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Job
Description:
The
Branch Customer Service Representative will perform
all or some of the following Job
description:
-
Process
and initiate various financial
transactions for Company customers and
assist branch office management in new
business through referrals and meets
established sales referral and
promotional sales goals
-
Enhance
Company image through pro-active
customer-driven servicing of their needs
in support of the goal of exceeding
customer expectations
-
Meet
established sales referral and
promotional sales goals
-
Accept
and process deposits, payments, checks
for cashing and other transactions
according to established procedures and
performance standards
-
Ready
workstation at start of shift; strike
and balance cash and transactions at end
of shift
-
Live and
represent the brand; exemplify the five
brand attributes of being perceptive,
progressive, responsive, respectful and
fair, both internally and externally
-
Initiate
referral of new business through
customer contact and use of customer
relationship management system
-
Complete
other responsibilities, as assigned.
Minimum Requirements / Knowledge / Skill
For Branch Customer Service
Representative Job
One
year’s proven customer service
and/or sales experience or
equivalent, including cash handling
experience
Demonstrated interpersonal,
communication and analytical skills
Proficiency with personal computers
as well as pertinent mainframe
systems and software packages
Positive customer service attributes
Demonstrated proficiency with sales
referrals and product knowledge
Ability
to
adhere to branch cash control and
security requirements in control of
cash and negotiable items
Ability to
adhere to
established customer interaction
standards for every transaction
Ability to
maintain current knowledge of
Company products and services and
applicable Federal regulations,
including Bank Secrecy and Know Your
Customer principles
Ability to
adhere strictly
to compliance and operational risk
controls in accordance with Company
and regulatory standards, policies
and practices; report control
weaknesses, compliance breaches and
operational loss events
Ability to
ensure
compliance, operational risk
controls in accordance with Company or
regulatory standards and policies;
and optimize relations with
regulators by addressing any issues
Ability to
promote an environment that supports
diversity and reflects the Company
brand
Ability to
maintain Company internal
control standards, including timely
implementation of internal and
external audit points together with
any issues raised by external
regulators.
Minimum Education Requirements /
Certification / Licensure For
Branch Customer Service Representative Job
-
Minimum of high school diploma or
equivalent experience.
Find More Customer Service Job Descriptions Here
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