Senior Customer Service Representative

Senior Customer Service Representative

The Senior Customer Service Representative is responsible for retaining existing relationships and opening new deposit accounts in accordance with branch goals. This position is responsible for promoting and cross-selling bank products and services.

Essential duties and responsibilities include : opening all consumer and business accounts and services, complying with all applicable regulations, assessing customer needs and cross-selling appropriate products and services, functioning as Teller, Teller Supervisor or Assistant Branch Manager as needed, supporting and contributing to the attainment of branch goals, referring new business to company subsidiaries, resolving customer concerns and ensuring effective and long term problem resolution, developing and building customer loyalty, following up on referrals made by other team members, assisting with loan origination and processing as needed, answering customer inquiries relating to products, rates and services, providing ancillary services such as notary services, responsible for tracking and monitoring of all required documentation, maintaining a positive, friendly and professional attitude and appearance, adhering to work schedules, providing assistance to other retail staff on complex new account issues, participating in community activities and events, working an alternative location within the region or market, completing required BSA / AML training and other compliance training as assigned, and performing any other related duties as required or assigned.

Qualifications include : knowledge of a specialized field, equivalent of four years in high school, plus night, trade extension, or correspondence school specialized training, equal to two years of college, plus 2 years related experience and / or training, or equivalent combination of education and experience. Ability to communicate effectively, calculate figures and amounts, utilize common sense understanding, and deal with problems involving several known variables. Preferred certificates, licenses, registrations include some outside banking related courses. Software skills required include intermediate spreadsheet and basic 10-key, payroll systems, and word processing / typing.

Working conditions include being periodically exposed to noise, intermittent standing, walking, occasionally pushing, carrying, or lifting; but none are present to the extent of being disagreeable. The noise level in the work environment is usually moderate. The employee must frequently lift and / or move up to 50 pounds; regularly lift and / or move up to 25 pounds. Specific vision abilities required by this job include close vision.

Additional information includes demonstrated sales ability required in banking or related field, general banking product knowledge required, and may be required to work an alternative location within the region or market.