Customer Service Representative

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Job Type

Full-time

Description

Position Summary

• He/she is part of the operations center and is responsible for providing prompt, courteous, friendly service to customers, prospective customers, and bank employees seeking assistance with financial services. The customer support specialist expands relationships through the accurate and timely processing of request by phone. He/she actively promotes new business banking products and services. This job description is not intended to be all-inclusive. Employee may perform other duties as required to meet the ongoing needs of the Bank and Department objectives.

This position will provide administrative support duties as required.

Essential Functions - or also as assigned by manager

• 1st level online Banking support

• Provide courteous, accurate, prompt information and follow through with every internal and external customer.

• Demonstrate a thorough knowledge of bank products/services.

• Assure compliance by following policies and procedures.

Competencies

• Integrity and Trust

• Ethics and Values

Requirements

Qualifications -- To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.

Education/Experience

• Highschool graduate or equivalent, college helpful but not required. 2-3 years' experience working in a financial organization.

Language Skills --

• Ability to read, analyze, and interpret general business periodicals, technical procedures, or governmental regulations.

• Ability to write reports, business correspondence, and procedure manuals.

• Ability to work independently with vendors on issues, changes, or questions.

• Ability to effectively communicate and respond to questions from bank employees, customers, and potential customers.

Mathematical Skills --

• Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume.

• Ability to apply concepts of basic algebra.

Reasoning Ability --

• Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form.

• Ability to deal with problems involving several concrete variables in standardized situations.

Equipment Skills -- Ability to use a multi-line phone system, copy machine, fax machine, ten-key adding machine, personal computer, and printer with a general knowledge of excel spreadsheets and word processing applications, and have basic typing skills.

Physical Requirements --

• Use hands and/or fingers to pick up, grasp, hold, and sort.

• Talk and hear.

• Stand, walk, and/or sit for prolonged periods.

• Occasionally stoop, kneel, crouch, crawl, climb, balance, or reach with hands and arms.

• Occasionally lift and/or move up to 50 pounds.

• Specific vision abilities include close vision, ability to focus, and vision capabilities needed to obtain valid driver's license.

Work Environment

• Group environment with blended conversations and distractions. Able to multi task and switch between projects quickly.

If you need a reasonable accommodation to do the essential job functions please provide more details on the accommodation you would like to request.

The above noted job description is not intended to describe, in detail, the multitude of tasks that may be assigned but rather to give the employee a general sense of the responsibilities and expectations of his/her position. As the nature of business demands change so, too, may the essential functions of this position.