Customer Service Representative - Porterville

Bank Of The Sierra•Porterville, CA

4d•Onsite

About The Position

JOB SUMMARY: The Customer Service Representative assists Bank customers on the phone with questions regarding their accounts and Bank products. They must be able to maintain confidentiality and be prepared to deal with upset customers in a professional manner. To remain in the Customer Service Center, the employee must satisfactorily complete or have completed Bank of the Sierra's Teller Training Program and the New Accounts Training Program. RESPONSIBILITIES INCLUDE, BUT ARE NOT LIMITED TO: Have a polite and engaging telephone decorum. Process a minimum of 175 phone calls daily. Maintain an acceptable knowledge level of Bank products and compliance issues. Assist customers with questions regarding Bank products. Be willing and able to learn all "back office" job functions in the CSC. Be willing and able to cross-sell bank incentive products daily. Assist customers with questions regarding their various accounts. Manage difficult or emotional customer situations; respond promptly to customer needs; solicit customer feedback to improve service; respond to requests for service and assistance; meet commitments. Maintains confidentiality; listens to others without interrupting; keeps emotions under control. Treats people with respect; keeps commitments; inspires the trust of others; works with integrity and ethics; upholds organizational values. Follows policies and procedures; completes administrative tasks correctly and on time; supports organization's goals and values; benefits organization through outside activities; supports affirmative action and respects diversity. Other duties may be assigned.

Requirements

Excellent customer service skills, attentiveness, information retention, tact, and diplomacy in dealing with both customers and employees.
Mathematical skills.
Strong communication & organizational skills.
Detail-oriented, with a high degree of accuracy.
Competence with computers, telephone, 10-key calculator, other office machinery, Word, and Excel.
Ability to work in a fast-paced environment & under pressure as needed.
High school diploma or GED equivalent required.
Two (2) or more years of experience in bank operations, new accounts, or credit assistant/loan positions

Responsibilities

Have a polite and engaging telephone decorum.
Process a minimum of 175 phone calls daily.
Maintain an acceptable knowledge level of Bank products and compliance issues.
Assist customers with questions regarding Bank products.
Be willing and able to learn all "back office" job functions in the CSC.
Be willing and able to cross-sell bank incentive products daily.
Assist customers with questions regarding their various accounts.
Manage difficult or emotional customer situations; respond promptly to customer needs; solicit customer feedback to improve service; respond to requests for service and assistance; meet commitments.
Maintains confidentiality; listens to others without interrupting; keeps emotions under control.
Treats people with respect; keeps commitments; inspires the trust of others; works with integrity and ethics; upholds organizational values.
Follows policies and procedures; completes administrative tasks correctly and on time; supports organization's goals and values; benefits organization through outside activities; supports affirmative action and respects diversity.
Other duties may be assigned.