Customer Service Representative
Job Purpose:
Serves customers by explaining services; obtaining and recording customer information; preparing documents.
Duties:
* Explains financial services by answering inquiries; explaining requirements and warnings.
* Opens customer accounts by obtaining and verifying required information; inputting information into customer account database.
* Completes transactions by obtaining signatures; receiving and depositing funds; preparing documents.
* Documents actions by completing forms, reports, logs, and records.
* Maintains customer confidence by keeping account information confidential.
* Avoids legal challenges by complying with legal requirements.
* Updates job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations.
* Accomplishes bank mission by completing related results as needed.
Skills/Qualifications:
Verbal Communication, Customer Service, Selling to Customer Needs, People Skills, Attention to Detail, General Math Skills, Financial Skills, Financial Software, Integrity, Thoroughness, Multi-tasking