What are the responsibilities and job description for the Customer Service Representative position at First Exchange Bank?
Job Summary
The Customer Service Representative (CSR) is responsible for delivering exceptional customer service to current and prospective customers of the Bank. This position serves as a primary point of contact in the branch, providing personalized banking support, handling account‑related transactions, and building long‑term customer relationships in alignment with the Bank’s community‑focused values. The CSR demonstrates professionalism, accuracy, and confidentiality in every customer interaction.
Responsibilities:
- Provide friendly, knowledgeable, and efficient service to customers in person, by telephone, and through electronic channels.
- Open and maintain consumer deposit accounts in accordance with Bank policies and regulatory requirements.
- Assist customers with routine account‑related requests, including funds transfers, stop payments, debit card assistance, balance inquiries, and account maintenance.
- Identify customer needs and recommend appropriate Bank products and services to enhance their financial well‑being.
- Resolve customer concerns and complaints promptly, courteously, and accurately, escalating issues when necessary.
- Maintain accurate customer records and ensure all documentation is complete and compliant.
- Safeguard customer confidentiality and comply with all Bank policies, procedures, and applicable regulations.
- Support branch operations by assisting with teller functions or other duties as needed to ensure efficient service and teamwork
- Participate in community outreach, branch initiatives, and ongoing training as required.
- Understand consumer loan transactions and be able to accurately process consumer loan applications and adhere to all policies and procedures.
Skills
- Strong interpersonal and communication skills with a commitment to excellent customer service.
- Attention to detail and ability to accurately process financial transactions.
- Ability to learn and explain banking products, services, and policies.
- Proficiency with computers and basic office software (e.g., Microsoft Office).
- Ability to maintain composure and professionalism in a fast‑paced environment.
- Strong ethical standards and respect for confidentiality.
Pay: $16.00 - $19.00 per hour
Expected hours: 40.0 per week
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Retirement plan
- Vision insurance
Work Location: In person
Salary : $16 - $19