What are the responsibilities and job description for the Customer Service Representative I position at Southern Bank and Trust?
Position: Customer Service Representative I
Reports to: Branch Manager
Indirectly Reports to: City Executive/Branch Operations Manager
Reports to this position: None
FLSA Status: Non-Exempt
Role Summary:
Perform a variety of customer services such as: opening new customer accounts, selling retail Bank products and services, reconciling accounts, servicing existing accounts and providing information about Bank services and help resolve account-related problems to meet customer needs.
Specific Job Functions (Duties/Responsibilities):
- Perform all duties associated with opening, maintaining and closing Bank retail accounts per Bank policy guidelines.
- Actively sell and cross-sell Bank products and services in a professional manner. Display enthusiasm for Bank products and services. Maintain up-to-date knowledge of all Bank products and services. Identify customer needs and encourage use of Bank products and services.
- Assist customers with information requests or problem resolution in a timely, professional manner.
- Communicate effectively with customers and potential customers as well as with internal Bank contacts.
- Insure compliance with all legal and regulatory mandates as well as all Bank policies and procedures.
- As required, may function as a backup Teller and/or backup Loan Officer Assistant.
- Prepare miscellaneous control reports related to customer service role or branch operations.
- Perform other duties as assigned.
JOB REQUIREMENTS:
Knowledge/Skills/Abilities Required:
- Knowledge of community bank retail services and all such Southern Bank services.
- Knowledge of legal and regulatory requirements for Bank transactions and depository accounts activities.
- Ability to identify customer needs and sell Bank services.
- Excellent customer service skills including ability to handle difficult customer situations while remaining calm.
- Ability to pay attention to detail and concentrate in spite of distractions.
- Ability to make sound decisions and use good judgment based on Bank policy and procedure guidelines.
- Effective oral and written communication skills.
- Maintain a professional appearance and work area.
Education/Experience requirements:
- High School diploma or general education degree (GED) or equivalent.
- Previous community Banking experience with new accounts preferred.
- One to two years of previous experience in customer contact or sales roles preferred.
- Capable user of standard office equipment/software applications.
- Cash handling experience preferred.
