What are the responsibilities and job description for the CSR - Customer Service Representative position at FREEDOM BANK?
Summary
Customer Service Representatives respond to customer inquiries via telephone and face-to-face meetings. Participate in branch functions and community activities to promote Freedom Bank’s image and growth, ensuring a strong local presence.
Role and Responsibilities
- Customer Service- Assist customers with account inquiries, resolve problems, open accounts, cross-sell, maintenance of deposit accounts, incoming and outgoing wire transfers. Responds promptly to customer needs.
- Research and resolve customer problems, acting as the customer liaison between other bank departments when necessary.
- Cross-sell bank products and services based on customer needs in accordance with the banks ‘program standards. Open said accounts on banks’ core system.
- Perform customer requested research, including printing statement and check copies.
- Maintain the bank’s files for currency transaction reports, suspicious activity reports and general correspondence.
- Assesses risk of all financial transactions executed.
- Perform other duties as assigned.
Qualifications and Education Requirements
Associate’s degree or equivalent from two-year college or technical school; or 2 years of related experience in a financial institution.
Basic computer skills.
Depending on branch location, you may be required to work evening and Saturday hours.
Preferred Skills
Working knowledge of COCC, Insight a plus.
Job Type: Full-time, 40 hours
EOE.
Benefits
Following 30 days of employment: Medical, Dental, Vision benefits.
Job Type: Full-time
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- On-the-job training
- Paid time off
- Referral program
- Vision insurance
Experience:
- Customer service: 1 year (Required)
- Banking: 1 year (Preferred)
Work Location: In person
