Customer Service Representative (Reception Desk)

Sunrise Banks•St Paul, MN

About The Position

POSITION SUMMARY Responsibilities include; include answering and routing of incoming calls, taking messages and providing information when necessary. Maintains the Bank lobby area, greets and directs all clients, visitors, job candidates and vendors. Places outbound phone calls to clients to gain updated contact information and updates internal records. Performs safe deposit access and assists with dual control for teller line team also assists staff as directed. ESSENTIAL FUNCTIONS Answers phones and greets customers portraying the service culture of Sunrise Banks. Provides customer assistance to meet customers’ needs. Assists customers with account questions and problems or directs customers to the appropriate department. Be knowledgeable of safe deposit policies and procedures to assist customers. Maintain Lobby area, ensuring all brochures are stocked. Responsible for coffee bar duties, if applicable (Como and Washington only) makes cookies and various other coffee drinks for our guests, including maintaining adequate supplies. Maintain the lobby area of the Bank making sure it creates a welcoming environment. Coordinates the location’s mail. Manages the courier runs from and to bank location and the Holding Company, collecting and distributing all the necessary items. Provides support for promotional events as needed. Performs other responsibilities and special projects as assigned by various departments of the Bank. Coordinates ordering of bank supplies. Assist departments throughout the bank location with special projects and functions. Maintain vendor logs. Performs notary services and account updates for clients, as needed. Responsible for issuing debit cards to clients. All other duties as assigned. COMPENTENCIES Sunrise Core Values Adaptability Communication Compliance Dependability & Flexibility Initiative Integrity Judgement Organizational Skills Productivity Professionalism Quality Service Teamwork Technical /PC Skills Work Quality EDUCATION & EXPERIENCE High school degree or GED Required One (1) year customer service experience required. Experience in the financial industry beneficial. Experience with the use of Microsoft Excel, Word, PowerPoint, and Outlook. COMPENSATION & BENEFITS The expected starting annualized salary range is between: $41,600 – 55,000 annually depending on experience and qualifications. In addition, this position is eligible to enroll in a variety of benefits including Medical, Dental and Vision insurance, Retirement (401k) savings, Life and AD&D insurance, Short and Long-term disability insurance, Paid Time Off (PTO), Volunteer Time Off, Paid Parental Leave, Pet Insurance, and more. Details at www.sunrisebanks.com/about/careers/ . This Position Summary reflects management’s assignment of major responsibilities, which represent the majority of essential functions. It is not to be construed as an exhaustive statement of duties, responsibilities or requirements. They may be subject to change at any time due to reasonable accommodation or other reasons.

Requirements

High school degree or GED Required
One (1) year customer service experience required.
Experience with the use of Microsoft Excel, Word, PowerPoint, and Outlook.

Nice To Haves

Experience in the financial industry beneficial.

Responsibilities

Answering and routing of incoming calls
Taking messages and providing information
Maintaining the Bank lobby area
Greeting and directing clients, visitors, job candidates and vendors
Placing outbound phone calls to clients to gain updated contact information and updates internal records
Performing safe deposit access
Assisting with dual control for teller line team
Answering phones and greets customers portraying the service culture of Sunrise Banks
Providing customer assistance to meet customers’ needs
Assisting customers with account questions and problems or directs customers to the appropriate department
Being knowledgeable of safe deposit policies and procedures to assist customers
Maintaining Lobby area, ensuring all brochures are stocked
Being responsible for coffee bar duties, if applicable (Como and Washington only) makes cookies and various other coffee drinks for our guests, including maintaining adequate supplies
Maintaining the lobby area of the Bank making sure it creates a welcoming environment
Coordinating the location’s mail
Managing the courier runs from and to bank location and the Holding Company, collecting and distributing all the necessary items
Providing support for promotional events as needed
Performing other responsibilities and special projects as assigned by various departments of the Bank
Coordinating ordering of bank supplies
Assisting departments throughout the bank location with special projects and functions
Maintaining vendor logs
Performing notary services and account updates for clients, as needed
Being responsible for issuing debit cards to clients
All other duties as assigned