Customer Service Rep 1

Northwest Financial Corp.Spirit Lake, IA
Onsite

About The Position

This role is responsible for processing customer (external and internal) transactions accurately and professionally, providing prompt, efficient, and courteous service. The position involves developing customer relationships to share product knowledge and services, leading to product delivery or referrals. A key aspect is exhibiting proficiency in completing banking transactions while adhering to established processes and procedures. The role also serves as a backup for other positions and performs other assigned duties. Enhancing career through work experience and continuing education is encouraged. Maintaining compliance with federal, state, and local laws and regulations, and participating in examinations, audits, and third-party reviews are essential. The employee must comply with the Information Security Program and maintain a high level of risk and security awareness. Establishing a good image for the Bank through community involvement and attending assigned meetings are also part of the responsibilities. Developing a working knowledge of the Bank’s products and services through usage and training is crucial for providing quality customer service, building relationships, and exceeding expectations.

Requirements

  • High school diploma or general education degree (GED) preferred
  • One year of previous experience preferred
  • Previous cash handling and customer service experience preferred
  • Above average verbal and written communication skills.
  • Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations.
  • Ability to write reports, business correspondence, and procedure manuals.
  • Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.
  • Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume.
  • Ability to apply concepts of basic algebra and geometry.
  • Ability to define problems, collect data, establish facts, and draw valid conclusions.
  • Ability to interpret a variety of instructions in written, mathematical or diagram form and deal with several abstract and concrete variables.
  • Must have a valid driver’s license and be willing to travel to outlying branch areas, as business needs dictate.
  • Regular customer service problem solving using established variables.

Nice To Haves

  • Equivalent combination of education and experience.

Responsibilities

  • Responsible for processing customer (external and internal) transactions in an accurate and professional manner with prompt, efficient and courteous service.
  • Develops customer relationships that provide the opportunity to share product knowledge and services in a professional manner resulting in product delivery or referral.
  • Exhibits proficiency in completing customer banking transactions while following the established processes and procedures.
  • Serves as a backup for other position(s) and performs other duties, as assigned.
  • Enhances career through work experience and continuing education.
  • Maintains compliance with federal, state and local laws and regulations.
  • Participates and responds to examinations, audits and third party reviews.
  • Complies with the Information Security Program and is accountable for maintaining a high level of risk and security awareness.
  • Establishes a good image for the Bank by being active and visible in the community.
  • Attends meetings as assigned.
  • Develops a working knowledge of the Bank’s products and services through usage and webex attendance to provide quality customer service while building relationships and exceeding expectations.
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