What are the responsibilities and job description for the Receptionist / CSR position at Citizens National Bank?
Job Title: Receptionist / CSR, Loan Production Office
Department: Lending
Location: Richmond, Kentucky
Job Type: Full-time with Benefits (or) Part-time
Job Summary
The Receptionist/Customer Service Representative is a dynamic role and a key member of our team, providing exceptional customer service while managing front-desk operations. This position requires strong interpersonal skills, a professional demeanor, and a working knowledge of banking products and services. The ideal candidate is an energetic and self-starting individual who can greet customers warmly and handle a wide range of inquiries and transactions with efficiency and accuracy.
Key Responsibilities
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Customer Service:
- Greet all incoming customers and direct them to the appropriate area of the bank.
- Answer and manage incoming phone calls, resolving customer issues, and forwarding calls as needed.
- Process customer transactions accurately, including loan payments.
- Maintain an extensive knowledge of banking products and services to assist customers with questions and identify sales opportunities.
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Administrative Support:
- Manage the reception area and ensure all necessary forms and information are readily available.
- Assist with other administrative and clerical tasks as requested by management.
- Assist in opening and closing the Loan Production Office by following established security procedures.
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Account and Product Assistance:
- Assist customers with opening new accounts, and explain different product features and benefits.
- Actively cross-sell bank products and services by identifying customer needs.
- Perform basic account maintenance, such as updating information, processing wire transfers, and placing stop payments.
Qualifications
- High school diploma or equivalent is required.
- Previous experience in a customer-facing role, preferably within a banking or financial institution.
- Proficient in computer systems, including Microsoft Office Suite.
- Strong organizational, multitasking, and problem-solving skills.
- Excellent verbal and written communication skills.
- High attention to detail and ability to handle cash with accuracy.
How to apply:
Interested candidates should submit a resume and cover letter detailing their
qualifications and experience. Please send correspondence to Tina Blakley, HR
Manager at tblakley@cnbsomerset.com.
Citizens National Bank is an Equal Opportunity Employer.