Receptionist / CSR

CITIZENS NATIONAL BANK•Richmond, KY

50d•Onsite

About The Position

The Receptionist/Customer Service Representative is a dynamic role and a key member of our team, providing exceptional customer service while managing front-desk operations. This position requires strong interpersonal skills, a professional demeanor, and a working knowledge of banking products and services. The ideal candidate is an energetic and self-starting individual who can greet customers warmly and handle a wide range of inquiries and transactions with efficiency and accuracy.

Requirements

High school diploma or equivalent is required.
Previous experience in a customer-facing role, preferably within a banking or financial institution.
Proficient in computer systems, including Microsoft Office Suite.
Strong organizational, multitasking, and problem-solving skills.
Excellent verbal and written communication skills.
High attention to detail and ability to handle cash with accuracy.

Responsibilities

Greet all incoming customers and direct them to the appropriate area of the bank.
Answer and manage incoming phone calls, resolving customer issues, and forwarding calls as needed.
Process customer transactions accurately, including loan payments.
Maintain an extensive knowledge of banking products and services to assist customers with questions and identify sales opportunities.
Manage the reception area and ensure all necessary forms and information are readily available.
Assist with other administrative and clerical tasks as requested by management.
Assist in opening and closing the Loan Production Office by following established security procedures.
Assist customers with opening new accounts, and explain different product features and benefits.
Actively cross-sell bank products and services by identifying customer needs.
Perform basic account maintenance, such as updating information, processing wire transfers, and placing stop payments.