Financial Customer Service Representative
About The Position
Provide exceptional client service. Research and resolve problems and errors. Provide client and branch support for online and mobile banking and all other loan related transactions. Contribute to department service quality goal achievement. Proactively assessing client’s service needs, resolving inquiries, providing account information, and performing a variety of transactions on the client’s behalf. Actively expanding existing client relationships by cross-selling products and services, or referring clients to appropriate sales staff. Utilize computerized systems to gather information, troubleshoot and track calls. Comply with policies, procedures, security requirements, and government regulations.
Requirements
- Proven ability to provide professional, accurate, and responsive client service.
- Effective verbal and written communication skills, including proper phone and email etiquette.
- Experience in effective sales and referrals.
- Strong negotiation, customer service, and time management skills.
- Ability to handle multiple tasks simultaneously.
- Willingness to work in a busy team environment and handle changing priorities.
- Knowledge of federal and state laws and regulations relating to deposit accounts and operations.
- Proficient in Microsoft Office products with the ability to manage multiple computer applications simultaneously.
Responsibilities
- Provide exceptional client service.
- Research and resolve problems and errors.
- Provide client and branch support for online and mobile banking and all other loan related transactions.
- Contribute to department service quality goal achievement.
- Proactively assessing client’s service needs, resolving inquiries, providing account information, and performing a variety of transactions on the client’s behalf.
- Actively expanding existing client relationships by cross-selling products and services, or referring clients to appropriate sales staff.
- Utilize computerized systems to gather information, troubleshoot and track calls.
- Comply with policies, procedures, security requirements, and government regulations.
Benefits
- Medical, dental & vision
- Critical Illness, Accident, and Hospital
- 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available
- Life Insurance (Voluntary Life & AD&D for the employee and dependents)
- Short and long-term disability
- Health Spending Account (HSA)
- Transportation benefits
- Employee Assistance Program
- Time Off/Leave (PTO, Vacation or Sick Leave)
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
