Customer Service Representative (CSR) - St. Elizabeth

Location

Missouri | United States

Job description

Hours are flexible:

Lobby Hours:
Monday-Friday 7:30am-4:00pm
Saturday 7:30am - 11:30am

Job Summary:

The CSR is primarily responsible for opening new deposit accounts for personal and business customers. The CSR interacts with current and potential customers in a professional and helpful manner and uses their knowledge of the bank's products and services to satisfy customers' needs, while complying with all banking regulations. The CSR resolves customers' account inquiries . The CSR also has the capability to accurately process customers' transactions.

Essential Functions:

• Acquire and maintain knowledge of all bank products and services.
• Promote the bank's products and services based on customers' needs
• Accurately open new personal and business deposit accounts, debit cards, IRAs, and CDs based on customers' needs
• Prepare all related new account documentation
• Interact with customers in person, on telephone, or through other electronic communications in a friendly, helpful, and patient manner
• Answer customers' basic and complex inquiries about their accounts
• Develop and maintain relationships with portfolio of customers
• Find creative ways to provide customers an exemplary customer service experience
• Safely and accurately process customers' transactions such as cashing checks, depositing money, issuing withdrawals, and collecting loan payments as needed
• Issue negotiable items such as cashier's checks as needed
• Complete customers' special requests as needed
• Maintain and balance supply of cash and currency in personal cash drawer as needed
• Comply with bank operations and security procedures
• Maintain confidentiality of customer and bank operations information
• Follow all banking guidelines and regulations
• Meet all deadlines of any assigned training
• Other duties as assigned by supervisor

KNOWLEDGE, SKILLS AND ABILITIES:

• Basic Computer Skills - Using computers to enter data, communicate, or process information
• Obtaining Information - Observing, receiving, and otherwise acquiring information from all relevant sources
• Decision Making and Solving Problems - Analyzing information and evaluation results to choose the best solution and solve problems.
• Communicating, Speaking and Active Listening with Supervisors, Peers, Subordinates, and Customers - Providing information to supervisors, co-workers, subordinates, and customers by telephone, in written form, email, or in person
• Planning and Organizing - Setting clear objectives, establishing courses of actions, and organizing time to accomplish objectives on or ahead of schedule in an orderly fashion
• Initiative - Ability to work independently and complete tasks with limited guidance or instruction
• Customer Service - Interacting with customers, understanding customer needs, and explaining service options to customers in a friendly, helpful, and patient manner
• Confidentiality - Maintaining the privacy of sensitive information, both customer data and bank data
• Compliance with Policies, Procedures, and Standards - Using relevant information and individual judgement to determine whether events or processes comply with laws, regulations, or standards
• Attention to detail - Accuracy in following procedures and instructions and producing quality work
• Multitasking - Working on many problems and tasks at the same time
• Adaptability - Interpreting, learning, and responding to instructions and direction related to new situations and procedures
• Basic Math Skills -Addition, Subtraction, Multiplication, Division
• Ability to count US currency

QUALIFICATIONS AND EDUCATION REQUIREMENTS:

• High School Diploma or equivalent preferred
• Prefer minimum 3-5 years banking or customer service experience
• Years of experience maybe substituted for education requirements or related work experience
• This job requires skills needed in a typical office environment. This included computer skills, communication skills, as well as utilization of office equipment

Job tags

Salary