Account Services Representative

BANK-SHARED SERVICE•Union, MO

4d•Onsite

About The Position

We have a great opportunity for an energetic, motivated, community-oriented individual interested in joining the UBU team as Account Services Representative. Responsibilities include promoting business for the Bank by delivering an excellent customer service experience to our existing clients and to potential clients.

Nice To Haves

The ideal candidate has exceptional customer service skills
detail oriented
ability to communicate effectively (oral and in writing)
ability to organize and prioritize to meet deadlines
previous banking experience preferred

Responsibilities

Assist customers with opening new accounts such as Checking, Savings, Certificates, IRA’s, Safe Deposit Box, ATM/Debit/Gift Cards and providing assistance regarding account information.
Perform account maintenance of all deposit accounts.
In depth knowledge of all products offered (ex: Internet Banking, Bill Pay)
Answer inquiries from customers regarding balancing check books, account information.
Cross selling all products. (Internet Banking, Mobile Banking, Mobile Capture, Bill Pay, My Business Banking, Merchant Capture and any other product the bank may offer)
Process returned mail, check orders and address changes.
Maintenance of Safe Deposit Box. (Drilling, sending out notices, past dues, and swapping keys).
Maintain and update customer information into 360View (CRM).
Address and resolve customer issues in a timely manner.
Participate in promotional events and campaigns. If goals are given-expected to meet them.
Attend monthly department meetings to discuss changes.