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- High school graduate or equivalent.
- Excellent interpersonal, communication and organizational skills.
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Customer Service Representative - Akron, United States - PremierBank
Description
Position Title:
Customer Service Representative
Department:
Retail
Position Reports to:
Client Service Manager
Position Supervises:
No Direct Reports
Position Summary:
Support the companys mission statement and sales goals by maintaining a high-level of customer service, processing daily transactions as well as identifying and utilizing cross selling opportunities.
Duties and Responsibilities:
``` - - Provides exceptional service with knowledge of all retail products and services.
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``` - - Adhere to the Six-Step Experience guidelines with each customer interaction.
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``` - - Maintain a balanced drawer within Customer Service Performance Parameters. Report any discrepancies to the supervisor as necessary.
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``` - - Buy and sell currency from the vault as necessary, ensuring that teller drawer cash limits are not exceeded.
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``` - - Examine checks deposited and determine proper funds availability based on regulation requirements and complete Hold Notices.
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``` - - Assist in resolving customer issues by responding competently and consistently to both internal and external customer requests.
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``` - - Recognize product and financial sales and service opportunities and refer to appropriate partners in Retail, Commercial, Wealth Management, Private Banking and First Insurance Group.
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``` - - Answer basic customer inquiries regarding interest rates, service charges, and account histories while complying with disclosure requirements, regulations and consumer privacy policies.
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``` - - Demonstrates a positive reflection of the organization in public through their actions and behaviors.
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``` - - Maintain and ensure compliance standards by complying with all bank policies and procedures.
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``` - - Coordinate service requests with other departments.
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``` - - Complete other duties as assigned.
Education, Certification, License and Experience:
``` - - Previous cash handling or customer service preferred
Skills and Knowledge:
``` - - Professional appearance, dress, and behaviors.
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``` - - Problem solving, critical thinking skills and time management skills
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``` - - Detail oriented and the ability to manage multiple initiatives in a timely manner.
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``` - - Ability to operate related computer applications and business equipment
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``` - - Engage in completing the job specific learning plan.
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``` - - Knowledge of CSR policies and procedures including various federal regulations including Bank Secrecy Act, Community Reinvestment Act, Americans with Disabilities Act, Right to Financial Privacy Act, Gramm-Leach-Bliley Act, Regulation E and teller roles and responsibilities relating to each Act.
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``` - - Compliance with Bank Secrecy Act, OFAC and USA PATRIOT Act including accurate completion of CTR, Monetary Instrument log, and reporting of suspicious activities to supervisor.
Work Environment:
This job operates i