About The Position

The Customer Service Representative (CSR) serves as the first point of contact for our customers. This role is responsible for delivering exceptional Signature Service, building customer relationships, identifying customer needs, and supporting opening and maintaining individual and business accounts. The CSR uses a consultative approach to understand customer needs, recommend tailored products and services, and ensure a seamless banking experience.

Requirements

  • High school diploma or equivalent required.
  • Minimum of one (1) year of customer service and/or sales experience preferred (banking experience a plus).
  • Demonstrated ability to build relationships and provide consultative solutions.
  • Strong computer proficiency and comfort learning new technology platforms.
  • Excellent verbal and written communication skills.
  • Strong analytical thinking and problem-solving abilities.
  • Detail-oriented with the ability to manage multiple priorities in a fast-paced environment.
  • Technologically proficient with the ability to quickly learn and adapt to new banking platforms, digital tools, and evolving financial technology.
  • Comfortable assisting customers with digital banking services such as online banking, mobile apps, remote deposit capture, and other electronic services.

Responsibilities

  • Utilize a consultative sales approach to identify customers’ financial goals and recommend appropriate products and services.
  • Open, maintain, and service a variety of deposit accounts and related financial services.
  • Build and expand customer relationships through proactive outreach and follow-up.
  • Resolve customer concerns by identifying root causes, implementing timely solutions, and ensuring complete resolution.
  • Recognize cross-sell and referral opportunities and connect customers with appropriate internal partners.
  • Accurately document and track customer interactions to support effective sales and service delivery. Maintain strict adherence to internal controls, policies, and operational procedures.
  • Comply with all applicable federal and state banking regulations, including but not limited to the Bank Secrecy Act (BSA), Anti-Money Laundering (AML), and Customer Identification Program (CIP) requirements. Collaborate effectively with team members and business partners to support branch and organizational goals.
  • Actively participate in ongoing training and professional development to remain current on products, services, and regulatory changes.
  • Other duties as assigned.

Benefits

  • Career opportunities and growth.
  • Competitive benefit package. Benefits include: paid employee health insurance, dental insurance, vision insurance, short-term disability insurance, paid long-term disability insurance, paid life insurance, 401(k) plan with employer contributions, Employee Stock Ownership Plan (ESOP) with employer contributions, flexible spending account (FSA), wellness program, employee assistance program, vacation time, sick time, paid federal holidays, and other unique perks.
  • Flexibility
  • Unique Culture

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What This Job Offers

Job Type

Full-time

Career Level

Entry Level

Education Level

High school or GED

Number of Employees

101-250 employees

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