Customer Service Representative - Norwalk, OH

First National BankNorwalk, OH
Onsite

About The Position

The role of the Teller is to be welcoming, build rapport and provide outstanding service to the Bank clients while performing account transactions. Tellers and all Branch team members are always expected to act professionally, conduct business ethically avoid conflicts of interest and act in the best interest our clients and FNB. This position involves accepting and accurately processing all financial service transactions, maintaining responsibility for the cash drawer, and following proper balancing procedures. It also requires acting as a resource to identify and resolve client servicing issues, building client rapport, and providing excellent client service. The representative will assist clients in achieving their financial goals, address concerns, and coordinate with branch management and business partners as needed. Additionally, the role includes ensuring compliance with security and audit procedures, adhering to policies, participating in team meetings, and staying current on FNB offerings.

Requirements

  • Have great attention to detail, effective communication, problem solving while giving excellent customer service.
  • Have 1-2 years financial services experience or related sales or customer service experience
  • Be available to work 2-3 Saturdays a month
  • Be able to pass a background check and have a good credit record

Responsibilities

  • Accept and accurately process all financial service transactions
  • Maintain responsibility for cash drawer and follow proper balancing procedures
  • Act as a resource to identify and resolve client servicing issues
  • Build Client Rapport
  • Provide excellent client service to all FNB clients
  • Where problem resolution is required, take thorough information from the client and get back to them in a timely manner
  • Ensure a confident tone that reassures the client we will follow up with resolution
  • Greet and welcome every client as they enter the branch; acknowledge by name, if known
  • Assist clients in achieving their financial goals and objectives Quality Conversations referring to Wealth Management and business partners.
  • Address client issues or concerns; engage branch management when needed to provide full solutions for clients
  • Help create and establish a business relationship between the Branch manager and the client
  • Coordinate time between manager, business partners and client for business meetings as necessary
  • Engage the Branch Manager when faced with complex client account issues
  • Answer the phone within the Branch professionally, promptly, and pleasantly
  • Other duties as assigned
  • Ensure compliance with security and audit procedures
  • Adhere to all applicable policies and procedures
  • Participate in team meetings –daily huddles
  • Understand goals and objectives for the branch
  • Review and maintain knowledge of product guides, fees and policies to stay current on FNB offerings
  • Provide answers and assistance for client questions/concerns, utilizing resources within the branch

Benefits

  • 401k with company match
  • Medical/Prescription coverage
  • HSA option
  • Vision and Dental options
  • Life insurance options including a company paid life insurance
  • Short and Long term disability
  • paid holidays
  • PTO
  • tuition reimbursement
  • Wellness programs with financial incentives

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What This Job Offers

Job Type

Full-time

Career Level

Entry Level

Education Level

No Education Listed

Number of Employees

251-500 employees

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