Summary :
The Customer Service Representative - Financial Services position is responsible for providing exceptional customer service and support for various banking transactions.
Key responsibilities include handling financial inquiries, opening new accounts, and assisting with loan applications.
- Assist customers with opening new accounts and provide recommendations on banking products
- Perform various teller duties including client transactions and cash drawer management
- Deliver outstanding customer service for lobby and phone requests, acting as the liaison between clients and other bank departments
- Participate in continuous training to enhance job knowledge and skills
- Adhere to all company policies, procedures, and regulations
Qualifications :
- Strong interpersonal and customer service skills with the ability to cross-sell products
- Excellent organizational and detail-oriented abilities
- Proficient in Microsoft Word and Excel
Education and / or Experience :
- High School diploma or equivalent
- Customer service experience required
Certificates, Licenses, and Registrations :
Notary License as needed by the branch
Equal Opportunity Statement :
The company is an Equal Opportunity Employer and provides accommodations for individuals with disabilities to apply for positions.
All employment offers are contingent upon the applicant successfully completing drug and background screenings.
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