Customer Service Representative Jobs

About The Position

Requirements

• High School diploma or equivalent required.
• 2-3 years of related customer service experience preferred.
• Occasional travel to other branches required.

Responsibilities

• Perform a variety of banking transactions including, but not limited to deposits, withdrawals, money orders, loan transactions, certificates of deposit and IRA’s.
• Perform services in accordance with bank standards, policies and procedures.
• Greet and assist customers as they enter the bank.
• Answer the phone according to Reliabank standards.
• Explain services and answer any questions customers may have.
• Refer customers to other bank personnel when appropriate.
• Open new accounts as needed in accordance with bank standards, policies, and procedures. This may include demand deposit accounts, certificates of deposit, safe deposit boxes, IRAs, and/or debit cards.
• Prepare and maintain the bank lobby area for business.
• Record night and mail deposits.
• Maintain a balanced cash drawer and assist other CSRs in the rotation of running proof multiple times throughout each day.
• Cross-sell bank products by answering inquiries, informing customers of new services and product promotions, ascertaining customers’ needs, and directing customers to appropriate bank personnel.