Customer Service Representative

Customer Service Representative Overview

• The Customer Service Representative will support branch operations and provide exceptional customer service to clients.
• Assist the Branch Manager in daily operations, ensuring compliance with bank policies and regulations.
• Handle account opening, maintenance, and customer service requests efficiently and accurately.
• Promote and cross-sell bank products and services to enhance client relationships.
• Support the achievement of deposit growth and Community Reinvestment Act (CRA) goals.
• Perform quality control reviews of customer documentation and assist with internal audits.
• Act as the branch manager in their absence, providing leadership and overseeing operations.
• Maintain a professional and welcoming environment for customers and staff.
• Ensure all customer interactions are handled with the utmost professionalism and confidentiality.

Customer Service Representative Key Responsibilities & Duties

• Provide excellent customer service by addressing inquiries and resolving issues promptly.
• Assist customers with account-related services, including opening and maintaining accounts.
• Promote bank products and services to meet customer needs and drive revenue.
• Support branch operations by ensuring compliance with policies and procedures.
• Conduct quality control checks on customer documentation for accuracy and completeness.
• Assist in internal audits and implement operational controls as needed.
• Collaborate with the team to achieve branch goals and objectives.
• Provide leadership and support in the absence of the Branch Manager.
• Maintain up-to-date knowledge of banking products, services, and regulations.

Customer Service Representative Job Requirements

• Bachelor of Arts (BA) degree required.
• 2-4 years of experience in customer service or banking operations.
• Proficiency in Microsoft Excel, Word, and Outlook for daily tasks.
• Strong communication and comprehension skills, both verbal and written.
• Ability to work effectively in a team-oriented environment.
• Flexibility and adaptability to changing priorities and tasks.
• Quick learner with a proactive approach to problem-solving.
• Commitment to providing exceptional customer service and maintaining confidentiality.
• Knowledge of banking regulations and compliance standards is preferred.