What are the responsibilities and job description for the Client Services Center Representative position at Peoples Security Bank & Trust Company?
Description
Our Client Services Center Representatives provide telephone and email support for customers and branch staff as needed; provide direct service to the customer, as appropriate, while utilizing a full range of Bank products and services to effectively maximize the Bank’s relationship with our customers; maintain current knowledge of new products; and identify product needs of our customers to build relationships.
Schedule is Hybrid After Training is Completed
Essential Duties:
- Manage large amounts of inbound and outbound calls in a timely manner. Identify customer’s needs, clarify information, research every issue and provide solutions and appropriate follow-up.
- Direct telephone calls to the proper individuals or department in the Bank where the need can be satisfied.
- Provides direct service to the customer as appropriate, i.e., utilizes computer to determine account balance or loan balance, describes and sells products and services of the Bank, etc.
- Utilizes full range of Bank products and services to effectively maximize the Bank’s relationship with customers; informs caller of products; refers customers to appropriate sales staff; maintains current knowledge of new products, identify product needs of customer to build relationships..
- Maintains awareness of various Bank functions in order to provide assistance to customers in areas of Online Services, Loans, Debit Card, and ATM support.
- Reports suspected Elder abuse and/or suspicious activity to bank Security Officer.
- Ongoing education and training to improve knowledge and performance of bank products and customer service. Stays educated in awareness of elder abuse, Identify theft and any other fraud activity.
Benefits Offered to Peoples Security Bank Employees
**Our College Tuition Reimbursement Benefit can help you achieve your long-term career and educational goals**
- Medical Plans
- Dental Plan
- Vision Plan
- Life Insurance
- Disability Insurance
- 401(K) Plan
- ESOP Plan
- Paid Time Off
- Paid Holidays
- Employee Assistance Program
- Banking Classes
- Internal Advancement Opportunities
- Paid Volunteer Time Off
Company Overview
Since 1905, community has and always will be our purpose. We were founded on the principle to be a bank that people can trust. We would not be where we are today without the dedication that our employees have had since we first opened our doors. Our values still hold true to this day and we are making strides to continue to grow with our amazing team.
- Integrity - it is our foundation, the basis of everything we do. We strive to be professional, honest, trustworthy, confidential, and respectful at all times.
- Excellence – to do things better, exceeding expectations
- Teamwork - working together for a common good, engaging our customers, coworkers, and partners
- Efficient – we will strive to manage our expenses
We believe our team is what makes our organization successful. Hearing their stories show a path of growth and enrichment in their careers. Every single team member truly makes a difference within our company and we're grateful for each employee who chooses to work with us.
Peoples Security Bank and Trust Company is an Equal Opportunity Employer
Requirements
Education/Training: A High school diploma or equivalent required; specialized bank operations training/education preferred.
Skill(s): Must demonstrate excellent customer service, interpersonal relations and communicative skills; good mathematical skills; good time management skills; moderate problem solving and analytical skills; project management skills; moderate PC skills; moderate technical skills including Microsoft Office Excel, Word, One Note and PowerPoint. Bilingual English and Spanish a Plus.
Experience: A minimum of one (1) year of related experience normally required.
Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the essential job functions of this position, the employee is regularly required to sit, stand, talk, hear, walk, use hands and fingers, handle or feel objects, and reach with hands and arms. At times required to stoop, kneel, bend, crouch and lift up to 50 pounds. This position requires regular use of a computer.
