Bank First was recently named to the Top 100 Banks to work for in the Country! Come see why!
POSITION SUMMARY The Customer Service Representative (CSR) is responsible for building customer relationships by identifying needs and recommending appropriate products or services. CSR's open and maintain all deposit accounts, process teller transactions, display a high level of professionalism and deliver exceptional customer service.
RESPONSIBILITIES
Provide exceptional customer service
Follow established Customer Identification Policy to properly identify customers
Adhere to all rules and regulations
Open new deposit accounts (DDA, SAV, COD, IRA, HSA) and provide proper disclosures following bank and federal guidelines
Update customer information as needed (name, address, phone, email, etc)
Process teller transactions accurately and efficiently
Accurately balance cash drawer
Continually develop product knowledge
Assist customers with unauthorized entries/fraud
Perform customer research
Order new or replacement debit cards
Support all aspects of Safe Deposit Boxes (open, close, maintain, entry)
Prepare documents for wire transfers
May also perform other duties including notary services, balancing the ATM, processing overdrafts
#INDBF
COMPETENCIES
Honesty, Integrity and Ethics
– honesty and integrity is the ability to act in a fair and just manner, free from deception; ethics is the ability to be guided by the company's accepted principles of moral conduct
Accountability
– the extent to which an individual is willing to accept responsibility
Adaptability
– the extent to which an individual can fit into a changing working environment.
Decision Making
– the ability to select an effective course of action while controlling resources and expenditures
Interpersonal / Customer Oriented
– the ability to develop and maintain relationships with others. The desire to serve both external and internal clients by focusing effort on meeting the client's needs, understanding their concerns and seeking to build trust
Relationship building
– this looks at the ability of the individual to establish and maintain a good rapport and cooperative relationship with customers and co-workers.
Priority Setting
– determines the interrelationships and relative importance of tasks and takes action accordingly
Detail Oriented
– detail orientation looks at the ability of the individual to pay meticulous attention to all aspects of a situation or task, no matter how small or seemingly unimportant.
Accuracy
– accuracy looks at the extent to which an individual's work is correct and error free within company policies and guidelines.
Consulting
– gives expert advice; is a knowledgeable resource. Works collaboratively to develop possible solutions. Analyze information, and/or to solve problems
Sales ability
– this looks at whether an individual can use appropriate interpersonal styles and communication methods to gain acceptance of a product, service, or idea from prospects and clients.
Skills/Knowledge/Abilities
High School Diploma or equivalent
Customer service experience
Cash handling experience
Teller experience preferred
Strong communication skills
Strong interpersonal skills
Proficient computer skills (Microsoft Word and Excel)
Excellent organizational skills
This job description does not constitute an exhaustive list of responsibilities and management may revise at any time.
Create a job alert for this search #J-18808-Ljbffr
POSITION SUMMARY The Customer Service Representative (CSR) is responsible for building customer relationships by identifying needs and recommending appropriate products or services. CSR's open and maintain all deposit accounts, process teller transactions, display a high level of professionalism and deliver exceptional customer service.
RESPONSIBILITIES
Provide exceptional customer service
Follow established Customer Identification Policy to properly identify customers
Adhere to all rules and regulations
Open new deposit accounts (DDA, SAV, COD, IRA, HSA) and provide proper disclosures following bank and federal guidelines
Update customer information as needed (name, address, phone, email, etc)
Process teller transactions accurately and efficiently
Accurately balance cash drawer
Continually develop product knowledge
Assist customers with unauthorized entries/fraud
Perform customer research
Order new or replacement debit cards
Support all aspects of Safe Deposit Boxes (open, close, maintain, entry)
Prepare documents for wire transfers
May also perform other duties including notary services, balancing the ATM, processing overdrafts
#INDBF
COMPETENCIES
Honesty, Integrity and Ethics
– honesty and integrity is the ability to act in a fair and just manner, free from deception; ethics is the ability to be guided by the company's accepted principles of moral conduct
Accountability
– the extent to which an individual is willing to accept responsibility
Adaptability
– the extent to which an individual can fit into a changing working environment.
Decision Making
– the ability to select an effective course of action while controlling resources and expenditures
Interpersonal / Customer Oriented
– the ability to develop and maintain relationships with others. The desire to serve both external and internal clients by focusing effort on meeting the client's needs, understanding their concerns and seeking to build trust
Relationship building
– this looks at the ability of the individual to establish and maintain a good rapport and cooperative relationship with customers and co-workers.
Priority Setting
– determines the interrelationships and relative importance of tasks and takes action accordingly
Detail Oriented
– detail orientation looks at the ability of the individual to pay meticulous attention to all aspects of a situation or task, no matter how small or seemingly unimportant.
Accuracy
– accuracy looks at the extent to which an individual's work is correct and error free within company policies and guidelines.
Consulting
– gives expert advice; is a knowledgeable resource. Works collaboratively to develop possible solutions. Analyze information, and/or to solve problems
Sales ability
– this looks at whether an individual can use appropriate interpersonal styles and communication methods to gain acceptance of a product, service, or idea from prospects and clients.
Skills/Knowledge/Abilities
High School Diploma or equivalent
Customer service experience
Cash handling experience
Teller experience preferred
Strong communication skills
Strong interpersonal skills
Proficient computer skills (Microsoft Word and Excel)
Excellent organizational skills
This job description does not constitute an exhaustive list of responsibilities and management may revise at any time.
Create a job alert for this search #J-18808-Ljbffr