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United Bank of Union · 2 weeks ago

Account Services Representative

Union, MO 63084

Full-time

Onsite

New Grad, Entry Level

United Bank of Union is seeking an energetic, motivated, community-oriented individual to join their team as an Account Services Representative. The role focuses on delivering excellent customer service, assisting clients with account management, and promoting the bank's products and services.

BankingFinancial ServicesPersonal Finance

Responsibilities

Assist customers with opening new accounts such as Checking, Savings, Certificates, IRA’s, Safe Deposit Box, ATM/Debit/Gift Cards and providing assistance regarding account information

Perform account maintenance of all deposit accounts

In depth knowledge of all products offered (ex: Internet Banking, Bill Pay)

Answer inquiries from customers regarding balancing check books, account information

Cross selling all products. (Internet Banking, Mobile Banking, Mobile Capture, Bill Pay, My Business Banking, Merchant Capture and any other product the bank may offer)

Process returned mail, check orders and address changes

Maintenance of Safe Deposit Box. (Drilling, sending out notices, past dues, and swapping keys)

Maintain and update customer information into 360View (CRM)

Address and resolve customer issues in a timely manner

Participate in promotional events and campaigns. If goals are given-expected to meet them

Attend monthly department meetings to discuss changes