Customer Service Representative

Job Opportunity This position offers an exciting opportunity for candidates who enjoy developing relationships with customers by identifying ways to meet their financial needs and assist in resolving customer sales and service inquiries that leads to improved satisfaction and sales. Essential duties and responsibilities include: Conduct relationships and activities consistent with established bank policies, procedures and systems, the corporate Code of Conduct, Bank Secrecy Act and all applicable State and Federal laws and regulations. Provide a consistent legendary experience which includes uncovering customer's needs in a customer-centric manner and offering solutions of various bank products and services to meet customer's financial needs. Answer questions, give explanations, and solve problems for customers face-to-face, over the phone and through correspondence. Accurately and efficiently process customer transactions through account opening and account maintenance of both personal and business accounts. Assist branch with achieving goals. Actively participate in the sales program; attend appropriate sales training; utilize sales program initiatives; work with manager to set sales goals and make every effort to reach targeted goals. Make referrals to other business units for traditional and non-traditional banking products and services. Achieve required levels of outbound phone calls to customers to help grow and retain relationships. Participate in on-going training and development. Other duties as assigned.

Created: 2026-03-10