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Customer Service Representative FT - Catawba, OH

First National Bank
Port Clinton, OH Full Time
POSTED ON 11/21/2024 CLOSED ON 1/18/2025

What are the responsibilities and job description for the Customer Service Representative FT - Catawba, OH position at First National Bank?

Description:

Essential Job Functions:

The role of the Teller is to be welcoming, build rapport and provide outstanding service to the Bank clients while performing account transactions. Tellers and all Branch team members are always expected to act professionally, conduct business ethically avoid conflicts of interest and act in the best interest our clients and FNB.

Job Summary:

  • Accept and accurately process all financial service transactions
  • Maintain responsibility for cash drawer and follow proper balancing procedures
  • Act as a resource to identify and resolve client servicing issues
  • Build Client Rapport
  • Provide excellent client service to all FNB clients
  • Where problem resolution is required, take thorough information from the client and get back to them in a timely manner
  • Ensure a confident tone that reassures the client we will follow up with resolution
  • Greet and welcome every client as they enter the branch; acknowledge by name, if known
  • Assist clients in achieving their financial goals and objectives Quality Conversations referring to Wealth Management and business partners.
  • Address client issues or concerns; engage branch management when needed to provide full solutions for clients
  • Help create and establish a business relationship between the Branch manager and the client
  • Coordinate time between manager, business partners and client for business meetings as necessary
  • Engage the Branch Manager when faced with complex client account issues
  • Answer the phone within the Branch professionally, promptly, and pleasantly
  • Other duties as assigned

Risk Management

  • Ensure compliance with security and audit procedures
  • Adhere to all applicable policies and procedures

Additional Responsibilities

  • Participate in team meetings –daily huddles
  • Understand goals and objectives for the branch
  • Review and maintain knowledge of product guides, fees and policies to stay current on FNB offerings
  • Provide answers and assistance for client questions/concerns, utilizing resources within the branch
Requirements:

Qualified Individuals will:

  • Have great attention to detail, effective communication, problem solving while giving excellent customer service.
  • Have 1-2 years financial services experience or related sales or customer service experience
  • Be available to work 2-3 Saturdays a month
  • Be able to pass a background check and have a good credit record

Physical Requirements: This position requires a high degree of mobility. Prolonged Standing (5-8 hours per day), frequent use of hands and upper body to manipulate/grasp objects/branch equipment, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height (Vault, ATM etc.), frequent forward reach, frequent lifting of 1 – 30 lbs., occasional lifting of up to 50 lbs.

Benefits: First National Bank offers benefits depending on your employment status. Our full-time employee benefits include: 401k with company match, Medical/Prescription coverage, HSA option, Vision and Dental options, Life insurance options including a company paid life insurance, Short and Long term disability, paid holidays, PTO, tuition reimbursement, and Wellness programs with financial incentives. Some benefits are offered to our part-time employees

Wages: Wages start at $15.00 per hour with a $2.00p/h shift premium for Saturdays

First National Bank is an equal opportunity employer.

Salary : $2 - $15

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