Customer Service Representative (Reception Desk)

Sunrise Banks•St Paul, MN

8d•Onsite

About The Position

Responsibilities 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. 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.

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.
Demonstrates the ability to work effectively with AI tools and maintains an open, curious approach to emerging technologies.

Nice To Haves

Experience in the financial industry beneficial.

Responsibilities

Answering and routing of incoming calls, taking messages and providing information when necessary.
Maintaining the Bank lobby area, greeting and directing all clients, visitors, job candidates and vendors.
Placing outbound phone calls to clients to gain updated contact information and updating internal records.
Performing safe deposit access and assisting with dual control for teller line team.
Assisting staff as directed.
Answering phones and greeting customers portraying the service culture of Sunrise Banks.
Providing customer assistance to meet customers’ needs.
Assisting customers with account questions and problems or directing customers to the appropriate department.
Maintaining the lobby area, ensuring all brochures are stocked.
Responsible for coffee bar duties, if applicable (Como and Washington only), making cookies and various other coffee drinks for 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.
Issuing debit cards to clients.
Performing all other duties as assigned.