Customer Service Representative- Southampton
About The Position
This role involves processing customer transactions accurately and efficiently, performing customer-requested account maintenance, and assisting with complex customer service issues. The representative will coordinate with various departments to resolve customer requests, promote bank products and services, and open personal and business accounts using bank and third-party systems. Adherence to bank policies, participation in onboarding calls and outbound campaigns, and accurate daily transaction balancing are also key. The position requires providing outstanding customer service and utilizing a customer relationship management system for documentation and referrals.
Requirements
- High School diploma or equivalent required
- Knowledge of Bank products and services
- Excellent customer service and communication skills
- Ability to interact well with Team Members and customers
- Strong in attention to details and accuracy
- Basic computer skills
- Ability to multi-task and remain organized
Nice To Haves
- Previous banking experience preferred
Responsibilities
- Process customer transactions accurately and efficiently, ensuring all required forms are completed properly.
- Perform customer requested account maintenance including address changes, ID updating, card ordering and check ordering.
- Assist customers with complex customer service issues and questions, coordinate with all areas of the organization to provide timely resolution to all customer requests.
- Promote a positive image of the Bank by identifying customer financial needs and proactively recommending appropriate Bank products and services including investments and residential lending.
- Open personal and business accounts using a Bank computer system and other related third party systems.
- Adhere to all Bank policies and procedures when opening accounts.
- Participate in new customer relationship onboarding calls and prescribed network wide outbound call campaigns.
- Organize work to facilitate a timely and accurate balancing of transactions at the end of the day while maintaining appropriate cash levels.
- Provide outstanding customer service while exhibiting a professional demeanor at all times.
- Utilize the customer relationship management system to document customer conversations and send referrals to other departments.
- Perform related duties as required.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
Number of Employees
11-50 employees
