What are the responsibilities and job description for the Customer Service Representative - Financial Consultants position at Bank of St Francisville?
Unitas Consulting is seeking a highly motivated and detail-oriented Customer Service Representative to join the growing team at the Bank of St. Francisville! This is a great opportunity for an ambitious candidate who is eager to grow within a fast-pace organization!
The Customer Service Representative (CSR) will support a team of Financial Consultants by serving as the first point of contact for client interactions. This role is responsible for delivering a personalized banking experience to customers by effectively managing a range of client requests and inquiries, while promoting a positive image of the Bank. The CSR will handle tasks such as account openings, document processing, and resolving client concerns in a fast-paced, demanding, professional environment.
Overview of the Role:
- Greet and assist customers and visitors to provide a welcoming experience and address their needs.
- Promptly and professionally address customer inquiries and requests that don't require a securities license.
- Open new customer accounts, including completing necessary paperwork and applications.
- Verify and process checks for customers, ensuring proper account posting and compliance.
- Coordinate and schedule regular reviews of customer accounts to assess needs and ensure satisfaction.
- Process client documents, including organizing, verifying, and updating records as needed.
- Manage research, filing, and tracking of customer account issues, ensuring accurate records and prompt resolution.
Qualified candidates will have a high school diploma or equivalent, possess strong communication and customer service skills, be technologically competent, have strong attention to detail, and work collaboratively with others to foster the strong team environment.
We offer a comprehensive benefits package with additional earning opportunities based on company performance!
Job Type: Full-time
Pay: From $16.00 per hour
Expected hours: 40 per week
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
- Professional development assistance
- Vision insurance
Shift:
- 8 hour shift
Education:
- High school or equivalent (Required)
Work Location: In person
Salary : $16