What are the responsibilities and job description for the Customer Service Representative position at RIVER BANK & TRUST?
RB&T Mission Statement:
As a trusted partner and friend, River Bank & Trust helps our neighbors and the businesses in our communities to reach their financial goals.
Position Summary:
The Customer Service Representative “CSR” is responsible for assisting new and existing customers with the processing of all new account transactions involving various accounts and financial services. The CSR also meets the needs of our customers by providing unmatched hospitality.
Essential Duties and Responsibilities:
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The essential functions include, but are not limited to the following:
- Must be able to efficiently identify all of the customer’s needs and excel in referring other products within all of the other lines of business that the bank may offer. This will be done by maintaining knowledge of both personal and business products.
- Answer incoming calls, whether externally or internally;
- Professionally, courteously and promptly greet and acknowledge all customers that walk into the Office
- Open and close all account types, while preparing the proper documentation
- Initial gathering and understanding of proper identification/documentation of the requirements to open a new account or make changes
- Provide ongoing maintenance to existing or closed accounts to include, but not limited to: process wire transfer requests, stop payments, name and address changes
- Maintain confidentiality of all customer records, accounts and transactions
- May represent the Bank in various community functions with a high level of integrity and professionalism
- Prepare necessary reports, perform various clerical duties and/or miscellaneous projects and duties as assigned by Management
- Occasionally may be required to assist the teller line