Role OverviewThe Customer Service Representative is responsible for providing excellent customer service, processing transactions, and identifying sales opportunities. They will work in a team environment to service customer needs and meet individual referral goals.
What You Will Do
The main responsibilities of this role include accepting and accurately processing financial service transactions, maintaining a cash drawer, and following proper balancing and cash handling procedures.
Why It Might Be a Fit
This role requires strong customer service skills, proficiency in Microsoft Outlook 365, and the ability to learn various Banking Software programs. The ideal candidate will have strong product knowledge, excellent organizational skills, and the ability to multi-task and be flexible.
Requirements
- High school diploma or GED
- Cash handling and customer service experience preferred
- Ability to read and comprehend simple instructions, short correspondence, and memos
- Ability to effectively present information in one-on-one and small group situations
- Strong product knowledge
- Sound mathematical and analytical skills
- Ability to write simple correspondence
- Ability to lift and carry up to 25 lbs
Benefits
- Cash handling and customer service experience preferred
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