What are the responsibilities and job description for the Customer Service Representative position at The Friendship State Bank?
Job Title: Customer Service Representative- Insurance Status: Non-Exempt
Reports to: CSR Manager
Summary: Works as a team with Insurance Agents and other Customer Service Representatives serving customers, maintaining accurate records, and developing business by performing the following duties.
Essential Duties
- Answers incoming phone calls.
- Assists customers.
- Solves problems.
- Processes applications, claims, and endorsements
- Inputs information into system including daily activities.
- Files information/Scans information.
- Accepts and processes payments.
- Completes deposits and sends proper documentation for deposits to Accounting
- Adheres to all Company policies and procedures
Non-essential Duties
Other duties as assigned by management
Sale of Bank products and services when applicable
Knowledge, Skills, and Abilities:
- Excellent customer service skills
- The ability to prioritize and make on-the-spot decisions regarding customer transactions, weighing customer satisfaction issues with
Bank exposure to loss or fraud.
- Mathematical skills
- In-depth knowledge of all bank deposit products and policies
- Basic knowledge of bank loan, trust, and investment center products
- Ability to work in a fast-paced environment
- Ability to work well under pressure
- Ability to cross sell- in store branches
- High degree of accuracy
- Strong communication skills
- Organizational skills
- Knowledge of various federal regulations including Bank Secrecy Act, Community Reinvestment Act, Americans with Disabilities Act, Right to Financial Privacy Act, Gramm-Leach-Bliley Act, Regulation E and teller roles and responsibilities relating to each act.
Training and Experience:
- High school diploma or GED required; and
- One to two years of related experience and/or training
Conditions of Employment:
- Must pass background check.
NOTE: Friendship State Bank reserves the right to modify, interpret, or apply this job description, as it desires. This job description in no way implies that these are the only duties, including essential duties, to be performed by the employee occupying this position. This job description is not an employment contract, implied or otherwise. The employment relationship remains “at-will”. The aforementioned job requirements may be changed to fulfill any obligation(s) to reasonably accommodate qualified individuals with disabilities.
Friendship State Bank
Summary of Physical, Sensory, and
Environmental Requirements
Needed to Perform Essential Job Duties
Job Title: Customer Service Representative
A. Physical Requirements
1. Lifting: Up to 20 pounds.
2. Carrying: Up to 20 pounds.
Computers, telephones, calculators, office equipment, microfilm
4. Use of Equipment:
Continuously
Frequently
Occasionally
Not At All
Explanation
5. Sitting
x
6. Standing
x
7. Walking
x
8. Bending
x
9. Stooping
x
10. Crawling
x
11. Climbing
x
12. Reaching Above Head
x
13. Grasping:
a. One Hand
x
b. Both Hands
x
14. Fine Manipulating:
a. One Hand
x
b. Two Hands
x
B. Environment Requirements
Continuously
Frequently
Occasionally
Not At All
Explanation
1. Exposed To Marked Changes In Temperature
x
2. Outside Work
x
3. Exposure to Dust, Fumes, Odors, Water, Etc.
x
4. Exposure to Biological, Mechanical, Electrical, and/or Chemical Hazards
x
5. Normal (Inside) Environment
x
C. Sensory Requirements
1. Eyesight
Explanation
a. Normal/Corrected
x
Necessary
Not Necessary
b. Close Eye Work
Necessary
x
Not Necessary
c. Other
Necessary
x
Not Necessary
2. Hearing
a. Normal Tones
x
Necessary
Not Necessary
b. Soft Tones
Necessary
x
Not Necessary
c. Other
Necessary
x
Not Necessary
3. Distinguish Smells
Necessary
x
Not Necessary
4. Distinguish Temperatures By:
a. Touch
Necessary
x
Not Necessary
b. Proximity
Necessary
x
Not Necessary
Salary : $28,900 - $36,600
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