Customer Service Representative

Overview:

This position is responsible for providing individual customized services. Other responsibilities include assisting other bank staff in helping customers, as needed.

Duties:

Provides individual customized services to customers. Learns about customers' financial situations and needs and provides advice about the bank's products and services. Works with customers to help them establish new accounts. Provides customers with account updates on a timely basis. Assists other bank staff in helping customers as needed. Resolve ID theft red flags Prepares and sends wires. Prints and orders debit cards. Orders checks. Make contributions and distributions and other changes to IRA's as needed. Assist customers with online banking, setting up bill pay, resetting passwords and answering chat messages. Answers incoming phone calls in a professional manner and assists customers on phone. Be able to multitask between duties as needed on the teller line. Other duties assigned.

General Competencies:

Communicates in a straightforward and assertive fashion. Updates relevant people with timely information Listens carefully to what others are saying. Respects and considers all opinions, even counter-opinions. Assumes responsibility for mistakes and failures. Demonstrates consistency between what is said and what is done. Behaves according to sound ethical and legal standards. Is respectful of others. Balances individual goals with team goals. Builds and maintains productive relationships with people throughout the organization. Maintains composure in frustrating situations. Demonstrates flexibility in working with others. Adapts to and helps others adapt to change.

Position Competencies:

Answers customer questions and fully addresses their concerns. Quickly and practically solves customers' problems. Demonstrates appropriate discretion, keeps confidential information private. Demonstrates good interpersonal communication and presentation skills. Manages difficult customer situations and treats others with respect. Maintains a neat and professional appearance. Demonstrates strong customer service and communication skills. Demonstrates a consistently high level of professional judgment. Maintains independence and objectivity in carrying out job responsibilities. Develops strong relationships with existing customers. Projects a good impression of the bank and its integrity. Uses contacts in the business community to produce business for the bank. Can think quickly and develop practical solutions to problems. Cross-sells the bank's products and services to customers. Assists or refers bank customers to specialists in other products areas, as needed.

Education and Experience Requirements:

High school diploma; bachelor's degree in business, finance or related field preferred. One to three years' experience in an office or financial institution preferred. Customer contact experience preferred.

Benefits:

401(k) 401(k) matching Dental insurance Flexible spending account Health insurance Life insurance Paid time off Vision insurance Application Question(s): Do you have experience opening and closing accounts in retail banking?

Experience:

Banking:

1 year (Required)

Work Location:

In person