Customer Service Representative

Liberty Savings Bank - Bradenton, FL

Full-time - Entry Level

Bradenton, FL

Management of Companies and Enterprises

About the position

The position involves providing superior service to bank customers by performing banking transactions, opening new accounts, and expanding customer relationships. The role requires maintaining and balancing a cash drawer, performing ATM transactions, and assisting with end-of-night balancing while following security protocols. The employee will also receive, post, and pay out funds, balance customer accounts, and open new accounts for various banking products. Additionally, the position includes adhering to customer onboarding processes, identifying customer needs, and making appropriate product recommendations. The employee will contribute to achieving financial center sales/service goals and uphold customer satisfaction by supporting both external and internal customers.

Responsibilities

• Maintains and balances a cash drawer, performs ATM transactions, and assists with end-of-night balancing.
• Receives, posts, pays out funds, 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.
• Expands customer relationships by making appropriate referrals.
• Performs account research and problem solving as needed.
• Cross-trains in other areas of the financial center.
• Contributes to the achievement of financial center sales/service goals.
• Upholds customer satisfaction by supporting customers and answering questions.
• Maintains customer confidence and protects operations by following the Privacy Policy.
• Complies with bank procedures and follows regulatory/operational/security guidelines.

Requirements

• Proficient in technical processing of all phases of the CSR I position.
• Dual control team member to open/close the financial center.
• Embraces the 'ASK' program and strives to achieve personal sales goals.
• Demonstrates proficiency with ERB process through audit of CNA folders.
• Demonstrates excellent customer service/sales skills.
• Good understanding of compliance regulations.
• Must have completed and passed all mandatory training sessions.
• Answers calls within 3 rings and returns phone calls within 24 hours.
• Maintains regular attendance and punctuality.