Demo

Full Time - CSR

Oak Valley Community Bank
Mammoth Lakes, CA Full Time
POSTED ON 3/6/2025
AVAILABLE BEFORE 5/6/2025

About Company:

About the Role:

The Full-Time or Part-Time Customer Service Representative (CSR) plays a crucial role in ensuring customer satisfaction and loyalty within the banking and nonbank credit intermediation sector. This position is responsible for addressing customer inquiries, resolving issues, and providing information about financial products and services. The CSR will act as a liaison between customers and the bank, ensuring that all interactions are handled with professionalism and efficiency. By delivering exceptional service, the CSR contributes to the overall success of the organization and helps maintain a positive reputation in the community. Ultimately, the goal of this role is to enhance the customer experience and foster long-term relationships with clients.

Minimum Qualifications:

  • High school diploma or equivalent.
  • Previous experience in customer service or a related field.
  • Strong verbal and written communication skills.

Preferred Qualifications:

  • Associate's degree in business or finance.
  • Experience in the banking or financial services industry.
  • Proficiency in customer relationship management (CRM) software.

Responsibilities:

  • Respond to customer inquiries via phone, email, and in-person, providing accurate information and solutions.
  • Assist customers with account management, including opening new accounts, processing transactions, and updating personal information.
  • Identify and escalate complex issues to appropriate departments while ensuring timely follow-up with customers.
  • Maintain detailed records of customer interactions and transactions in the company's database.
  • Participate in training sessions and team meetings to stay updated on products, services, and industry regulations.

Skills:

The required skills for this position include strong communication abilities, which are essential for effectively interacting with customers and addressing their needs. Problem-solving skills are also crucial, as the CSR will often need to think critically to resolve customer issues efficiently. Attention to detail is important for accurately processing transactions and maintaining customer records. Preferred skills, such as familiarity with CRM software, will enhance the CSR's ability to track customer interactions and improve service delivery. Overall, a combination of these skills will enable the CSR to provide a high level of service and contribute positively to the team's performance.

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