- 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
- Stay up to date on all banking regulations relevant to your position and for meeting all deadlines of any assigned training
- Other duties as assigned by supervisor
- High School Diploma or equivalent is required
- 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
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Customer Service Representative - Jefferson City, United States - Mid America Bank
Description
Job Description
Job DescriptionThis position will be in our Jefferson City branch. The hours are flexible within the branch hours listed below.
Lobby Hours:
Monday-Friday 8:30-4:30
Saturday 9:00-12:00
Drive-Up Hours:
Monday-Friday 7:30-6:00
Saturday 9:00-12:00
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:
QUALIFICATIONS AND EDUCATION REQUIREMENTS:
