Customer Service Representative Longview Oak Forest
Customer Service Representative Longview Oak Forest
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Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
Under general supervision responsible for providing existing and potential customers with efficient and accurate services. Must effectively handle both telephone contact and personal contact in a manner that promotes good customer relations.
Includes the following: Other duties may be assigned.
Employee is responsible to understand and comply with regulatory requirements for financial transactions most specifically Bank Secrecy Act (BSA) and Customer Identification Program (CIP) as it relates to specific job functions.
Exhibits superior customer service as an Austin Bank team member. Demonstrates high quality relationship building techniques to ensure the customer receives the best possible solution to his banking and financial needs. Helps promote a loyal relationship between the customer and Austin bank.
Participates in developing a teamwork atmosphere with coworkers as part of department/branch location by attending meetings participating in discussions treating coworkers with respect and courtesy and contributing to departmental goals.
Has a responsibility to stay abreast of company communications by reading publications announcements and company emails etc. Takes advantage of appropriate communication channels regarding bank related business matters.
Develop personal skills and capabilities through ongoing training as provided by the company or elsewhere subject to Company approval.
Uphold and safeguard the organizations values particularly relating to ethics integrity and confidentiality both internally and externally.
Greets customers and provides superior customer service.
Explains products/services available and assists in the selection of the most appropriate product/ services for the customer.
Opens personal or business accounts and prepares all related documentation.
Performs customer services such as ordering checks processing direct Social forms and processing stop payments.
Assists customers with requests or complaints and researches account problems.
Crosssells the Banks products/services.
Performs secretarial/clerical duties including opening and distributing mail. Monitors and orders supplies as necessary.
Answers telephone calls taking messages forwarding calls or providing assistance to customers.
Verifies and processes changes to existing accounts.
Prepares reviews and/or prints reports.
Files Bank records/documentation.
Performs duties regarding safe deposit boxes; i.e. opens/closes boxes assists in box entry maintains and audits safe deposit box records schedules drilling of boxes etc.
Backs up teller function as necessary. Crosstrains in other areas in order to provide assistance.
Completes Currency Transaction Reports when applicable and submits to BSA Officer.
Places hold on checks accepted for deposits if warranted in accordance with regulations.
Obtains information for outgoing wire transfers and processes in accordance to Wire Transfer procedures.
Maintains an organized clutterfree and adequately supplied work area.
Reports to work regularly and promptly. Contributes as a team player.
Maintains confidentiality at all times.
Enhances professional growth and development through participation in educational programs current literature and inservice meetings etc.
Maintains compliance with Bank policies procedures goals and objectives. Adheres to procedures for customer confidentiality.
: To perform this job successfully an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
: High School Diploma with 13 years of related experience or equivalent.
: Ability to read and comprehend simple instructions short correspondences and memos. Effectively present information in oneonone and small group situations to customers clients and other employees of the bank.
: Ability to add subtract multiply and divide using whole numbers common fractions and decimals. Calculate simple mathematical equations as applicable.
: Ability to operate a personal computer and use word processing spreadsheet and Bank systems software.
: Ability to apply commonsense understanding to carry out detailed but involved written or oral instructions. Ability to deal with problems involving a few concrete variables in standardized situations.
: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job the employee is regularly required to sit stand talk and hear. The employee is regularly required to use hands to finger handle or feel objects tools or controls and reach with hands and arms. The employee is frequently required to walk. Must be able to regularly lift objects weighing 0 to 25 pounds. Occasionally must lift 25 to 50 pounds.
: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The noise level in the work environment is usually moderate.
The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all essential duties responsibilities and requirements of personnel
Required Experience:
Unclear Seniority
Employment Type
Full-Time
