What are the responsibilities and job description for the Customer Service Rep position at BankFirst Financial Services?
BASIC PURPOSE:A front-line employee who explains account products and services to prospective customers and assists them in completing the necessary documents to open new accounts. Assist current customers with inquiries and problems. Participates in the sales culture of the institution. Expected to make referrals and cross-sell products/services appropriate to the customers’ needs. Other duties may be assigned.
PRINCIPLE ACCOUNTABILITIES
Interview prospective customers to obtain information for opening new accounts: checking, savings, Christmas Clubs, CD’s, IRA’s, Safe Deposit Boxes.
Answers customer questions and explain all bank retail products and services.
Compile information about new accounts, enter account information into computers, and file related forms and other documents.
Inform customers of procedures for applying for services such as debit cards, direct deposit of checks, certificates of deposit, wires, ordering foreign currency, ordering checks, Clickswitch, instant issue debit cards, official checks, credit card applications.
Identify customers’ needs and propose the appropriate products and/or services.
Close the sale of products/services or refer customers to appropriate bank personnel to meet their financial needs.
Be knowledgeable and proficient in the use of all online services and promote those services to customers.
Assist current customers with inquiries and problems if necessary.
Meet or exceed all “BankFirst Telephone, Voicemail/Email, and Service Standards"
EDUCATION, EXPERIENCE, SKILLS:
Must have good computer skills, specifically Excel, Word, Adobe Sign.
Previous banking experience a must.
Should be detail oriented and be able to multi-task.
Have excellent communications skills, written and verbal.
Should be sales oriented and have excellent product knowledge.
BankFirst is an EO employer- M/F/Veteran/Disability
Salary.com Estimation for Customer Service Rep in Flowood, MS
$37,971 to $46,866
If your compensation planning software is too rigid to deploy winning incentive strategies, it’s time to find an adaptable solution.
Compensation Planning
Enhance your organization's compensation strategy with salary data sets that HR and team managers can use to pay your staff right.
Surveys & Data Sets
What is the career path for a Customer Service Rep?
Sign up to receive alerts about other jobs on the Customer Service Rep career path by checking the boxes next to the positions that interest you.
BASIC PURPOSE OF POSITION Serves as a key leader within the bank’s Second Line of Defense, directing the evaluation, structuring, and approval of complex c...more
BASIC PURPOSE OF POSITION Serves as a key leader within the bank’s Second Line of Defense, directing the evaluation, structuring, and approval of complex c...more
BASIC PURPOSE: This position is responsible for performing pre-closing reviews of consumer and selected commercial loans and determining conformance with d...more
BASIC PURPOSE OF POSITION: The Deposit Compliance Officer I supports the Director of Compliance in developing, implementing, and maintaining the bank’s ent...more
This employee communicates with customers for the purposes of answering questions, resolving problems, determining ongoing and additional product/service n...more
About TrustCare At TrustCare, we’re not just another healthcare provider—we’re here to make every patient experience amazing. From simplifying the healthca...more
