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    Customer Service Representative - Bradenton, FL, United States - Liberty Savings Bank FSB

    Liberty Savings Bank FSB
    Liberty Savings Bank FSB Bradenton, FL, United States

    4 weeks ago

    Default job background
    Description
    :

    Job Summary:

    Provides superior service to bank customers by performing banking transactions, opening new accounts, and expanding customer relationships


    Essential Functions:

    • Maintains and balances a cash drawer, performs ATM, and assists with end of night balancing, while following security protocol.
    • Receives, posts, pays out funds, payoffs, balances, and proofs customer accounts.
    • Opens new accounts for checking, savings, business accounts, IRA, etc.
    • Adheres to Ask Program and customer onboarding process.
    • Identifies customer needs and recommends specific products and/or services by use of CNA process.
    • Expands customer relationships by making appropriate referrals. To include mortgage/consumer loans.
    • Performs account research and problem solving as needed.
    • Cross-trains in other areas of the financial center, such as ATM, Vault, Safe Deposit, Wire Transfers, other ancillary services and assists with opening and closing financial center.
    • Contributes to the achievement of financial center sales/service goals by meeting/exceeding individual goals.
    • Upholds customer satisfaction by supporting external and internal customers and answering questions/requests in a timely manner.
    • Maintains customer confidence and protects operations by following the Privacy Policy and keeping information confidential.
    • Complies with the bank procedures and follows regulatory/operational/security guidelines. Adheres to the Check Handling Agreement. Successful Mystery Shop scores. Minimal bank monetary losses.

    Secondary Functions:

    • Makes onboarding calls to existing customers and tele-consulting as necessary.
    • Provides support by performing clerical duties, such as answering telephone, maintaining accurate records, faxing, copying, and filing.
    • Contributes to the team effort by performing other job-related duties as assigned

    Requirements:
    Standards:


    • Proficient in technical processing of all phases of the CSR I position (transactions, new account opening, savings, DDA, Commercial DDA, CDs, IRA's, balancing ATM, Safe Deposit processing and account closing), balances at 90% or better and assist in finding outages as evidenced by management observation and balancing documentation.
    • Dual control team member to open/close the financial center by following security protocol.
    • Embraces the ASK program and strives to achieve personal sales goals (referrals) as evidenced by sales reports and tracking forms.
    • Demonstrates proficiency with ERB process through audit of the CNA folders.
    • Demonstrates excellent customer service/sales skills both in person and on telephone as evidenced by management observation.
    • Good understanding of all areas of compliance regulations (Reg. CC, Reg. E, Reg. D, TISA, Privacy Act, BSA, etc.) as evidenced by absence of regulation violations.
    • Must have completed and passed all mandatory training sessions, classroom, computer-based training and self-study as scheduled by manager within specified timelines or as classes are available.
    • Answers calls within 3 rings and returns phone calls or follows up on requests and/or questions within 24-hours.
    • Maintains regular attendance and punctuality as evidenced by attendance records

    Physical Demands:

    • Talking—Ability to express or exchange ideas by means of the spoken word.
    • Hearing—Ability to receive detailed information through oral communication.
    • Seeing—Ability to view a computer screen for an extended periods of time and/or identify individuals visually.
    • Standing—Ability to stand on feet for long periods of time.
    • Walking—Ability to use feet and legs to move from one place to another specifically in narrow/confined spaces.
    • Finger dexterity—Ability to work with fingers for handling coins or other small objects and use a keyboard.
    • Reaching—Ability to extend hand/arms in any direction to move/handle objects.
    • Lifting—Ability to lift and/or move up to 25 pounds

    Knowledge, Skills and Abilities:

    • High school diploma or equivalent required.
    • Minimum 1year customer service or cash handling experience/skills required.
    • Able to communicate with individuals at all levels, provide superior customer service, and work well with others is required.
    • Able to demonstrate a professional courteous manner, present a well-groomed, business-like appearance and use proper telephone etiquette/grammar is required.
    • Able to work a flexible schedule and skills in accuracy, cash handling, and math are required.
    • Basic computer skills and the ability to learn industry-related software are required. PM19 An Equal Employment Opportunity Employer/Minorities/Females/Veterans/Disabilities PI27fe8cacd
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