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Customer Service Officer - Banking Job Description

 

 

 

Job Description:

The Customer Service Officer - Banking will perform all or some of the following Job description:

  • Assist with management of branch operations

  • Ensure that operating procedures are being followed

  • Minimize operating losses by adhering to policies and procedures of the bank

  • Ensure that reports and performance reviews are processed in a timely manner

  • Act as liaison between branch and Support Departments, i.e., BOS, Risk Services, Direct Banking Center, et al

  • Resolve errors or adjustments effectively and efficiently

  • Ensure that customer problems and complaints are maintained at a minimum level and are resolved to the customer's satisfaction, professionally, at the branch level

  • Approve referred items within authorized limits

  • May prepare branch work schedules using Scheduler 360 (if assigned)

  • On occasion, step in to cover any operational position as necessary

  • Ensure that branch adheres to regulatory requirements and that all employees develop a satisfactory understanding of all regulations regarding banking transactions and deposit accounts

  • Attain optimum efficiency and productivity in customer service by managing resources and analyzing branch activity

  • Coach and monitor staff to ensure consistent performance of these behaviors

  • Provide guidance and training to branch personnel as necessary to perform their job effectively, both technically and with a high degree of product knowledge

  • Provide cross-training opportunity and direction for the skill and career development of subordinates

  • Encourage attendance and participation in the bank's training programs and teller certification programs

  • Participate in a customer retention program by making customer retention calls regularly, both in person and/or by telephone contact

  • Promote sales referrals by demonstrating leadership and modeling the sales culture

  • Actively supports the programs and goals of Branch and Bank Management

  • Operate the office in the absence of other branch officers.

Minimum Requirements / Knowledge / Skill For Customer Service Officer - Banking Job

  • 2-4 years of significant work experience related to banking operations in technical or financial services
  • Knowledge of banking products and services
  • Strong sales and service orientations
  • Ability to communicate effectively with all levels of management and client
  • Excellent verbal and written communication skills
  • Ability to operate PC (Word, Excel, Outlook, Web)
  • Supervisory experience.

Minimum Education Requirements / Certification / Licensure For Customer Service Officer - Banking Job

  • Associate's Degree or equivalent combination of experience and education.
     


 

 

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