Customer Service Representative
Company: Liberty Savings Bank FSB
Location: Venice
Posted on: March 19, 2023
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Job Description:
Description:Job Summary:Provides superior service to bank
customers by performing banking transactions, opening new accounts,
and expanding customer relationships.Essential Functions:--
Maintains and balances a cash drawer, performs ATM, and assists
with end of night balancing, while following security protocol.--
Receives, posts, pays out funds, payoffs, balances, and proofs
customer accounts.-- Opens new accounts for checking, savings,
business accounts, IRA, etc.-- Adheres to Ask Program and customer
onboarding process.-- Identifies customer needs and recommends
specific products and/or services by use of CNA process.-- Expands
customer relationships by making appropriate referrals. To include
mortgage/consumer loans.-- Performs account research and problem
solving as needed.-- Cross-trains in other areas of the financial
center, such as ATM, Vault, Safe Deposit, Wire Transfers, other
ancillary services and assists with opening and closing financial
center.-- Contributes to the achievement of financial center
sales/service goals by meeting/exceeding individual goals.--
Upholds customer satisfaction by supporting external and internal
customers and answering questions/requests in a timely manner.--
Maintains customer confidence and protects operations by following
the Privacy Policy and keeping information confidential.-- Complies
with the bank procedures and follows
regulatory/operational/security guidelines. Adheres to the Check
Handling Agreement. Successful Mystery Shop scores. Minimal bank
monetary losses.Secondary Functions:-- Makes onboarding calls to
existing customers and tele-consulting as necessary.-- Provides
support by performing clerical duties, such as answering telephone,
maintaining accurate records, faxing, copying, and filing.--
Contributes to the team effort by performing other job-related
duties as assigned.Requirements: Standards:-- Proficient in
technical processing of all phases of the CSR I position
(transactions, new account opening, savings, DDA, Commercial DDA,
CDs, IRA's, balancing ATM, Safe Deposit processing and account
closing), balances at 90% or better and assist in finding outages
as evidenced by management observation and balancing documentation.
-- Dual control team member to open/close the financial center by
following security protocol.-- Embraces the ASK program and strives
to achieve personal sales goals (referrals) as evidenced by sales
reports and tracking forms. -- Demonstrates proficiency with ERB
process through audit of the CNA folders. -- Demonstrates excellent
customer service/sales skills both in person and on telephone as
evidenced by management observation. -- Good understanding of all
areas of compliance regulations (Reg. CC, Reg. E, Reg. D, TISA,
Privacy Act, BSA, etc.) as evidenced by absence of regulation
violations.-- Must have completed and passed all mandatory training
sessions, classroom, computer-based training and self-study as
scheduled by manager within specified timelines or as classes are
available.-- Answers calls within 3 rings and returns phone calls
or follows up on requests and/or questions within 24-hours.--
Maintains regular attendance and punctuality as evidenced by
attendance records.Physical Demands:-- Talking-Ability to express
or exchange ideas by means of the spoken word.-- Hearing-Ability to
receive detailed information through oral communication.--
Seeing-Ability to view a computer screen for an extended periods of
time and/or identify individuals visually.-- Standing-Ability to
stand on feet for long periods of time.-- Walking-Ability to use
feet and legs to move from one place to another specifically in
narrow/confined spaces.-- Finger dexterity-Ability to work with
fingers for handling coins or other small objects and use a
keyboard.-- Reaching-Ability to extend hand/arms in any direction
to move/handle objects.-- Lifting-Ability to lift and/or move up to
25 pounds.Knowledge, Skills and Abilities: -- High school diploma
or equivalent required.-- Minimum 1year customer service or cash
handling experience/skills required.-- Able to communicate with
individuals at all levels, provide superior customer service, and
work well with others is required.-- Able to demonstrate a
professional courteous manner, present a well-groomed,
business-like appearance and use proper telephone etiquette/grammar
is required.-- Able to work a flexible schedule and skills in
accuracy, cash handling, and math are required.-- Basic computer
skills and the ability to learn industry-related software are
required. PM19PI208395289
Keywords: Liberty Savings Bank FSB, Palmetto , Customer Service Representative, Hospitality & Tourism , Venice, Florida
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