Customer Service Representative
Company: Liberty Savings Bank FSB
Location: Venice
Posted on: March 20, 2023
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Job Description:
Job Description:
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. PM19 PI208395270
Keywords: Liberty Savings Bank FSB, Palmetto , Customer Service Representative, Sales , Venice, Florida
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