Banking Customer Service Representative jobs in United States
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Action Personnel, Inc. ยท 2 months ago

Banking Customer Service Representative

Action Personnel Inc is a trusted financial institution seeking a personable and motivated Banking Customer Service Representative. In this role, you will handle daily transactions, build strong relationships with customers, and identify opportunities to offer additional financial products.

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Responsibilities

Greet customers warmly and assist with deposits, withdrawals, check cashing, and account inquiries
Deliver outstanding customer service while handling transactions efficiently and accurately
Identify customer needs and recommend appropriate banking products and services
Cross-sell financial solutions including checking/savings accounts, credit cards, loans, and digital banking tools
Maintain confidentiality and security standards
Balance cash drawers and reconcile transactions at end of shift
Assist with administrative duties and branch support as needed

Qualification

Customer service experienceSales skillsInterpersonal skillsBilingualBasic math skillsTechnology proficiency

Required

Strong interpersonal and communication skills
Comfortable with technology and basic math
Sales-minded with a focus on customer needs
High school diploma or equivalent required

Preferred

Prior experience in banking, retail, or customer service
Bilingual a plus!

Company

Action Personnel, Inc.

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Action Personnel, Inc. is an established and reputable staffing company that has been a part of the Roanoke Valley for over 20 years.

Funding

Current Stage
Late Stage

Leadership Team

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Melissa Hepler
Chief Executive Officer
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Teresa Noakes
Business Partnership Manager
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Company data provided by crunchbase