Centennial Bank
Customer Service Representative I
The Customer Service Representative I (CSR) is responsible for retaining existing relationships and establishing new deposit accounts in accordance with branch goals. The CSR is also responsible for promoting and cross‑selling bank products and services.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Open new accounts including checking, savings, CDs, IRAs and other products offered by the bank.
Complies with all applicable regulations, policies and procedures.
Assess customer needs and cross‑sell appropriate products and services.
Functions as Teller, Sr. Teller or Teller Supervisor as needed.
Supports attainment of branch goals.
Refers new business to company subsidiaries, such as insurance, mortgage and brokerage.
Resolve customer concerns and ensure effective and long‑term problem resolution.
Develops and builds customer loyalty.
Follows up on referrals made by other team members.
Assists with loan origination and processing as needed.
Answers customer inquiries relating to products, rates and services.
Provides ancillary services such as notary services.
Responsible for tracking and monitoring of all required documentation.
Maintains positive, friendly and professional attitude and appearance.
Adheres to work schedules.
Completes required BSA/AML training and other compliance training as assigned.
Work in a constant state of alertness and in a safe manner.
Perform any other related duties as required or assigned.
QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty mentioned satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.
EDUCATION AND EXPERIENCE High school or GED, plus specialized schooling and/or on‑the‑job education in a specific skill area; e.g., data processing, clerical/administrative, equipment operation, etc., plus 12 to 18 months related experience and/or training, or equivalent combination of education and experience.
COMMUNICATION SKILLS Ability to effectively communicate information and respond to questions in person‑to‑person and small group situations with customers, clients, general public and other employees of the organization.
MATHEMATICAL SKILLS Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to apply concepts such as fractions, ratios, and proportions to practical situations.
CRITICAL THINKING SKILLS Ability to utilize common sense understanding in order to carry out written, oral or diagrammed instructions. Ability to deal with problems involving several known variables in routine situations.
REQUIRED CERTIFICATES, LICENSES, REGISTRATIONS None
PREFERRED CERTIFICATES, LICENSES, REGISTRATIONS Some outside banking related courses preferred.
SOFTWARE SKILLS REQUIRED Intermediate: Spreadsheet
Basic: 10‑Key, Payroll Systems, Word Processing/Typing
WORKING CONDITIONS Somewhat disagreeable working conditions. Continuously exposed to one or two elements such as noise, intermittent standing, walking; and occasional pushing, carrying, or lifting.
ENVIRONMENTAL CONDITIONS The following work environment characteristics described here are representative of those an employee encounters while performing essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The noise level in the work environment is usually moderate.
PHYSICAL ACTIVITIES The following physical activities described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Semi‑repetitive, low physical. Semi‑repetitive type work which requires periods of concentration for varied time cycles as prescribed by the tasks.
While performing the functions it is continuously required to talk or hear; regularly required to stand, walk, sit, use hands to finger, handle, or feel, reach with hands and arms; frequently required to stoop, kneel, crouch, or crawl; lifting up to 50 pounds; regular lifting up to 25 pounds. Specific vision abilities: close vision.
ADDITIONAL INFORMATION
Demonstrated sales ability a plus.
Location Get notified about new Customer Service Representative jobs in
Big Pine, FL .
Referral Referrals increase your chances of interviewing at Centennial Bank by 2x.
Seniority level Entry level
Employment type Full‑time
Job function Other
Industries Banking
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ESSENTIAL DUTIES AND RESPONSIBILITIES
Open new accounts including checking, savings, CDs, IRAs and other products offered by the bank.
Complies with all applicable regulations, policies and procedures.
Assess customer needs and cross‑sell appropriate products and services.
Functions as Teller, Sr. Teller or Teller Supervisor as needed.
Supports attainment of branch goals.
Refers new business to company subsidiaries, such as insurance, mortgage and brokerage.
Resolve customer concerns and ensure effective and long‑term problem resolution.
Develops and builds customer loyalty.
Follows up on referrals made by other team members.
Assists with loan origination and processing as needed.
Answers customer inquiries relating to products, rates and services.
Provides ancillary services such as notary services.
Responsible for tracking and monitoring of all required documentation.
Maintains positive, friendly and professional attitude and appearance.
Adheres to work schedules.
Completes required BSA/AML training and other compliance training as assigned.
Work in a constant state of alertness and in a safe manner.
Perform any other related duties as required or assigned.
QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty mentioned satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.
EDUCATION AND EXPERIENCE High school or GED, plus specialized schooling and/or on‑the‑job education in a specific skill area; e.g., data processing, clerical/administrative, equipment operation, etc., plus 12 to 18 months related experience and/or training, or equivalent combination of education and experience.
COMMUNICATION SKILLS Ability to effectively communicate information and respond to questions in person‑to‑person and small group situations with customers, clients, general public and other employees of the organization.
MATHEMATICAL SKILLS Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to apply concepts such as fractions, ratios, and proportions to practical situations.
CRITICAL THINKING SKILLS Ability to utilize common sense understanding in order to carry out written, oral or diagrammed instructions. Ability to deal with problems involving several known variables in routine situations.
REQUIRED CERTIFICATES, LICENSES, REGISTRATIONS None
PREFERRED CERTIFICATES, LICENSES, REGISTRATIONS Some outside banking related courses preferred.
SOFTWARE SKILLS REQUIRED Intermediate: Spreadsheet
Basic: 10‑Key, Payroll Systems, Word Processing/Typing
WORKING CONDITIONS Somewhat disagreeable working conditions. Continuously exposed to one or two elements such as noise, intermittent standing, walking; and occasional pushing, carrying, or lifting.
ENVIRONMENTAL CONDITIONS The following work environment characteristics described here are representative of those an employee encounters while performing essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The noise level in the work environment is usually moderate.
PHYSICAL ACTIVITIES The following physical activities described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Semi‑repetitive, low physical. Semi‑repetitive type work which requires periods of concentration for varied time cycles as prescribed by the tasks.
While performing the functions it is continuously required to talk or hear; regularly required to stand, walk, sit, use hands to finger, handle, or feel, reach with hands and arms; frequently required to stoop, kneel, crouch, or crawl; lifting up to 50 pounds; regular lifting up to 25 pounds. Specific vision abilities: close vision.
ADDITIONAL INFORMATION
Demonstrated sales ability a plus.
Location Get notified about new Customer Service Representative jobs in
Big Pine, FL .
Referral Referrals increase your chances of interviewing at Centennial Bank by 2x.
Seniority level Entry level
Employment type Full‑time
Job function Other
Industries Banking
#J-18808-Ljbffr