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Customer Service Representative

Job Description - Customer Service Representative


The Customer Service Representative attracts potential customers by answering questions and suggesting information about Bank products and services. This individual’s primary goal is to ensure excellent customer service standards and maintain high customer satisfaction.  This position is full-time.

ESSENTIAL FUNCTIONS:

 Responsible for account opening and effective cross-selling of products and services, as well as ongoing account relationship management.

 Perform account and card maintenance and disputes.

 Resolve product or service problems, expedite corrections or adjustments and follow up to ensure resolution.

 Conduct training on products and services.

 Ensure sound deposit practices, implement form revisions, maintain accurate disclosures, convey regulatory changes, update and distribute materials and ensure deposit-side software updates are complete.

 Participate in customer service & staff meetings.

 Comply with all requirements, policies and procedures of the Bank Secrecy Act (BSA) and attend all mandatory BSA training as needed for this position. Additionally required to complete all required compliance and regulatory training, not limited to BSA.

 Assume and accomplish other duties as assigned.

 Assist officer(s) in all capacities including customer service administrative duties, preparation of correspondence and Bank functions, project fulfillment and other management-related administrative and clerical duties.

BENEFITS:

  • Competitive compensation
  • Medical, Dental, & Vision Insurance
  • Life & Disability Insurance
  • Employee Assistance Program (EAP)
  • Flex Spending Accounts(FSA)
  • Paid Holidays eligible day 1
  • Paid time off (vacation, personal and sick)
  • Volunteer time off
  • 401(k) Retirement Savings Plan with immediate eligibility and company match
  • Profit Sharing
  • Tuition Reimbursement
  • Career growth & advancement opportunities

Requirements

  •  Must possess excellent communication, clerical, keyboarding and computer skills. Should have a good numerical aptitude. Must be able to multi-task. A thorough understanding of First Bank products and services is necessary and a sales-oriented nature is preferred.
  •  Requires exemplary knowledge of commonly-used concepts, practices and procedures within the customer service field. Professionalism must be exhibited and confidentiality respected at all times.

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