What are the responsibilities and job description for the CUSTOMER SERVICE REPRESENTATIVE position at Stockman of Montana?
Position General Responsibilities
This position is the Office’s front line with regard to New Accounts and Customer Service. It requires extensive product knowledge to support frequent customer contact in the development of new business through the servicing of requests, calling on existing customers, identification and calling on potential customers, and representing the Bank in community activities.
Employees Supervised
None.
Education, Experience And Certification Requirements
Note: Only minimum responsibilities are listed. Other responsibilities may be required as requested by management.
Basic Qualifications
The position requires a thorough knowledge of all types of accounts, services and products offered and sold. The Customer Service Representative (CSR) will have extensive in-person and telephone contact and is to conduct relationships in a manner that will enhance the professional, community focused and overall marketing effort of the Bank.
Position Specific Responsibilities, Duties And Competencies
This position is the Office’s front line with regard to New Accounts and Customer Service. It requires extensive product knowledge to support frequent customer contact in the development of new business through the servicing of requests, calling on existing customers, identification and calling on potential customers, and representing the Bank in community activities.
Employees Supervised
None.
Education, Experience And Certification Requirements
Note: Only minimum responsibilities are listed. Other responsibilities may be required as requested by management.
Basic Qualifications
- Strong commitment to providing exceptional customer service.
- High School diploma or equivalency.
- Ten key proficiency.
- Previous computer experience.
- Previous Bank Operations knowledge and skills.
- 1-2 years previous financial institution/customer service experience
- Previous experience using ITI Teller Platform.
The position requires a thorough knowledge of all types of accounts, services and products offered and sold. The Customer Service Representative (CSR) will have extensive in-person and telephone contact and is to conduct relationships in a manner that will enhance the professional, community focused and overall marketing effort of the Bank.
Position Specific Responsibilities, Duties And Competencies
- New Accounts/Sales/Service:
- Maintain an extensive knowledge of deposits, loan and on-deposit services offered by Stockman Bank by studying product information, bulletins, regulations and updates. Attend periodic training sessions and stay abreast of new procedures, marketing techniques, rules and regulations.
- Sell multiple financial products and services to new and existing customers by assessing customer needs and determining which financial services can best satisfy those needs. Products include but are not limited to:
- Transaction Accounts * Safe Deposit Boxes
- IRA’s * Trusts
- Savings Accounts * Direct Deposit Enrollment
- ATM Cards * Wire Transfers
- Credit Cards
- Spot sales opportunities and cross-sell other Bank services as they arise.
- Refer potential clients to the Investment Center.