CUSTOMER SERVICE REP
About The Position
JOB DUTIES & RESPONSIBILITIES: -Open/close DDA, Savings, CD, Safe Deposit Box, & IRA'S Load/process accounts and maintenance for all branches -Review/verify daily maintenance from prior workday from all branches -Review holds on core system -Load/process debit cards for all branches -Create, print and maintenance debit cards and applications -Maintenance Debit Cards per customer requests (reset pins, remove restrictions, etc.) -Order checks for customers -Internet banking setup and Maintenace -Assist customers with any questions or concerns -File account paperwork -Mail CD Disclosures -Scan documents to Synergy -Review/verify documents sent to Synergy for accuracy -Conduct online Chat conversations -Process online account verification requests
Nice To Haves
- Very personable/outgoing and enjoy working with public
- Must be able to work at a fast pace while maintaining accuracy
- Strong Communication skills
- Ability to accept challenges/able to multi-task
- Must be willing to learn all aspects of Customer Service
- Ability to communicate with customers clearly and respectfully
- Ability to resolve customer issues are they arise
Responsibilities
- Open/close DDA, Savings, CD, Safe Deposit Box, & IRA'S
- Load/process accounts and maintenance for all branches
- Review/verify daily maintenance from prior workday from all branches
- Review holds on core system
- Load/process debit cards for all branches
- Create, print and maintenance debit cards and applications
- Maintenance Debit Cards per customer requests (reset pins, remove restrictions, etc.)
- Order checks for customers
- Internet banking setup and Maintenace
- Assist customers with any questions or concerns
- File account paperwork
- Mail CD Disclosures
- Scan documents to Synergy
- Review/verify documents sent to Synergy for accuracy
- Conduct online Chat conversations
- Process online account verification requests
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
