Customer Service Representative

Liberty Savings Bank - Venice, FL

Venice, FL

Management of Companies and Enterprises

About the position

The position involves providing superior service to bank customers by performing various 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. The employee will also receive, post, and pay out funds, balance and proof customer accounts, and identify customer needs to recommend specific products and services. Additionally, the position includes expanding customer relationships through referrals and handling consumer loans by taking applications and assisting with processing. The employee will contribute to the achievement of 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 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.
• Identifies customer needs and recommends specific products and/or services by use of CNA process.
• Expands customer relationships by making appropriate referrals, such as investments, mortgage and commercial loans.
• Handles consumer loans by taking applications and assisting with processing.
• Accepts and posts credit card and loan payments and payoffs.
• 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 external and internal customers.
• 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.
• Embraces the 'ASK' program and strives to achieve personal sales goals.
• Demonstrates proficiency with ERB process through audit of the CNA folders.
• Demonstrates excellent customer service/sales skills both in person and on telephone.
• Good understanding of all areas of compliance regulations.
• Must have completed and passed all mandatory training sessions.
• Answers calls within 3 rings and returns phone calls or follows up on requests within 24-hours.
• Maintains regular attendance and punctuality.
• Proficient in consumer loan processing.