Hourly rate varies, based on experience.

Job Summary

JOB TYPE

Full Time

INDUSTRY

Investment Management

SALARY

$31k-39k (estimate)

POST DATE

01/25/2024

EXPIRATION DATE

04/21/2024

WEBSITE

summit-financial.com

HEADQUARTERS

LAFAYETTE, LA

SIZE

50 - 100

TYPE

Private

CEO

DAVID RUSSELL DANIEL II

REVENUE

<$5M

INDUSTRY

Investment Management

Show more

Summit Financial Group
Full Time
$34k-43k (estimate)
2 Months Ago
Summit Financial Group
Full Time
$33k-39k (estimate)
2 Months Ago