Customer Service Representative 1 - Huntington Main
About The Position
The Customer Service Representative (CSR) accepts and accurately processes financial transactions according to the Bank’s policies and procedures. As an initial contact for new and existing customers, the CSR provides excellent customer service, performs account transactions, and identifies referral opportunities. The CSR determines the appropriate individual or line of business to handle referrals and more complex customer service issues, and follows up to ensure customer needs are met. The role supports the Banking Center by handling customer calls, completing outbound calls as needed, maintaining knowledge of the Bank’s products and services, and contributing to a positive and effective team environment. The CSR is responsible for their cash drawer and must follow cash-handling, security, audit, and confidentiality procedures.
Requirements
- High school diploma or General Education Degree (GED).
- Ability to read and comprehend simple instructions, short correspondence, and memos.
- Ability to write simple correspondence.
- Ability to present information effectively in one-on-one and small-group situations to customers, clients, and other employees.
- Ability to interpret and follow written, verbal, and visual instructions, using sound judgment and common-sense decision-making to complete tasks accurately and effectively.
- Ability to address problems involving several concrete variables in standardized situations.
- Strong product knowledge appropriate to the expected level of selling and product promotion.
- Excellent organizational skills, ability to multitask, and flexibility.
Nice To Haves
- Minimum of 1 year of cash handling, sales, or customer service experience.
- Sound mathematical and analytical skills.
Responsibilities
- Model the standards of the Bank’s Mission, Vision, and Pledge.
- Accept and accurately process financial service transactions.
- Maintain and balance the CSR cash drawer in accordance with cash-handling procedures.
- Comply with security and audit procedures.
- Keep employee information and customer business confidential and secured.
- Contribute to the team by answering incoming telephone calls and performing additional duties that support the Banking Center.
- Meet assigned individual referral goals.
- Determine the appropriate person or line of business for referral opportunities and complex customer service issues, and follow up to ensure customer needs are met.
- Complete outbound customer calls as needed to support the Banking Center’s sales and service needs.
- Develop and maintain working knowledge of the Bank’s products and services.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
