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 Read more […]

December 9, 2009 • Tags: , , • Posted in: General • Comments Off on Customer Service Representative