Customer Service Representative I

The Customer Service Representative I is responsible for retaining existing relationships and establishing new deposit accounts by branch goals. This position promotes and cross-sells bank products and services.

Requirements

• Opens new accounts including checking, savings, CDs, IRAs and other products offered by the bank.
• Complies with all applicable regulations, policies and procedures.
• Assesses customer needs and cross sells appropriate products and services.
• Functions as Teller, Sr. Teller or Teller Supervisor as needed.
• Supports attainment of branch goals.
• Refers new business to company subsidiaries, such as insurance, mortgage and brokerage.
• Resolves customer concerns and ensure effective and long term problem resolution.
• Develops and builds customer loyalty.
• Follows up on referrals made by other team members.
• Provides assistance with loan origination and processing as needed.
• Responds to customer inquiries relating to products, rates and services.
• Provides ancillary services such as notary services.
• Responsible for tracking and monitoring of all required documentation.
• Maintains positive, friendly and professional attitude and appearance.
• Adheres to work schedules.
• May be required to work an alternative location within the region or market.
• The ability to work in a constant state of alertness and in a safe manner.
• Completes required BSA/AML training and other compliance training as assigned.
• Perform any other related duties as required or assigned.