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Investar Bank, National Association · 1 month ago

Customer Service Representative- Floater

Highland, Baton Rouge, LA, US

Full-time

Onsite

Entry, Mid Level

2+ years exp

Investar Bank, National Association is seeking a Customer Service Representative-Floater to support branch operational activities and financial services. The role involves processing transactions, assisting customers with account selections, cross-selling products, and maintaining excellent customer relationships.

BankingFinancial ServicesVenture Capital

Responsibilities

Performs daily office responsibilities such as, account transactions, account maintenance, customer correspondence, balancing consistently, and completing delegated reports and projects as scheduled

Handles various branch tasks daily, in addition to customer activity, such as, balancing and monitoring cash items, crediting holdover accounts, preparing statement of condition, ordering and preparing cash shipments

Promotes good customer relations by consistently providing premier customer satisfaction; Has a developed rapport with the customer base

Consistently meets or exceeds sales goals as set by banking center management for a commensurate level of CSR

Initiates sales and is capable of effectively cross-selling bank products and services to customers, so that personal and bank goals are consistently met and/or exceeded

Maintains a well-developed working knowledge of the complete line of products and services offered; takes responsibility to keep up to date and request assistance for further development needs

Handles complex customer problems with professionalism

Assists supervisor in establishing objectives and carrying out plans for the branch

Ensures that own work is in compliance with all applicable laws, regulations, policies and guidelines

All other duties as assigned