CSR I- Full-Time - Covington, Georgia

United Bank • Covington, GA

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About The Position

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

Requirements

• High school diploma or equivalent required.
• Minimum of one year of customer service and/or sales experience preferred; banking experience is 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 and able to quickly learn and adapt to banking platforms, digital tools, and evolving financial technology.
• Comfortable assisting customers with digital banking services, including online banking, mobile apps, remote deposit capture, and other electronic services.

Nice To Haves

• Banking experience.

Responsibilities

• Use 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 applicable federal and state banking regulations, including BSA, AML, and CIP requirements.
• Collaborate with team members and business partners to support branch and organizational goals.
• Participate in ongoing training and professional development to stay current on products, services, and regulatory changes.
• Perform other duties as assigned.

Benefits

• 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
• Other unique perks
• Career opportunities and growth
• Competitive benefit package
• Flexibility
• Unique culture

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED