CSR - Customer Service Representative
About The Position
The Customer Service Representative (CSR) performs a variety of high-quality customer service functions in accordance with established policies and procedures. The role provides banking products and services to customers to meet their financial needs. The CSR answers questions about United’s products and services, actively sells suitable products and services in a courteous and professional manner, and represents the bank positively. The position supports existing customer relationships, provides account guidance and information, opens and maintains deposit accounts, and ensures account records are accurate and compliant with established procedures. It also handles customer inquiries and complaints, debit-card disputes and research, and other banking and administrative tasks. The position may provide backup to other retail banking roles, requires schedule flexibility to work evenings and weekends as needed, and involves up to 10% travel.
Requirements
- High school diploma or equivalent.
- Successful completion of the in-house training program.
- Interpersonal skills to relate to and empathize with others.
- Good oral and written communication skills and good selling skills.
- Ability to maintain a friendly, cheerful, and courteous demeanor throughout the workday.
- Ability to operate bank software programs.
- Ability to operate standard office equipment.
- Proficient keyboarding skills.
- Thorough knowledge of financial institution products and services.
- Ability to pass a criminal background and credit check.
Nice To Haves
- Sales experience is preferred.
Responsibilities
- Provide exceptional service to customers and prospective customers to meet their banking needs.
- Support existing customer relationships and maintain high-quality customer service.
- Provide account guidance, suggestions, and other necessary information.
- Provide account information and updates, and accurately answer questions about policies.
- Open accounts in accordance with established policies and procedures; maintain accurate records and enter accounts into the bank’s computer system.
- Maintain thorough knowledge of banking products and services.
- Actively sell products and services using United’s needs-based approach.
- Resolve customer complaints with tact and professionalism.
- Open and maintain deposit accounts, including Individual Retirement Accounts and Certificates of Deposit.
- Order job-related supplies as needed.
- Answer customer inquiries.
- Assist other staff with customer service, telephone calls, and other duties as needed.
- Complete debit-card disputes and research, and order and hot-card debit cards.
- Perform file maintenance.
- Participate in required compliance training, including Bank Secrecy Act/anti-money laundering training, and other internal and external training, meetings, and seminars or conferences.
- Provide backup to various retail banking roles as required.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
