Customer Service Representative Trainee

Capitol Federal Savings Bank•Prairie Village, KS

3d•Onsite

About The Position

Assists customers with all types of teller and new account transactions. Assists customers with opening, processing, and closing Consumer Loans. Advise and cross-sell appropriate products and services which benefit the customer to meet their personal financial goals. Responsible for accurately processing financial transactions and being an effective source of information for our customers: in lobby, drive-thru window or by telephone. Provides friendly, professional, confidential and effective assistance to customers and Bank associates assuring a positive experience and minimizing wait time.

Requirements

High school diploma or equivalent required.
A minimum of one to three years of customer service or related experience, including preparatory experience.

Nice To Haves

Customer Focus
Communication Skills
Integrity and Professionalism
Problem Solving
Attention to Detail
Team Collaboration
Unconditional Ethics

Responsibilities

Assists customers with opening all types of retail accounts and safe deposit boxes as defined by the Bank.
Performs maintenance on existing accounts.
Originates, processes, and closes consumer loans as defined by the Bank.
Must be able to obtain and maintain current registration through the National Mortgage Licensing System and Registry.
Performs peer reviews of existing files as defined by branch management.
Use every customer contact as an opportunity to advise and cross-sell customers about additional services or programs that might benefit them.
Performs teller transactions as defined by the Bank.
Balances cashbox daily to ensure accuracy in transactions and notifies supervisor regarding any offages.
Participates in the rotation of vault duties, including the daily balancing of the vault when it is used.
Answer incoming calls verifying the identity of the caller.
Determines the needs of the caller and minimizes the time and effort to resolve their concerns.
Research, troubleshoot, and resolve external and internal customer inquiries as needed.
Performs branch opening and closing duties as assigned.
Assists other departments and branches with transactions as needed; provides support for the department and branch management in fulfilling customers’ requests.
Maintains the most stringent standards of customer service confidentiality.
Perform other duties as assigned.
Participate in proactive team efforts to achieve departmental and company goals.
Must comply with current applicable laws, regulations and bank policies and procedures.
Comply with all safety policies, practices and procedures.
Report all unsafe activities to supervisor and/or Human Resources.