What are the responsibilities and job description for the Customer Service and Sales Associate position at OakStar Bank?
Job Description
The Customer Service and Sales Associate role is an exciting opportunity to join our team at OakStar Bank. As a key member of our branch team, you will be responsible for delivering exceptional customer service, promoting the bank's products and services, and maintaining accurate records.
Main Responsibilities:
- Provide exceptional customer service by answering customer inquiries, investigating and correcting errors, and resolving problems or other issues.
- Process new account transactions, including opening, maintaining, and closing all types of accounts.
- Assist customers in selecting various accounts and financial services available from the bank, ensuring cross-sell opportunities are presented.
- Operate computer terminals or personal computers to process account activity, determine balances, and resolve problems within given authority.
- Represent the bank in various community, civic, and community reinvestment functions to further enhance the bank's image and develop additional business.
Requirements:
- High school diploma or general education degree (GED) and 1 years of related experience and/or training, or the equivalent combination of education and experience.
- Basic experience, knowledge, and training in branch operation activities, terminology, and products and services relating to retail and commercial account customers.
- Basic knowledge of related State and Federal banking compliance regulations and other Bank operational policies.
- Basic skills in computer terminal and personal computer operation, mainframe computer system, word processing, spreadsheet, and specialty software programs.
- Ability to work effectively in a team environment and communicate clearly with customers and colleagues.
- Good organizational and time management skills.
