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Bank Of St Francisville - Saint Francisville, LA

posted about 2 months ago

Full-time - Entry Level
Saint Francisville, LA
Credit Intermediation and Related Activities

About the position

The Customer Service Representative (CSR) at Unitas Consulting will serve as the first point of contact for clients at the Bank of St. Francisville. This role is essential in delivering a personalized banking experience by managing client requests and inquiries, promoting a positive image of the bank, and supporting a team of Financial Consultants. The CSR will handle various tasks including account openings, document processing, and resolving client concerns in a fast-paced environment.

Responsibilities

  • Greet and assist customers and visitors to provide a welcoming experience and address their needs.
  • Promptly and professionally address customer inquiries and requests that don't require a securities license.
  • Open new customer accounts, including completing necessary paperwork and applications.
  • Verify and process checks for customers, ensuring proper account posting and compliance.
  • Coordinate and schedule regular reviews of customer accounts to assess needs and ensure satisfaction.
  • Process client documents, including organizing, verifying, and updating records as needed.
  • Manage research, filing, and tracking of customer account issues, ensuring accurate records and prompt resolution.

Requirements

  • High school diploma or equivalent.
  • Strong communication and customer service skills.
  • Technologically competent.
  • Strong attention to detail.
  • Ability to work collaboratively with others.

Benefits

  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Health insurance
  • Paid time off
  • Professional development assistance
  • Vision insurance
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