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Customer Service Representative

Company: Liberty Savings Bank FSB
Location: Venice
Posted on: March 19, 2023

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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